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How to update credentials for finance Tab in the Wetransact Portal?
10 min
the credentials used to set up the finance tab can expire over time when this happens, the system is no longer able to retrieve your finance data from partner center to fix this, you’ll simply need to create new credentials and update them in the finance tab once the new credentials are added, finance data will start syncing again as expected 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 click on existing extra application for instance ' api yourcompanywetransact api yourcompanywetransact ' 🟣 click on remove to remove old credenatils or you can leave it like as it is 🟣 click on add new key 🟣 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 🟣 sign in to the wetransact portal and click on the finance tab, then select add credentials 🟣 you will see the tenant id and client id, please replace client id and key then click validate credentials 🟣 click on save step 14 screenshot 🟣 the finance tab is all set with new credentials ! step 15 screenshot 💬 for more, contact us at support\@wetransact io