Use Pagero Integration settings to connect Costpoint to your Pagero account. Enter the credentials provided by Pagero, and then select whether Costpoint sends submissions to a Pagero test environment or production environment.
Prerequisite
Before you configure Pagero Integration in Costpoint, obtain a Pagero account and generate a Client ID and Client Secret through Pagero.
Contents
| Field | Description |
|---|---|
| Client ID | Enter the Client ID provided by Pagero. Pagero generates this credential through your Pagero account. Costpoint uses it to authenticate the connection to Pagero. |
| Client Secret | Enter the Client Secret provided by Pagero. Pagero generates this credential through your Pagero account. Costpoint uses it with the Client ID to authenticate the connection to Pagero. |
| Confirm Client Secret | Re-enter the Client Secret to confirm the value. |
| Assigned Company ID | Enter the company ID for the sending company. This ID is assigned by Pagero. |
| Submit To | Select the Pagero environment for submissions. Choose Test Environment to send test submissions or Production Environment to send live submissions. |