Publishing Product Listing
How to Set Up the Finance Tab in the Wetransact Portal?
13 min
some informations need to be fetch real time from microsoft we do connect through apis to revert back these data in an easy way in your wetransact ui user rights you will need a global admin role to perform this task 🟣 on partner center click on the little wheel on the top right step 1 screenshot 🟣 click on account settings step 2 screenshot 🟣 click on user management step 3 screenshot 🟣 click on microsoft entra applications step 4 screenshot 🟣 click add microsoft entra application step 5 screenshot 🟣 click on create azure ad application and "continue" step 6 screenshot 🟣 fill the following fields, replace " yourcompany yourcompany " by your company name name name api yourcompany yourcompany wetransact url https //www yourcompanywetransact io step 7 screenshot 🟣 check developer, business contributor, finance contributor & marketer roles step 8 screenshot 🟣 click on the newly created app registration step 9 screenshot 🟣 add new key step 10 screenshot 🟣 this page will appear with your client id and the key copy and save it leave that page open—if you close it, you won't be able to access your key again if you're in doubt, save these values step 11 screenshot 🟣 sign in to the wetransact portal and click on the finance tab, then select add credentials 🟣 add tenant id and fill client id and client secret, then click validate credentials if you need to find the tenant id, please follow this https //docs wetransact io/how to find your tenant id in azure portal step 13 screenshot 🟣 click on save step 14 screenshot 🟣 the finance tab is all set! step 15 screenshot 💬 for more, contact us at support\@wetransact io