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This is a Vendor Integration.

  • This integration collects 180 days of history by default upon first connection.


Onboard This Integration

  1. Go to SaaS Management > Applications.

  2. Select Add Integration.

  3. From the Vendors tab, select the card with the vendor's name.

  4. If your company has more than one instance (or “tenant”) of this application, you will be prompted for a Connection Alias.

  5. Select one of the following options:

    • Read and Action — Will extract data from the vendor and allow actions to be taken for licenses (i.e., enable the “Action” menus) from within Calero.com.

    • Read Only — Will extract the required data from the vendor but remove all functionality that allows actioning of licenses.

  6. Select the Authorize button.

  7. You will be redirected to the vendor portal login page.

  8. Enter your administrator credentials and sign in.

  9. Within the vendor portal, authorize the Calero.com application to fetch data.

For more information about step 5, refer to Zoom Read or Action.

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.