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License Management Integrations

Neo Agent helps you track and manage software licenses automatically by integrating with license management platforms.

Supported License Management Platforms​

Neo Agent integrates with the following license management platforms:

  • Pax8
  • D&H
  • Microsoft Partner Center

What You Can Automate​

Manage License Seats​

  • Automatically add or remove Microsoft 365 license seats (e.g., buy one seat, remove one seat) for users through integrated providers.

Automated License Assignment/Unassignment​

  • As part of user onboarding and offboarding workflows, Neo can assign the necessary Microsoft licenses or unassign them, coordinating with your chosen license management platform.

Sync License Information​

  • Retrieve product and subscription details from supported platforms to inform automated actions.
  • Monitor license usage (e.g., check for available prepaid seats) before attempting assignments.

How to Connect​

  • Go to the Integrations section in Neo Agent
  • Open Other tab
  • Select your license management platform and follow the connection steps

Pax8​

  1. Go to the Pax8 credentials page: Pax8 Integrations → Credentials
  2. Click "Manage Credentials" and create a new set of API credentials.

Pax8 Manage Credentials

  1. After creation, open the credential to view and copy your Client ID and Client Secret.

Pax8 View Credentials

  1. In Neo Agent, go to Integrations → Other and save the Client ID and Client Secret.

D&H​

  1. Create a user in D&H with required access level
  2. Find your own AccountID in D&H.
    1. It's the ID from URL when you open your MSP Company in D&H UI, like: https://cp.dandhcloudsolutions.com/#/Account/View/54632/Overview
    2. It's NOT the 'NumericId' in D&H UI
  3. Save username, password, and your AccountID in Dashboard Integrations → Other

Microsoft Partner Center​

Enable API Access for Partner Center:

  1. Sign in to Partner Center with a Global admin account and select Settings (gear).
  2. Select Account settings, then App management.
    1. If you don't see this, here is a direct link: https://partner.microsoft.com/dashboard/v2/account-settings/appmanagement
    2. If it still doesn't work, try another user with Global Admin. Sometimes it doesn't work for no reason
  3. Add a new web app.
  4. Copy the app registration information and share it with Neo team:
    1. App name
    2. App ID
    3. Account ID
    4. Domain
    5. Key