The Work 365 StreamOne Ion integration enables bi-directional sync between Work 365 and the Ion portal for Subscriptions and Accounts. The connector will require an integration user to be created within the Ion portal

Before you begin

You must be a licensed Work 365 user with the Work 365 Admin security role assigned to you to create new provider connections.

You must be able to login to the StreamOne Ion portal as a user with the Account Admin role.

Step 1: Creating the integration account

To create the connector within Work 365, you must first create an integration account on the StreamOne Ion portal. This account should be separate from any other user-based accounts within the portal. While an email address is required for the user, Single Sign-On to the Entra tenant is not enabled. Therefore, the email address can be any resolvable address within your tenant, including a shared mailbox. To create the new integration account:

1. Log into the StreamOne Ion portal as a user with the Account Admin role
2. In the upper right, expand the horizontal bar (hamburger) menu. In the settings menu, click on Users
3. In the Users configuration, click ➕Add User
4. Fill in the following information:
   Contact Name: Work 365 Integration Account
   User Role: Sales
   Email: Any resolvable email address, including shared mailboxes, within your tenant.
   Status: Active
   Password: Create a password for the integration user and store it in a safe place. You will not be logging in as this user at any point
5. Click Save to create the new user. You will be taken back to the Users list
6. Double click on the user you've just created to open the Edit User page
7. A section of User Details labeled Oauth credentials will be visible. Click Request New Credentials
8. Copy the Refresh Token and paste it somewhere easily accessible to be used in Step 3 when creating the connector in Work 365

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Refresh Token Expiration

The Refresh Token captured in Step 1 has an expiration time associated with it. If you create the integration user in the StreamOne Ion portal and don't proceed with the other steps until a later date, you will need to log back on to the Ion portal and copy the updated Refresh Token when you are ready to configure the integration within Work 365.

Step 2: Collect the Account ID and API Key

1. Log into the StreamOne Ion portal as a user with the Account Admin role
2. In the upper right, expand the horizontal bar (hamburger) menu. In the settings menu, click on Account Information
3. At the bottom of the Account Information page, click on Generate New API Keys
4. Keep the Account Information page open while you proceed to Step 3

Step 3: Configure the connector

1. Log into Work 365 as a user with the Work 365 Admin security role assigned
2. Use the area selector at the bottom of the left-hand navigation to change the area to Administration, then click Admin Hub
3. In the Admin Hub tabs at the top of the page, click Integrations, then click Add New
4. Find the tile for the StreamOne integration and click Create
5. Fill in the following information:
   Name: Fill in a display name for this connector or keep the default
   Refresh Token: Paste the refresh token collected in Step 1. Note if this refresh token was not collected within the past few hours you may need to return to the StreamOne Ion portal and retrieve the most recent token as they expire periodically
   API Key: From the Account Information page in the StreamOne Ion portal, copy the API Key created in Step 2 and paste it into the connector configuration
   API Secret: From the Account Information page in the StreamOne Ion portal, copy the API Secret created in Step 2 and paste it into the connector configuration
   Account ID: Enter the Account ID shown on the Account Information page from the StreamOne Ion portal
   Country: Fill in the partner country where you are registered as a reseller with TDSynnex
   Currency Code: Select the currency code for your default currency with TDSynnex. In the StreamOne Ion portal, you can find your default currency in Settings > Billing > Currency Conversion
6. Once all required fields have been completed, click Save. You will be returned to the list of connectors.
7. Find the new StreamOne Ion connector in the list. At the right end of the row, click the ⚙️ icon and then click Verify Connectivity
8. Once connectivity has been verified, you can choose to initiate the provider account sync. This will synchronize your customers from the StreamOne Ion portal into Work 365 and allow you to map those profiles to existing accounts, or to create new accounts if they don't already exist in Work 365. To initiate this sync, click on the ⚙️ icon once more and then click Sync Provider Accounts