Dashboard Guide

How to Configure Supplier Credentials

Get your integrations running securely in 4 simple steps.

🚨 Please DO NOT Email Us Your Credentials!

Sending passwords over email in plain text is a severe security risk. While our team can manually enter them if absolutely necessary, doing so significantly delays your integration setup. To keep your accounts secure and active instantly, please enter your credentials yourself in your encrypted dashboard below.

Why configure your own credentials?

By default, PSRESTful uses shared agent credentials to fetch public catalog data. To access your own negotiated customer pricing or run secure transactional workflows, you must enter your own supplier credentials.

Shared Keys handle: Public product data, media files, net/list price, and stock levels.
Your Custom Keys unlock: Custom customer pricing, PO dispatch, real-time Order Status, and Invoices.

Step-by-Step Setup Guide

1

Go to your Credentials Dashboard

Open your configuration settings panel to access the setup form.

Go directly to Dashboard Configuration Page

URL Link: https://psrestful.com/dashboard/configure-credentials/

2

Click "+ One Credential"

Click the blue + One Credential button at the top-right of your screen. This will open the safe, encrypted credentials popup modal.

3

Select Supplier, enter details, and click "Submit"

Inside the popup form, do the following:

  • Select your target supplier from the Supplier dropdown list.
  • Scroll to the Production Environment card.
  • Enter your supplier-issued Username/ID and Password.
⚠️ Staging vs. Production: Always prioritize entering your Production credentials. The Staging environment is entirely optional, and its only practical use is for testing Purchase Orders (POs) in a safe sandbox before going live.

Click the blue Submit button at the bottom of the popup (or click the white Close button to discard changes).

4

Test your credentials

Once your keys are saved, they will appear in your credentials list table.

Locate your supplier in the table and click the blue Run Test (Play) icon () under the Actions column. Our automated tester will verify your keys against the supplier's servers in real-time, showing a green checkmark if they work perfectly!

Service-Specific Credentials

Do you have split credentials? Some suppliers require unique login details for individual services. For example, they might issue you one set of keys for Inventory and a completely different set for submitting Purchase Orders.

To set these up, click the Show Services dropdown under the credentials column for that supplier. This allows you to add specific username and password overrides for individual endpoints (like Invoice, PO, or Pricing) without affecting your default keys.


Technical Overview (For Developers)

If you are importing credentials in bulk or running connection tests, refer to these detailed dashboard options below:

Import CSV

Bulk Credentials Import

Set up your entire catalog at once using a CSV upload. Standard format requires the following column fields:

Code, StagingUsername, StagingPassword, ProductionUsername, ProductionPassword
Download All

Download Configurations

Back up your active supplier configurations instantly. This downloads a structured CSV spreadsheet of your registered credentials for safe offline storage.

Delete All

Reset All Credentials

Irreversibly deletes all custom credentials across your entire supplier catalog, cleanly returning your integration settings to defaults.

Reading the Credentials Table

Column / Control What it Tells You & How to Use It
Supplier Name & Code Shows the integrated supplier and their Code. Note that the supplier code is the exact official code configured in the PromoStandards directory (such as HIT or Aakron). Use this Code to programmatically identify the supplier in your REST requests. You can find the exact list of integrated suppliers and their codes on our Integrated Suppliers List.
STG PROD Active status badges. Orange (STG) indicates sandbox keys are present. Green (PROD) indicates your live production credentials are saved.
Show Services Expandable dropdown. Click to add or edit overrides for individual endpoints (such as configuring separate usernames for Purchase Orders vs. Invoices if required by the supplier).
View details Displays your credentials. Passwords are masked (••••••••) for security, featuring quick one-click copy and visibility-toggle triggers.
Run Test The Connection Tester: Instantly calls the supplier's active PromoStandards web services to verify your saved credentials. Displays connection latency and returns a success checkmark for verified configuration.

Frequently Asked Questions

Q: Why do some of my endpoints fail even after entering my default credentials?

Some suppliers enforce separate login keys for sensitive operations. While your default keys might work for checking Inventory, they might fail for submitting Purchase Orders or downloading Invoices. If this happens, click Show Services under the Credentials column to add service-specific overrides for those failing endpoints.

Q: I entered my credentials. How can I verify that they are correct?

You do not need to guess or run API code to test. Locate your supplier in the table and click the blue Run Test (Play) icon under the Actions column. Our platform will instantly perform secure diagnostic requests against the supplier's servers and display a breakdown of which services are successfully authenticated.

Q: When do I need to configure the Staging (STG) environment?

The only practical use for Staging credentials is testing Purchase Orders (POs) inside a sandbox environment. If you are not integrating automated PO submissions, you can completely ignore Staging and focus solely on entering your live Production (PROD) credentials.

Q: Can I just email my passwords to support to enter them for me?

No, please do not email passwords. Standard emails are sent in plain, unencrypted text and can be easily compromised. To protect your business and keep setups running securely and without delay, please use the encrypted dashboard inputs to configure your keys.