This method connects the vendor’s portal to Calero.com.
Connect this Vendor Portal
- Go to the vendor portal and create an administrator user with the following values:
- Name: Calero SaaS Management
- Email: saasmanagement@calero.com
- Set the password, as you usually would.
- Sign into your Calero.com system.
- Go to SaaS Management > Applications.
- Select Add Integration.
- From the Vendors tab, select the card with the vendor's name.
- From the Portal Access tab, enter the Tenant URL, and then the Username and Password you just created.
- Select Fetch Data.
- Data syncing will begin within 24 hours. After that, data fetches will occur once a week.
SUCCESS!
You will now be redirected to the Integrations page in Calero.com, where the data sync will continue in the background, and you can monitor progress.
SUGGESTION:
Access Help through your Calero.com instance if links between articles return errors or if there are fewer sections in the Help menu than expected. Doing so will ensure you see all Help articles.