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This guide walks you through connecting your Sherweb distributor account to MSPortal.ai. Setup happens on the Sherweb connection page, where the Setup guide lists three tasks: Connect, Import or match companies and Review. The Sherweb integration is currently in Beta. It is configured by MSP staff with integration management permission; company users do not administer the distributor connection. See Connect and manage integrations for the shared connection tasks.

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Overview

Sherweb is a cloud solutions distributor for MSPs. By integrating Sherweb with MSPortal.ai, you can:
  • View every client’s Sherweb subscriptions alongside the rest of their data
  • Sync each customer’s offer catalog, including pricing, from Sherweb
  • Power the Storefront with a curated, client-facing product catalog
  • Keep subscription and catalog data refreshed automatically every day

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Prerequisites

  • Active Sherweb partner account with access to the Sherweb Partner Portal (cumulus.sherweb.com)
  • MSPortal.ai account with integration management permissions
  • Sherweb API credentials: a Client ID, Client Secret, and Subscription Key

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Part 1: Generate Sherweb API Credentials

Before connecting to MSPortal.ai, you need API credentials from the Sherweb Partner Portal.
1

Log into the Sherweb Partner Portal

Access the Sherweb Partner Portal at cumulus.sherweb.com.
2

Navigate to API Management

Go to Security > APIs in the Partner Portal. The guide beside the Connect task in MSPortal shows this path too.
3

Create Service Provider API Credentials

Create credentials for the Service Provider API. Sherweb issues three values that MSPortal needs:
4

Copy All Three Values

Copy the Client ID, Client Secret, and Subscription Key.
Store the Client Secret securely. You may not be able to view it again after leaving the page. If you lose it, generate new credentials in the Partner Portal.

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Part 2: Connect Sherweb in MSPortal

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Open the connection page

1

Navigate to Integrations

In MSPortal.ai, go to Settings > Integrations.
2

Find Sherweb

On the Directory tab, find Sherweb in the list of available integrations.
3

Start Setup

Select Connect to open the Sherweb connection page. To continue an existing connection, open it from the Active tab instead.

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Task 1: Connect

Enter your Sherweb API credentials to establish the connection. All three values are required.
1

Enter Credentials

Fill in the three fields:
  • Client ID
  • Client Secret
  • Subscription Key
Credentials are stored in the vault and never shown again. They are never exposed in logs or API responses.
2

Test Connection

Select Test connection to verify your credentials. You must test before you can save.If the test fails:
  • Verify you copied each value in full, without extra spaces
  • Confirm the values came from Security > APIs in the Sherweb Partner Portal
  • Ensure the credentials have not been revoked
3

Save and Continue

Select Save and continue to create the integration. A passing test does not save anything on its own.MSPortal immediately starts fetching your Sherweb customer list in the background, so it is ready for the next task.

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Task 2: Import or match companies

Match Sherweb customers to your MSPortal companies. This determines which data syncs to which company. The workspace is titled Import or match Sherweb customers.
1

Wait for Customers to Appear

The customer list fills in as the initial sync completes. If the list stays empty, select Sync customers to start the sync again.
The initial customer sync usually finishes within a couple of minutes.
2

Accept Suggestions

The workspace opens on the Import view, which lists every customer that still needs a company. Suggested narrows it to proposed matches. Select Accept N strong matches to review and accept every suggestion with 90% confidence or more, or select Accept on a single row. Suggestions are based on name similarity, so review them before accepting.
3

Manual Matching

For customers that were not automatically matched:
  1. In the Import view, find the customer
  2. Select Choose company…
  3. Search for and select the correct MSPortal company
4

Import New Companies

If a Sherweb customer does not have a corresponding MSPortal company, select Import on its row to create one. New companies are matched to their Sherweb customers right away. Search for an existing company first.
5

Continue

Each match saves immediately, and removing a match also saves immediately. Select Continue to Review when you are done.
Subscriptions and catalog data are only synced for matched customers.

