Welcome to Elamar
Select a dashboard or tool from the menu above to get started.
Dashboards
Select a dashboard to view
Tools
Automation and utility tools
Database
Database management and queries
Management Dashboard
Reporting
Generate monthly client reports
Generate Report
Cash Flow Forecast
Xero-powered cash flow projections
Cash Flow Projection
| Company | Invoice # | Invoiced | ADR | Expected Date | Amount | Type |
|---|---|---|---|---|---|---|
| Loading transactions... | ||||||
These patterns were detected by analysing your historical bank transactions. Approve patterns to include them in your forecast.
| Description | Contact | Avg Amount | Type | Day of Month | Frequency | Occurrences | Status | Actions |
|---|---|---|---|---|---|---|---|---|
| No patterns analysed yet. Click "Analyse Patterns" to scan your transaction history. | ||||||||
Create different scenarios to compare "what-if" forecasts. Each scenario can have its own set of manual entries.
Scheduled Transfers
Recurring and one-time forecast entries from account balances.
| Description | From Account | Amount | Payment Date | Type | Actions |
|---|---|---|---|---|---|
| No scheduled transfers | |||||
Bank Accounts
Click "Add to Forecast" to create a scheduled transfer from any account.
| Account Name | Account Type | Current Balance | Currency | Actions |
|---|---|---|---|---|
| Loading bank accounts... | ||||
Billing Comparison
Compare Pax8 subscriptions with Datto RMM devices and M365 users
Client License Summary
Subscription Details
Click a client row above to view their subscriptions
Dashboard Overview
Database: msp_dash
Tables in Database
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Database Tables
Select a table to view its data
Table Data
Select a table to view its data
Custom Query
Results
Run a query to see results
Integrations
Connect and configure external services
Autotask
PSA ticketing system integration for syncing companies, contacts, tickets, and more.
UptimeRobot
Website and server monitoring with real-time uptime status and alerts.
Datto RMM
Remote monitoring and management platform for device oversight and automation.
Datto SaaS Protection
Cloud backup and protection for Microsoft 365 and Google Workspace data.
MSP360 Backup
Managed backup solution with endpoint protection and cloud storage.
ITQuoter
Cloud-based CPQ software for quotes, proposals, and order management.
Pax8
Cloud commerce marketplace for ordering, subscriptions, and billing management.
M365 Partner Center
Microsoft Partner Center for CSP customer management and license tracking.
OpenAI
AI-powered assistant using GPT models for intelligent analysis and automation.
Keap CRM
CRM and sales automation for managing contacts, companies, and pipelines.
Xero
Cloud accounting for invoices, bank reconciliation, and financial reporting.
SendGrid
Send transactional and notification emails from the platform.
More Coming Soon
Additional integrations will be added here as they become available.
Autotask
Autotask API configuration and sync
Last Sync Times
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API Usage
Autotask limits API calls to 10,000 per hour. Monitor your usage to prevent lockouts.
Manual Sync
Trigger a manual sync from Autotask. This will fetch the latest data.
Full Ticket Sync
Use this if you're missing tickets. Fetches ALL tickets from Autotask and marks deleted tickets.
Deletion Reconciliation
Check for tickets that have been deleted in Autotask and mark them as deleted locally. This helps clean up tickets that no longer exist.
Automatic Sync Schedule
Configure when syncs run. Changes apply immediately if scheduler is running.
Business Hours
Sync Jobs
Autotask API Configuration
Update your Autotask API credentials. Changes take effect immediately.
Database Setup
First time? Click this button to create the required database tables.
Auto Ticket Canceller
Automatically cancel tickets based on configurable rules
Auto-Cancel Rules
Rules are checked against new tickets every 5 minutes. Matching tickets will be automatically cancelled in Autotask.
| Name | Status | Match Logic | Conditions | Actions |
|---|---|---|---|---|
| Loading rules... | ||||
Manual Run
Manually trigger the auto-cancel process to check new tickets against all active rules.
