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      TD Synnex StreamOne Stellr

      Overview and Configuration Guide: Integrating TD Synnex StreamOne Stellr with Gradient

      Overview

      This integration allows for the synchronization of billable license counts from subscriptions managed via TD Synnex StreamOne Stellr, facilitating the mapping and reconciliation process with services or products in your PSA to better align with your billing requirements.

      How to Configure TD Synnex StreamOne Stellr

      To connect and configure the TD Synnex StreamOne Stellr integration, please click to navigate to the following:

      1. Generate API Keys from TD Synnex StreamOne Stellr
      2. Connect TD Synnex StreamOne Stellr
      3. Map Accounts and Services

      Authentication Details

      Requirements

      The following are required for authenticating and connecting with the TD Synnex StreamOne Stellr integration in Reconcile:

      • Client ID

      • Client Secret

      • API URL 

      How to Generate client credentials from TD Synnex StreamOne Stellr

      navigate-to-td-synnex-developer-portal

      • In the Developer Portal, select "Client Credentials" from the left-hand menu.

      select-client-credentials-in-developer-portal

      • Copy and paste the PROD "Client ID" and "Client Secret" into Reconcile.

      Note:

      • Client credentials may take up to 10 minutes to take effect after being added or removed.
      • Secret values are only visible immediately after creation, so be sure to save them before leaving the page.
      • If a secret is lost, it cannot be recovered; you will need to create a new one.
      • Organization admin users, such as reseller admins, can change client credentials.
      • The API URL is region specific:
        • US - https://api.us.tdsynnex.com
        • CA - https://api.ca.tdsynnex.com
        • BR - https://api-br.lac.tdsynnex.com
        • MX - https://api-mx.lac.tdsynnex.com

      Connect TD Synnex StreamOne Stellr

      1. Login to Gradient.
      2. Navigate to the Integrations tab.
      3. Select the TD Synnex StreamOne Stellr integration and click Connect.
      4. Enter the Client ID, Client Secret and API URL 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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