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Neo connects to Avanan through the Avanan Smart API. Avanan Support issues the API key: an Application ID and a Client Secret. Neo connects to Avanan tenants on the Avanan portal (<tenant>.avanan.net).

1. Get the API key

1

Ask Avanan Support for a Smart API key

Open a request with Avanan Support (or Check Point support) for a Smart API key. As an MSP, ask for the MSP API key: one key reaches every client tenant you manage in one region, so you do not need a key per client.
2

Choose the region

An API key works for one region: United States, Europe, Australia, Canada, United Kingdom or India. If your client tenants are in more than one region, Avanan issues a key per region. Neo connects one key, so connect the region most of your clients are in.
3

Keep the secret safe

Avanan Support sends the Application ID and the Client Secret. Treat the Client Secret like a password.

2. Add the key in Neo

1

Open Integrations

In the Neo Dashboard, open Integrations → Avanan, under Security.
2

Save the key

Choose the region, paste the Application ID and the Client Secret, and click Save settings. Neo asks Avanan for a token with them before saving, so a mistyped key, or a key from another region, is rejected straight away.

3. Turn Avanan on per agent

1

Open the agent

In the Neo Dashboard, open the agent and its Integrations tab.
2

Choose an access profile

Under Avanan, choose a profile, or set each permission group by hand.
3

Tell the agent what to do

Add a line to the agent’s instructions, for example: “When a ticket is an allowed list request, add the sender or domain it names to the client’s Avanan allow list and note the entry on the ticket.”
Under every profile, a technician approves creating or licensing a client tenant, every change to your Avanan portal users and child MSPs, and the engine call POST sectool-exceptions/<engine>, which Avanan’s guide documents both as “create an exception” and as “delete all exceptions”. The Avanan API page lists the permission groups and what Neo never sends.

Client tenants

Each client tenant is mapped to a client in your PSA on the Avanan card’s Organization Mapping tab; see Avanan overview. On a ticket, an agent reaches only the tenant mapped to the ticket’s client, so map every client you want agents to work on.