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Task 3: Review

1

Finish Setup

Select Finish setup once the required tasks are complete. This records that setup is complete. It does not wait for, or start, a sync.
2

Run a Full Sync

In the connection page header, select Run sync to pull your Sherweb customers, then the subscriptions and offer catalog for every matched customer. Newly matched customers get their subscriptions and catalog on this sync or the next daily sync.The sync runs in the background. Check Sync activity for the outcome, then check the customer’s subscriptions and catalog in the Storefront.

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What Gets Synced

The Sherweb integration syncs the following data:

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Customers

Every customer under your Sherweb account, ready to be matched to MSPortal companies.

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Subscriptions

Subscription details and pricing for each mapped customer, including quantities, status, and billing information. Subscriptions appear in the Storefront under Subscriptions.

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Catalog Items

Each mapped customer’s offer catalog from Sherweb, including product names, SKUs, and pricing. You control which catalog items clients can see: go to Settings > Storefront to mark Sherweb catalog items as Visible or Featured.
Sherweb subscriptions and catalogs are customer-scoped, so only data for customers mapped to an MSPortal company is stored.

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Synchronization Schedule

After initial setup, data syncs automatically: The daily sync runs customers first, then subscriptions, then catalogs, so subscription and catalog data always reflects your latest customer mappings.
You can trigger a manual sync at any time: select Run sync on the Sherweb connection page, or on the Sherweb row on the Active tab of Settings > Integrations.

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Managing Your Integration

After setup, open your Sherweb connection from the Active tab in Settings > Integrations:

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Rotating Your Credentials

If you need to update your Sherweb API credentials:
1

Open Connect

Go to Settings > Integrations, open your Sherweb connection and select Connect in the Setup guide. The saved values appear masked.
2

Enter New Values

Enter only the values you want to change. Leave a masked field unchanged to keep its current value.
3

Test the New Values

Select Test connection. The test checks your replacements combined with the stored values for unchanged fields.
4

Save Changes

Select Save changes. MSPortal checks the combined credentials again before saving them. A test alone does not save them.

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Managing Customer Mappings

Manage your Sherweb customer-to-company matches at any time:
  • Open the connection and select Import or match companies in the Setup guide, or
  • Select Map companies on Settings > Integrations to manage matches alongside your other integrations

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Disconnecting the Integration

Select More actions > Disconnect… and confirm. This removes your stored credentials, the customer matches, and the data synced from Sherweb. It cannot be undone. It does not cancel any subscriptions in Sherweb or revoke the API credentials there. You can reconnect at any time.

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Troubleshooting

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Security & Privacy

  • Credential Storage: Your Sherweb Client ID, Client Secret, and Subscription Key are encrypted using Supabase Vault and never exposed in logs or responses
  • Data Isolation: All synced data is tenant-isolated and only visible to your organization
  • Read-Only Access: MSPortal only reads data from Sherweb; it never modifies your Sherweb subscriptions or places orders

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Frequently Asked Questions

Open Connect, leave all three masked fields unchanged and select Test connection.
Yes. Enter the value to replace and keep the other fields unchanged. The test uses the replacement combined with the stored values.
Yes. Enter that value, test, and select Save changes. Unchanged masked fields keep their stored values. The update checks the combined set before saving.
No. Use Save and continue for a new connection or Save changes for replacements.
Yes. Manual choices, accepted suggestions and removed matches save immediately. Suggestions need your review before you accept them.
No. Catalogs are customer-specific. Check the intended company and its matched Sherweb customer.
No. Check Sync activity and the actual subscriptions and catalog after the background work runs.

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Next Steps

After setting up the Sherweb integration:

Set Up the Storefront

Curate the client-facing catalog and manage subscriptions

Import Companies

Learn more about mapping integration customers to companies

Sync Schedules

See when each integration refreshes its data

Other Integrations

Explore additional integration options

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Need Help?

For assistance with the Sherweb integration, contact support@msportal.ai.