Activity Log
Recent tickets that were automatically cancelled.
| Date/Time | Ticket # | Title | Rule | Match Reason |
|---|---|---|---|---|
| Loading logs... | ||||
Database & Deployment
Environment management and deployment
Current Environment
Deployment Actions
Pull latest changes, promote to production, or rollback if needed.
Pull Latest Changes
Pull the latest code from GitHub and restart this server.
Promote to Production
Merge dev branch into main, install dependencies, and restart production server.
Version History
Recent commits with deployment information. Use the rollback button to revert to a previous version.
| Hash | Message | Author | Date | Deployed | Actions |
|---|---|---|---|---|---|
| Loading... | |||||
Database Information
User Management
Manage dashboard users and permissions
Users
| Username | Display Name | Role | Status | Last Login | Actions | |
|---|---|---|---|---|---|---|
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Change Your Password
Permissions
Review and manage user permissions and access
Permission reference
Each permission controls access to specific views or actions. Admins have all permissions.
Users & their permissions
| User | Role | Permissions | Actions |
|---|---|---|---|
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TV Displays
Manage public dashboard URLs for TV screens
Public Dashboards
Create public URLs for dashboards to display on TV screens without login.
| Name | Type | URL | Refresh | Alert | Status | Actions |
|---|---|---|---|---|---|---|
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Alert Configuration
When alerts are enabled, a red pulsing border will appear on the TV display if:
- New Tickets > 1 - More than 1 ticket in "New" status created today
- Unassigned Tickets > 1 - More than 1 ticket with no assigned resource
UptimeRobot
Website and server monitoring integration
Account Information
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Monitors Overview
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API Configuration
Enter your UptimeRobot API key to enable monitoring integration.
Datto RMM
Remote monitoring and management integration
Account Information
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Devices Overview
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API Usage
Datto RMM limits API calls to 600 requests per 60 seconds. Monitor your usage to prevent rate limiting.
API Configuration
Enter your Datto RMM API credentials to enable device monitoring integration.
API Information
Access tokens expire after 100 hours
600 requests per 60 seconds
OAuth 2.0 with API Key/Secret
Datto SaaS Protection
Microsoft 365 and Google Workspace backup protection
Protected Domains
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Backup Statistics
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API Configuration
Enter your Datto SaaS Protection API credentials. Generate keys from the Datto Partner Portal under Admin > Integrations > API Keys.
API Information
https://api.datto.com/v1/saas
Basic Auth (Public/Secret Keys)
/domains, /seats, /bulkSeatChange
MSP360 Backup
Managed backup platform for endpoint protection
Backup Overview
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Backup Status
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Companies
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API Configuration
Enter your MSP360 API credentials. Generate them in the MSP360 console under Settings > General > API.
API Information
https://api.mspbackups.com
Bearer Token (via /api/Provider/Login)
/Users, /Companies, /Monitoring, /Computers
ITQuoter
Quoting and proposal management platform
Quoter Overview
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Recent Quotes
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Contacts
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API Configuration
Enter your ITQuoter (Quoter) API credentials. Generate them in your Quoter account under Account > API Keys.
API Information
https://api.quoter.com/v1
OAuth 2.0 Client Credentials
Access: 1 hour / Refresh: 24 hours
5 requests per second
Pax8
Cloud commerce marketplace and subscription management
Pax8 Overview
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Subscriptions
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Recent Invoices
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API Configuration
Enter your Pax8 API credentials. Generate them in the Pax8 app under Settings > Integrations > API Keys.
API Information
https://api.pax8.com/v1
OAuth 2.0 Client Credentials
Access tokens valid for 24 hours
1,000 calls per minute
M365 Partner Center
Microsoft Partner Center for CSP customer and license management
M365 Partner Center Overview
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CSP Customers
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API Configuration
Enter your Azure AD app registration credentials. Create an app in Azure Portal > Azure Active Directory > App registrations.
Setup Instructions
- Go to Azure Portal > App registrations
- Click "New registration" and name it (e.g., "MSC Portal Partner Center")
- Set "Supported account types" to "Accounts in any organizational directory"
- After creation, note the Application (client) ID and Directory (tenant) ID
- Go to "Certificates & secrets" > "New client secret" and save the value
- