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Partner Integrations



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Branding & Customisation

Infinigate Cloud also offer brand integration, a brand typically includes a name, logo, and other visual elements such as images, fonts, colour schemes, or symbols. Partners can create their own brand to hide our identity from their customers and/or to create a new look/feel.

Available Features:

  • Custom entry point URL e.g. https://core.vuzion.cloud,https://partnername.com
  • Ability to add URL suffix e.g. https://partnername.com/core/
  • Ability to set a Custom Logo both inside UX1 and also on the login page. 
  • Ability to set a Favicon. 
  • Ability to change/set languages. 
  • Ability to set/change time zone. 
  • Ability to show / hide “Restore password link” on the login screen. 
  • Ability to use any of the standard skins shown below.

 Custom skins may incur an additional charge, however there are many standard skins and themes already available that should fit your initial needs.

Identity Integration

Although two-factor authentication is enabled as a default across the entire CORE platform, it is still recommended to integrate your identity into one of your existing providers, the most common are:

  • Microsoft Entra ID (previously Azure AD) 
  • Okta 
  • Google Workspace 
With the integration of the Identity Service (also known as 'IDP'), it provides system defence from brute-force attacks, breaking of weak passwords, improved password policies and the ability for a Partner to integrate into an external identity provider such as one of the above, bringing the ability for seamless sign-ins across platforms and enforcement of MFA.

Available Features:

  • Integration into Azure AD (AAD) for the Partner 
  • Set your own password policies for your own users (or inherit ours) 
  • Set your own password policies for child account users (customers) 
  • Two-factor authentication (via Google Authenticator)

Please Note: In order to take advantage of Identity Service Integration, you must already have a "brand" setup as this is where the identity integration is setup for you. See Branding & Customization for further details.

If you have other identity providers you wish to integrate that are not listed above, please contact the Partner team at Infinigate Cloud.

CORE API Integration (Legacy & Marketplace API)

Marketplace API is a packaged CORE component that introduces an easy-to-use and standardized REST API for Partners to integrate into their own IT systems.

Typically this should not require extensive knowledge of the CORE platform or concepts, but it is best consumed by technical individuals and/or developers.

Some example API's that are available through this component are:

  • Retrieving the product catalog 
  • Creating and updating customer accounts 
  • Placing sales, change, renewal, and cancellation orders 
  • Retrieving orders and their details 
  • Listing subscriptions and their details 
  • Listing and scheduling rated data reports

Marketplace API has been fully released, please see the below details to enable and onboard:

Infinigate Cloud Documentation: Marketplace API for Infinigate CORE
How to use the API: Procedure Guides
API Specification: Information on the API endpoints

Pieces to note:

If Marketplace API is not enabled, or you wish for us to enable it for you, please reach out to partners@infinigate.cloud or support@infinigate.cloud. Alternatively you can self-enable this within CORE. Only certain fields are public/published and therefore you may not be able to retrieve back the specific details you require; if you run into this, please reach out to support@infinigate.cloud to ensure we can look at getting this supported/added in future. Please pay attention to the query paramters in the api specification, these are the only fields you may perform RQL (Resource Query Language) for.

Current Marketplace API Version: 1.14.1232

Marketplace API

The Marketplace API is available within CORE under the "Integrations" blade, Partners can click to 'Install' the integration and after approximately 5 minutes, a new blade called "Marketplace API" will appear in the left hand pane within UX1.

This supersedes the "Legacy API" and the old API should not be used unless absolutely necessary for legacy resources (e.g. CSP Commercial licenses). Any new products built or commissioned within the last 2+ years will utilize the Marketplace API more appropriately; giving extended information compared to legacy and compatible with more external/system integrations.

Please reach out to support@infinigate.cloud if you have any issues or questions.

Legacy API

The legacy Vuzion API will continue to be supported until June 2023. The same API's mentioned below are available in the Marketplace API with the same structure & language; just a different endpoint so can be easily converted.

Legacy Vuzion API v1.0

  • Retrieval of report files (Reporting and Data Export) via API 
  • Retrieval of Orders via API 
  • Retrieval of Subscriptions via API 
  • Retrieval of Resources via API

Legacy Vuzion API v2.0

  • Retrieval of Billing Subscriptions via API 
  • Retrieval of Licenses from Billing Subscriptions via API (amount, usage, min/max etc.) 
  • Placing Orders

CORE as a Service

One of the biggest challenges that Partners currently face (and have for some years now) is the ability to bill these complex cloud products reliably, efficiently, and accurately.

To address this need, Infinigate Cloud has introduced CORE as a Service. This optional add-on for Infinigate Cloud CORE enables partners to start utilizing various capabilities from the CORE platform and to truly start taking advantage of the platforms capabilities that CORE has to offer through integration and automation.

What can CORE as a Service offer you?


  • Automated collection of payments from end-customers directly to the Partner
    • Infinigate Cloud Partners need to have an account with GoCardless for direct debit and/or Stripe for credit cards; we can then integrate you into the CORE platform. Collected funds go directly from the customer to the Partner.
  • Notifications
    • Many different types of notifications can be configured, some examples include notification of Invoices, of impending renewal of subscriptions, of outstanding balances to be paid, of services being successfully provisioned. These notifications will also be branded (bespoke amendments are available at a cost). Upon on-boarding you will be able to decide which notifications will be sent to your customers and when; along with customizing them further if you choose to do so.
  • Credit Control
    • The system can be configured to automatically place customers on hold (suspend their services temporarily) in the event that they do not pay their bill in a timely manner. These terms can be customized to your needs and bespoke per customer as required.
  • Discounts/Promotions
    • Need to apply certain discounts or promotion codes to your customers? These can be created as you wish in your Partner experience and then applied to the orders that are placed; or accounts/services. 
  • Reporting and Data Export
    • Once you are billing your end customers through the CORE system, you’ll likely want to report and validate; to do this you can use the Reporting and Data Export application inside the CORE system to export provisioned orders and/or payments; using these exports you can either ingest this into a third-party system, or hand this to your Finance professionals to clearly and easily digest the information.
  • Ability to hide tiles/views from the UX1 experience for end-customers
    • You are able to pick and choose what parts of the UX1 experience are shown to your customers (tiles/pages). Please note that this is global underneath your Partner account; therefore will apply to all customers. You do not need CORE as a Service to take advantage of this.
  • Ability to restrict payment methods per-customer
    • You are able to restrict the payment methods that customers can use by assigning them to the relevant Customer Class.


How do you get started?

Please reach out to your account manager at Infinigate Cloud, or register your interest below!

PSA Integrations

Various integrations into PSA systems are now available from the Infinigate Cloud CORE system, these are basic, free, self-enabled and typically self-served.

Please refer to the documentation on how to setup/configure these, or reach out to partners@infinigate.cloud to find out more.

QuickBooks

Quickbooks Integration is currently being prepared, it is in preliminary release and is expected to release in Q2 of 2024.

QuickBooks Online is an Accounting and Financial Reporting system that can be integrated with CORE to optimize the process of purchasing services and propagating these transactions to QuickBooks.

With the QuickBooks integration, the following scenarios are supported: 

  • Synchronizing between CORE and QuickBooks, including: 
    • New sale 
    • Subscription upsize or downsize 
    • Usage-based subscription 
  • Mapping of customers 
  • Creating a new product in QuickBooks 
  • Import customers from QuickBooks to CORE 
  • Mapping of products 

Known limitations:

  • It is not possible to place orders from QuickBooks. Use CORE to place an order. 
  • Currently, only one PSA integration is supported for a reseller. If you already have one system integrated and want to change it to another one, please contact us. If you want to use several PSA integrations at once, please inform us before plugging in any integration.

Halo

An initial release of Halo PSA integration has been made in Q2 of 2023. This is a simple and easy-to-use integration which Halo have supporting documentation for.

Integrating Infinigate Cloud CORE with Halo will allow for clients & their associated subscription counts to be imported into Halo.

Within Configuration --> Integrations in Halo, you will find an 'Ingram Micro/Vuzion' option, utilizing the existing Marketplace API we have you can plug this directly into the Halo PSA integrations.

An article/guide on how to do this can be found here: https://halopsa.com/guides/article/?kbid=1672

Please also find a video guide below on setting this up.

Xero

The Xero native integration is currently in pre-release and available upon request. This is expected to run until Q3 2024 before a more general-release.

Xero is an Accounting and Financial Reporting system that can be integrated with Marketplace to optimize the process of purchasing services and propagating these transactions to Xero. 

