Documentation
Release Notes
Rev.io Developer Portal
Documentation
Release Notes
Rev.io Developer Portal
Getting Started
Customer Module
Service Module
Inventory Module
Scheduling Module
Projects Module
Billing Module
Analytics Module
Commerce Hub
Admin Module
Admin Module OverviewManaging Permissions, Roles, and User Groups
API Management
Audit Logs
Custom Fields Manager
Customer Portal
FTP Sites
Integrations Library
Integrations Library: OverviewIntegrations Library: Summary TabIntegrations Library: Marketplace Tab Integrations Library: Instances TabIntegrations Library: Executions TabIntegrations Library: Logs TabIntegrations Library: Attachments TabIntegrations Library: TroubleshootingIntegrations Library: Data Sync & MappingQuickBooks Online Integration: OverviewQuickBooks Online Integration: ConfigurationGoogle & Outlook Integrations: OverviewGoogle Integration: Admin ConfigurationGoogle Integration: User ConfigurationOutlook Integration: Admin ConfigurationOutlook Integration: User ConfigurationCOPS Integration: OverviewCOPS Integration: ConfigurationHubSpot Integration: OverviewHubSpot Integration: PrerequisitesHubSpot Integration: ConfigurationPax8 Integration: OverviewPax8 Integration: ConfigurationPortal.io Integration: OverviewPortal.io Integration: ConfigurationIngram Micro Integration: OverviewIngram Micro Integration: PrerequisitesIngram Micro Integration: ConfigurationTD Synnex Integration: OverviewTD Synnex Integration: ConfigurationHudu Integration: OverviewHudu Integration: PrerequisitesHudu Integration: ConfigurationHudu Integration: Additional StepsAcronis Integration: OverviewAcronis Integration: ConfigurationN-Able Integration: Overview N-Able Integration: ConfigurationNinjaOne Integration: OverviewNinjaOne Integration: PrerequisitesNinjaOne Integration: ConfigurationSlack & Teams Integrations: OverviewSlack & Teams Integrations: Admin ConfigurationSlack & Teams Integrations: User Configuration
Proposal Templates
Roles & Permissions
System Settings
User Groups
User Management
Workflows
Rev.io Community
Rev.io Mobile App
Customer Portal
Video Training Library
How-To Guides

Portal.io Integration: Configuration

NOTE: An authorized user account is required to run this integration. To support better security and audit visibility, we recommend creating a dedicated "service account" user. When configuring this integration, sign in using the service account rather than your personal user account to ensure that audit logs reflect the service account running the integration instead of the user who originally installed it. 

Complete the steps below to configure the Portal.io integration.

  1. Click Admin on the sidebar menu and select Integrations Library.

     
  2. Click the Marketplace tab.

     
  3. Locate and select the Portal.io integration in the Data Sync section.

     
  4. Click the Configure button.

     
  5. The Initial Configuration section is automatically populated. Click the Next button.

     
  6. In the Portal.io Connection section, enter the URL for your Portal.io instance in the Base URL field. Then, enter your App ID, Secret Key, and Portal Username for Portal.io and click the Finish button.

      
  7. The integration will run its initial cost sync, updating Estimated Cost values on the Purchasing tab for products in your catalog that already have Portal.io listed as a vendor. The integration will also cross-reference any product without a Portal.io vendor entry against the Portal.io catalog by Manufacturer Part Number and automatically add Portal.io as a new vendor row when a match is found. Once the integration is connected, it will appear on the Marketplace tab with a green check mark indicating an active connection.

Was this article helpful?

Powered by Product Fruits