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      D&H Cloud Marketplace

      Overview and Configuration Guide: Integrating D&H Cloud Marketplace with Gradient

      Overview

      This integration allows partners to synchronize billable usage counts for customer subscriptions managed through D&H Cloud Marketplace.

      Note: Usage counts are updated every Friday morning and represent how they will appear on the invoice, assuming nothing changes until the end of the month.


      How to Connect with D&H Cloud Marketplace

      To connect and configure the D&H integration, please click to navigate to the following:

      1. API Requirements
      2. Connect to D&H Cloud Marketplace
      3. Map Accounts and Services

      API Requirements

      To connect with the D&H Cloud Solutions integration in Reconcile, you’ll need:

      1. Username: Your D&H portal login username.
      2. Password: Your D&H portal login password.
      3. Parent Account ID: The number found in the URL when logged into the D&H portal.
        • Example: In the URL cp.dandhcloudsolutions.com/#/Account/View/197618/Overview, the Parent Account ID is 197618.
      4. API URL: https://cp.dandhcloudsolutions.com/SimpleAPI/SimpleAPIService.svc/rest (Be sure not to add a trailing slash)

      Connect D&H Cloud Solutions

      1. Login to Gradient.
      2. Navigate to the Integrations tab.
      3. Select the D&H Cloud Marketplace integration and click Connect.
      4. Enter the API connectivity details retrieved from the previous steps.
      5. Click Authenticate.
      6. Once successfully authenticated, accounts and services will be generated, and the integration will be updated to a pending status. You can click the status refresh button or simply refresh your browser if you are unable to proceed to the next step.

      Map Accounts and Services

      Note: If you need further details on account and service mapping, click here.

      1. Map Accounts and Services

        • When setting up the integration for the first time, accounts are automatically matched if there's an exact match between your vendor and PSA.
        • For accounts not automatically matched:
          • Use the filter button beside the account names on the right, or
          • Use the search bar on the left to find PSA accounts.
        • Drag and drop the PSA accounts from the left to match them with vendor accounts on the right.

      2. Proceed to Service Mapping

        • Once accounts are mapped, click "Next" to access the Service Mapping step.
        • Align services or products from your PSA, displayed on the left, with the corresponding vendor services or SKUs on the right. For ConnectWise PSA users, search by Product ID.
        • Ensure at least one account and one service mapping is completed to finish the configuration.
        • After mapping the services, click "Next".

      3. Finalize Configuration

        • Review your service configurations and click "Finish" to complete the setup.
        • This will initiate a sync. The "Sync Status" indicator at the top-right will start spinning, showing that a sync is in progress.
        • Once the sync is complete, the "Refresh" button will light up pink, indicating the sync is complete. Click that button to see the vendor usage data populated.
        • Use the filter or sort options to jump to the connected services and start reviewing and approving usage!

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