Home > SI Documentation (v14) > Administrator Guide > Setup > Control Panel > D-Tools Cloud

D-Tools Cloud

Table of contents

Setting

 

cloud cp.jpg

 

This setting allows you to connect to D-Tools Cloud. Once connected you can import "Won Opportunities" from D-Tools Cloud into SI as a Project. Click here for the FAQ on this integration.

Requirements

 

  • You must have a D-Tools Cloud account. If you don't have one, you can sign up here.
  • You must have an SI account and be on Software Assurance (SA).
  • You must know your SI Product Key.

 

To get your SI Product Key, you must login to SI as an "Administrator".

  • Click your user name in the upper-right corner of the SI interface.

 

user name.jpg

 

  • Click the Registration button.

 

registration.jpg

 

  • Your Product Key will display and can be copied.

 

product key.jpg

Steps

 

Log in to D-Tools Cloud and then hover over the person icon in the lower left corner of interface and select "Settings":

 

cloud settings.jpg

 

Click "Manage" under Integrations.and then the Manage button in the System Integrator section.

 

manage integrations.jpg

 

Enter your SI Product Key and click the Connect button:

 

enter SI product key.jpg

 

When done it will show as connected:

 

conected to SI.jpg

 

Log in to System Integrator and open the D-Tools Cloud Integration setting under Integrations in the Control Panel.

Check the box to "Enable D-Tools Cloud Integration" and click the OK button.

 

si settings.jpg

 

When connected you will get the following confirmation:

 

confimation of connection to d-tools cloud.jpg

 

You can now import "Won Opportunities" from D-Tools Cloud into SI as a Project. Click here for details.

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