With the Xero integration, the following scenarios will be supported: 

  • Synchronizing between Marketplace and Xero, including: 
    • New sale 
    • Subscription upsize or downsize 
    • Usage-based subscription 
  • Mapping of customers 
  • Creating a new product 
  • Importing customers from Xero to the Marketplace 
  • Mapping of products

Xero: Configuration and setup Documentation

  1. Configuring and getting started with Xero 
  2. Mapping Customers and Products 
  3. Synchronizing New Subscriptions 
  4. Synchronizing Existing Subscriptions 
  5. Synchronizing Existing Usage-based Subscriptions 
  6. Synchronizing Canceled Subscriptions 
  7. Logging and Auditing

If you would like further information, or to try this integration, please reach out to your account manager or partners@infinigate.cloud

Sage

Sage Integration is currently being prepared, it is in preliminary release and is scheduled to release later in the year of 2024.

With this integration, you are able to:

  • Invoice an order
  • Sync to an already created invoice or create a new invoice.

    • Synchronization of CORE and Sage Accounting includes the following:

    • Syncing all products and their billing models (charge before billing period, charge after billing period and charge before subscription period). 
    • Importing customers from Sage Accounting to CORE. 
    • Bulk importing and mapping of customers and products from Sage Accounting into CORE.
    • Syncing customer data from CORE to Sage Accounting, that is, customer name and email address, product and service details, SKUs, selling price and rate, unit price without tax and with tax, and quantity, and all types of discounts. 
    • Adjusting product price and description during sync. 
    If you are interested in this integration, please reach out to your account manager or partners@infinigate.cloud

    Dynamics (365 Business Central)

    Dynamics 365 Business Central Integration is currently being prepared, it is in testing as of 19/01/2024 and is expected to release in 2024.

    Synchronizing between CORE and Dynamics 365 Business Central allows you to process order placement and perform invoicing within the two systems more efficiently.

    With these integrations, you are able to:

    • Invoice an order. 
    • Sync to an already created invoice or create a new invoice.

    Synchronization of CORE and Dynamics 365 Business Central includes the following:

    • Syncing all products and their billing models (charge before billing period, charge after billing period and charge before subscription period). 
    • Importing customers from Dynamics 365 Business Central to CORE. 
    • Bulk importing and mapping of customers and products from Dynamics 365 Business Central into CORE. 
    • Syncing customer data from CORE to Dynamics 365 Business Central, that is, customer name and email address, product and service details, SKUs, selling price and rate, unit price without tax and with tax, and quantity, and all types of discounts. 
    • Adjusting product price and description during sync.

    If you are interested in this integration, please reach out to your account manager or partners@infinigate.cloud to be one of the first.

    AutoTask

    Autotask is one of the Professional Services Automation (PSA) systems that can be integrated with CORE to optimize the process of purchasing services and propagating these transactions to Autotask.

    With the Autotask integration, the following scenarios are supported:

    • Synchronizing between CORE and Autotask, including: 
      • New sale 
      • Subscription upsize or downsize 
      • Usage-based subscription 
    • Mapping of customers 
    • Creating a new product Import customers from CORE to Autotask 
    • Reconciling customers’ subscriptions 
    • Mapping of products

    Known limitations: 

    •  It is not possible to place orders from Autotask. Use CORE to place an order. 
    • During subscription reconciliation, it is possible to select the billing period even if it was invoiced in Autotask.

    Documentation can be found in the resources section of the CORE page, alternatively please reach out to your account manager or partners@infinigate.cloud for further information.

    ConnectWise

    ConnectWise is one of the Professional Services Automation (PSA) systems that can be integrated with CORE to optimize the process of purchasing services and propagating these transactions to ConnectWise.

    With the ConnectWise integration, the following scenarios are now supported:

    • Accessing ConnectWise from UX1 for Resellers 
    • Synchronizing between CORE and ConnectWise, including: 
      • New subscriptions 
      • Existing subscriptions 
      • Usage-based services 
    • Reconciling customers’ subscriptions 
    • Importing customers to CORE from ConnectWise 
    • Accessing CORE from ConnectWise.

     
    Known limitations:

    •  It is not possible to place orders from ConnectWise. Use CORE to place an order. 
    • During subscription reconciliation, it is possible to select the billing period even if it was invoiced in ConnectWise. 
    • PSA branding (skins, and so on) is not supported.

    Documentation can be found in the resources section of the CORE page, alternatively please reach out to your account manager or partners@infinigate.cloud for further information.

    Not Listed!

    Further packaged PSA integrations are being added to the Infinigate Cloud CORE platform on a quarterly basis.

    If you are using a different PSA service that is not listed here, then there is no pre-existing 'packaged' integration for that PSA system and you would need to utilize Marketplace API to build your own, however please do feedback your request to us so that we can ensure the PSA system is included in future native integration releases.

     

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