--- title: How to update credentials for finance Tab in the Wetransact Portal? slug: how-to-update-credentials-for-finance-tab-in-the-wetransact-portal icon: {"faIcon":"fa-brands fa-wordpress"} docTags: createdAt: 2025-06-19T11:50:01.370Z --- 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. :::hint{type="success"} **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](https://images.tango.us/workflows/7f99e625-ddef-4488-9f92-488a6717aae7/steps/69bfad04-5ef3-45c2-a272-f6d890aaf9d1/07617763-c308-4c00-8d2d-d8d1eebea77c.png?crop=focalpoint\&fit=crop\&fp-x=0.5000\&fp-y=0.5000\&w=1200\&border=2%2CF4F2F7\&border-radius=8%2C8%2C8%2C8\&border-radius-inner=8%2C8%2C8%2C8\&mark-x=1075\&mark-y=5\&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkMwMjE3NzQmdz02NSZoPTY1JmZpdD1jcm9wJmNvcm5lci1yYWRpdXM9MTA%3D) ### 🟣 Click on Account settings ![Step 2 screenshot](https://images.tango.us/workflows/7f99e625-ddef-4488-9f92-488a6717aae7/steps/80a1069e-390b-4424-a3db-004e569aa44c/3b3f2944-fcd3-4eea-8cf4-4392df7ec025.png?crop=focalpoint\&fit=crop\&fp-x=0.8256\&fp-y=0.1027\&fp-z=3.0026\&w=1200\&border=2%2CF4F2F7\&border-radius=8%2C8%2C8%2C8\&border-radius-inner=8%2C8%2C8%2C8\&mark-x=395\&mark-y=208\&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTYlMkMwMjE3NzQmdz00MTAmaD04MCZmaXQ9Y3JvcCZjb3JuZXItcmFkaXVzPTEw) ### 🟣 Click on User management ![Step 3 screenshot](https://images.tango.us/workflows/7f99e625-ddef-4488-9f92-488a6717aae7/steps/7f133c2d-3c5d-423a-962b-c90efa99d62d/996bea1d-6bba-4044-9261-baa5893c0c00.png?crop=focalpoint\&fit=crop\&fp-x=0.1416\&fp-y=0.3190\&fp-z=1.7375\&w=1200\&border=2%2CF4F2F7\&border-radius=8%2C8%2C8%2C8\&border-radius-inner=8%2C8%2C8%2C8\&mark-x=8\&mark-y=358\&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTYlMkMwMjE3NzQmdz01NzQmaD04OCZmaXQ9Y3JvcCZjb3JuZXItcmFkaXVzPTEw) ### 🟣 Click on Microsoft Entra Applications ![Step 4 screenshot](https://images.tango.us/workflows/7f99e625-ddef-4488-9f92-488a6717aae7/steps/f76832b3-417d-4da2-a0b0-8d4afe6f52fd/42911f2f-1004-479c-85bc-d336b2c6a86d.png?crop=focalpoint\&fit=crop\&fp-x=0.2503\&fp-y=0.2500\&fp-z=2.0000\&w=1200\&border=2%2CF4F2F7\&border-radius=8%2C8%2C8%2C8\&border-radius-inner=8%2C8%2C8%2C8\&mark-x=476\&mark-y=134\&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTYlMkMwMjE3NzQmdz0yMjAmaD00NiZmaXQ9Y3JvcCZjb3JuZXItcmFkaXVzPTEw) ### 🟣 Click Add Microsoft Entra Application Click on Existing Extra application for instance - '***api-yourcompanywetransact***' ![](https://api.archbee.com/api/optimize/wlBoYP3-_D88k8I6lqBSW/gZAUV4aoo7Cm4I4nEZeaT_download-43.png) ### 🟣 Click on Api-Access and click on add new key ![](https://images.tango.us/workflows/7f99e625-ddef-4488-9f92-488a6717aae7/steps/832a1083-8a0c-4a6c-9c97-21cbbc3d6fa1/7b2e7659-0b5d-4cf6-a077-e41a10c8b7df.png?crop=focalpoint\&fit=crop\&fp-x=0.5000\&fp-y=0.5000\&w=1200\&border=2%2CF4F2F7\&border-radius=8%2C8%2C8%2C8\&border-radius-inner=8%2C8%2C8%2C8\&mark-x=1075\&mark-y=157\&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkMwMjE3NzQmdz0xMDImaD0zMiZmaXQ9Y3JvcCZjb3JuZXItcmFkaXVzPTEw) ### 🟣 This page will appear with your Client Id and the Key. Copy and save it. :::hint{type="warning"} ***Leave that page openβ€”if you close it, you won't be able to access your key again.*** ***If you're in doubt, save these values*** ![](https://images.tango.us/workflows/7f99e625-ddef-4488-9f92-488a6717aae7/steps/0cb19c20-248a-455d-8f29-31adff8b83e9/50de8610-f99f-4c60-97ef-ac8fb6c12286.png?crop=focalpoint&fit=crop&fp-x=0.3457&fp-y=0.3419&fp-z=1.4502&w=1200&border=2%2CF4F2F7&border-radius=8%2C8%2C8%2C8&border-radius-inner=8%2C8%2C8%2C8&mark-x=34&mark-y=335&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTYlMkNGRkI3MzMmdz0xMDAzJmg9MTE4JmZpdD1jcm9wJmNvcm5lci1yYWRpdXM9MTA%3D) ::: ### 🟣 Sign in to the WeTransact portal and click on settings ![](https://api.archbee.com/api/optimize/wlBoYP3-_D88k8I6lqBSW/i-C7yK_Odf_v_F982UabR_download-37.png) ### 🟣Click on Organisation ![](https://api.archbee.com/api/optimize/wlBoYP3-_D88k8I6lqBSW/SgDhWUDQJsfvrFKGLG35k_download-7.png) ### 🟣 You'll see the Multiple Locations section. Under Credentials, click the πŸ‘οΈ symbol. ![](https://api.archbee.com/api/optimize/wlBoYP3-_D88k8I6lqBSW/WFZV7xoJIsU4M-N-41Y_j_download-8.png) ### 🟣 Enter tenant ID, Client ID and secret with Seller ID The Seller ID can be found in Partner Center under **Account settings β†’ Legal info β†’ Developer **tab. ![](https://api.archbee.com/api/optimize/wlBoYP3-_D88k8I6lqBSW/SGxgGrY3XsejfGXHAugzT_download-9.png) ### 🟣 Click on Validate Credentials and Save ![](https://api.archbee.com/api/optimize/wlBoYP3-_D88k8I6lqBSW/hQk3NFV3Ip0sCMoqlcqsk_download-10.png) ### 🟣 The Finance Tab is all set with new credentials ! ![](https://api.archbee.com/api/optimize/wlBoYP3-_D88k8I6lqBSW/1S-yxCR_BdfAP112pw5Af_download-13.png) ***πŸ’¬ For more, contact us at : ***