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You connect MPS Monitor once at the MSP level. Neo signs in as one portal user of your dealer account and sees what that user sees.

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1. Create the app and pick the user

1

Create the app

Sign in to the MPS Monitor portal, open the developer section, and create the app credentials. Copy the Client ID and the Client Secret.
2

Pick the portal user

Choose the portal user Neo signs in as: a dealer user whose role can see your customers and the areas your agents need. A user of its own for Neo keeps its actions apart in the portal’s history. Two-factor sign-in on that user can stop Neo signing in with a password.

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2. Add the credentials in Neo

1

Open Integrations

In the Neo Dashboard, open Integrations and find the MPS Monitor card, under Other.
2

Save the credentials

Enter the Client ID, the Client Secret, and the portal user’s User name and Password, and click Save. Neo signs in to MPS Monitor with them before saving, so a wrong value is reported straight away.
Neo then lists your customers and maps them to your PSA companies on the Organization Mapping tab. If the user changes its password in the portal, save the new one on the card.

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3. Turn MPS Monitor on per agent

Open the agent, go to the Tools & Settings tab, and configure the MPS Monitor block under Tools & Integrations. Pick a profile, or set each area: See MPS Monitor API for what the agent can do.

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Set up an agent

Ask your Neo Support Agent for the agent you need, for example: “Set up a scheduled agent that runs every weekday at 7:00. It lists the open MPS Monitor toner alerts that have no shipment yet, and opens a ticket for each alert under the customer’s company, with the printer, the toner colour, its level, the forecast and the suggested part number. It does not open a second ticket for an alert that already has one.”