Marketplaces

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Supported platforms

• Pax8
• D&H Cloud Marketplace
• Ingram Micro Cloud Marketplace
• Sherweb
• Microsoft Partner Center

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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

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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”).

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Setup overview

Marketplace integration requires two steps:

1. Connect your platform (once per MSP) — Save your API credentials under Integrations → Other. This lets Neo communicate with the marketplace API.
2. 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.

Without the per-company marketplace ID, Neo won’t know which marketplace customer to query when managing licenses for that company.

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Step 1 — Connect your platform

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Pax8

1. Open Pax8 Integrations → Credentials and create API credentials.

2. View the credential to copy Client ID and Client Secret.

3. In Neo, go to Integrations → Other and save the credentials.

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D&H

1. Create a D&H user with required access.
2. Find your AccountID from the MSP company URL, for example: https://cp.dandhcloudsolutions.com/#/Account/View/54632/Overview.
3. In Neo, save username, password, and AccountID under Integrations → Other.

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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:

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Step 1 — Activate the Marketplace API product (free)

1. Sign in to XVantage (or your regional Cloud Marketplace portal, e.g. https://portal.cloud.im/).
2. Search the storefront for “Marketplace API” — it lives under the Integration and Tools category.
3. Add it to your cart and place the order. This is free ($0.00) — no charge is added to your account, but placing the order is what activates the API.
4. Once activated, a new Marketplace API menu item appears in your portal.

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Step 2 — Collect your API credentials

1. Open the Marketplace API menu in XVantage (or the Cloud Marketplace portal).
2. Copy the Username, API URL, and Subscription Key shown on that page.
3. 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

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Step 3 — Determine your marketplace region and marketplace code

Your region picks the regional API URL Neo calls: Your marketplace identifies the specific country marketplace Ingram tags the request with. One regional URL can serve multiple marketplaces, so region and marketplace are not the same value:

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Step 4 — Save credentials in Neo

1. In Neo, go to Integrations → Other.
2. Select Ingram Micro from the integration dropdown.
3. Enter your username, password, subscription key, region, and marketplace.
4. Click Save.

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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):

1. Sign in to XVantage (or your regional Cloud Marketplace portal).
2. Navigate to Customers and open the customer account.
3. The Customer ID is displayed in the customer details — this is the value to enter as the Marketplace Company ID in Neo.

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Sherweb

Neo connects to the Sherweb Service Provider API to manage subscriptions and license seats. You will need three pieces of information:

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Collecting your API credentials

1. Sign in to the Sherweb Cumulus portal.
2. Navigate to Security → APIs.
3. Create or view your API credentials to obtain the Client ID, Client Secret, and Subscription Key.

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Saving credentials in Neo

1. In Neo, go to Integrations → Other.
2. Select Sherweb from the integration dropdown.
3. Enter your Client ID, Client Secret, and Subscription Key.
4. Click Save.

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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):

1. Sign in to the Sherweb Cumulus portal.
2. Navigate to Customers and open the customer account.
3. The Customer ID is displayed in the customer details — this is the value to enter as the Marketplace Company ID in Neo.

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Microsoft Partner Center

1. Sign in to Partner Center with a Global Admin account.
2. Select Settings (gear icon) → Account settings → App management.
   • Direct link: https://partner.microsoft.com/dashboard/v2/account-settings/appmanagement
   • If you don’t see this option, try with a different Global Admin user.
3. Add a new web app.
4. Copy the App ID and Key (client secret).
5. In Neo, go to Integrations → Other, select Microsoft Partner Center, and save the credentials.

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Step 2 — Map companies to marketplace customers

Once your platform credentials are saved, link each end-client company to its marketplace customer:

1. Go to the Companies page in Neo.
2. Click a company to open it.
3. Under Marketplace Company IDs, click Add Marketplace.
4. Select your marketplace provider (e.g., Ingram Micro) from the dropdown.
5. 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.
6. 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.