- Pax8
- D&H Cloud Marketplace
- Ingram Micro Cloud Marketplace
- Sherweb
- Microsoft Partner Center
What you can automate
- Purchase or cancel license seats, targeting a specific subscription when multiple exist for the same license
- Assign or unassign licenses as part of user lifecycle
- Adjust license seats during onboarding/offboarding
- Sync product and subscription data to drive checks
Subscription targeting
Many MSPs maintain multiple subscriptions for the same Microsoft license (e.g., an 80/20 yearly/monthly split). Neo Agent targets the exact subscription by first calling List License Subscriptions to discover all subscriptions for a license — including their IDs, billing terms, commitment terms, and seat counts — and then passing the chosen subscription ID to the purchase or cancel tool.
Use custom instructions to guide which subscription the agent should target (e.g., “always add seats to the Monthly subscription”).
Setup overview
Marketplace integration requires two steps:
- Connect your platform (once per MSP) — Save your API credentials under Integrations → Other. This lets Neo communicate with the marketplace API.
- Map each company (per end-client) — On the Companies page, add a Marketplace Company ID for each company that needs license management. This tells Neo which marketplace customer corresponds to which PSA company.
The Marketplace Company ID is the customer identifier from your marketplace provider (e.g., the Ingram Micro customerId, Pax8 company UUID, D&H account ID, or Sherweb customer ID) — not the Autotask or ConnectWise company ID. You can find it in your marketplace portal under the customer’s account details.
Pax8
- Open Pax8 Integrations → Credentials and create API credentials.
- View the credential to copy Client ID and Client Secret.
- In Neo, go to Integrations → Other and save the credentials.
D&H
- Create a D&H user with required access.
- Find your AccountID from the MSP company URL, for example:
https://cp.dandhcloudsolutions.com/#/Account/View/54632/Overview.
- In Neo, save username, password, and AccountID under Integrations → Other.
Ingram Micro Cloud Marketplace
Neo connects to the Ingram Micro Cloud Marketplace API to manage subscriptions and license seats. You will need four pieces of information:
| Credential | Description |
|---|
| Username | Your Marketplace API username (typically in the format youremail.API) |
| Password | The password configured for the API user |
| Subscription Key | The X-Subscription-Key value that authenticates every API request |
| Marketplace Region | us, uk, eu, or oc — must match your Ingram Micro regional portal |
Step 1 — Activate the Marketplace API product
- Sign in to your regional Cloud Marketplace portal (e.g.,
https://portal.cloud.im/).
Use your Cloud Marketplace login, not your XVantage login — they are separate portals with different credentials.
- Search the marketplace for “Marketplace API” (found under the Integration and Tools category).
- Add it to your cart and place the order. Once the order is activated, a new Marketplace API menu item appears in your portal.
Step 2 — Collect your API credentials
- Open the Marketplace API section in your portal.
- Copy the Username, API URL, and Subscription Key shown on that page.
- If you don’t have a password yet or need a reset, contact Ingram Micro Cloud support:
- US:
imcloudservicedesk.us@cloud.im
- General integration support:
usxvantageintegrations@ingrammicro.com
Step 3 — Determine your marketplace region
Your region must match the regional portal you signed in to. Choose one:
| Region code | Portal |
|---|
us | United States |
uk | United Kingdom |
eu | European Union |
oc | Oceania (Australia / New Zealand) |
Step 4 — Save credentials in Neo
- In Neo, go to Integrations → Other.
- Select Ingram Micro from the integration dropdown.
- Enter your username, password, subscription key, and region.
- Click Save.
Finding your customer IDs
After connecting your credentials, you’ll need each end-client’s Customer ID to map them on the Companies page (see Step 2):
- Sign in to your regional Cloud Marketplace portal.
- Navigate to Customers and open the customer account.
- The Customer ID is displayed in the customer details — this is the value to enter as the Marketplace Company ID in Neo.
Sherweb
Neo connects to the Sherweb Service Provider API to manage subscriptions and license seats. You will need three pieces of information:
| Credential | Description |
|---|
| Client ID | Your Sherweb API client ID |
| Client Secret | Your Sherweb API client secret |
| Subscription Key | The Ocp-Apim-Subscription-Key value that authenticates every API request |
Collecting your API credentials
- Sign in to the Sherweb Cumulus portal.
- Navigate to Security → APIs.
- Create or view your API credentials to obtain the Client ID, Client Secret, and Subscription Key.
Saving credentials in Neo
- In Neo, go to Integrations → Other.
- Select Sherweb from the integration dropdown.
- Enter your Client ID, Client Secret, and Subscription Key.
- Click Save.
Finding your customer IDs
After connecting your credentials, you’ll need each end-client’s Customer ID to map them on the Companies page (see Step 2):
- Sign in to the Sherweb Cumulus portal.
- Navigate to Customers and open the customer account.
- The Customer ID is displayed in the customer details — this is the value to enter as the Marketplace Company ID in Neo.
Microsoft Partner Center
- Sign in to Partner Center with a Global Admin account.
- Select Settings (gear icon) → Account settings → App management.
- Add a new web app.
- Copy the App ID and Key (client secret).
- In Neo, go to Integrations → Other, select Microsoft Partner Center, and save the credentials.
Step 2 — Map companies to marketplace customers
Once your platform credentials are saved, link each end-client company to its marketplace customer:
- Go to the Companies page in Neo.
- Click a company to open it.
- Under Marketplace Company IDs, click Add Marketplace.
- Select your marketplace provider (e.g., Ingram Micro) from the dropdown.
- Enter the customer ID from your marketplace portal — this is the ID your marketplace provider uses to identify this customer, not the PSA company ID.
- Click Save.
You can also set marketplace IDs in bulk via CSV import using the format INGRAM_MICRO:customer-id (or PAX8:uuid, D_AND_H:id, SHERWEB:id) in the marketplace_ids column.
Neo auto-detects which marketplace to use for each company based on the marketplace IDs you configure. If a company has multiple marketplace IDs, Neo checks in this order: Pax8 → D&H → Ingram Micro → Sherweb → Microsoft Partner Center.
