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You connect your Elevate partner account once. Neo then reaches every customer account you manage in Elevate.

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1. Request Partner API access

1

Open the Partner Portal

In the Elevate Partner Portal, go to Integrations > Public API and select Get access to Partner API.
2

Choose the contact

Choose the partner contact who gets the access, and select Send request. Choose a contact with the Private label owner role: only that role has full access through the API, and other contacts reach only what their role allows.
3

Get the credentials

Elevate contacts you with the Client ID and Client Secret of your Partner API client.

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2. Add the client in Neo

1

Open Integrations

In the Neo Dashboard, open Integrations and find the Elevate card, under Phone & VoIP.
2

Save the client

Enter the Client ID and the Client Secret, and click Save settings. Neo gets a token and reads your customer accounts before saving, so a wrong secret, or a contact whose role cannot list accounts, is rejected straight away.
If Elevate changes or removes the API client, Neo loses access until you save the new Client ID and Secret here.

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3. Check the customer mapping

Neo matches each Elevate customer account to a company in your PSA by name, after you save and again with each PSA sync. Open the Elevate card’s Organization Mapping tab to correct a match or ignore an account. An agent working a ticket then goes straight to that customer’s account.

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4. Turn Elevate on per agent

Open the agent, go to its Tools & Settings tab, click Phone & VoIP, and expand the Elevate block. Pick one of its Presets, or set each area yourself: For onboarding and offboarding on their own, use IT Admin. Ask your Neo Support Agent to add the Elevate steps to your onboarding and offboarding agents. See Elevate API for what the agent can read and change.