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D-Tools Cloud
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Written by Ashok P
Updated over a month ago

D-Tools Cloud is a cloud-based, end-to-end business and project management solution from D-Tools. You can import a "Won opportunity" from D-Tools Cloud into SI as a project by enabling the integration with D-Tools Cloud.

If you want to get a preview of this integration, check out this news article.

To enable and configure this integration end-to-end, you will need to log into both D-Tools Cloud and SI, one after the other, and enable the integrations.

Prerequisites

  • 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.

On D-Tools Cloud

1/ Log in to D-Tools Cloud and go to Settings > Integration > Manage Integrations.

2/ Click the Setup button in the System Integrator section.

3/ 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

On SI

1/ Log into SI, and click the D-Tools Cloud Integration setting icon under Integrations in the Control Panel.

cloud cp.jpg

2/ Select the Enable D-Tools Cloud Integration check box and click the OK button.

si settings.jpg

When connected, you will get the following confirmation.

confimation of connection to d-tools cloud.jpg

Finding SI Product Key

1/ Log into SI as an "Administrator."

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

user name.jpg

3/ Click the Registration button.

registration.jpg

4/ Your product key will be displayed, and you can copy it.

product key.jpg

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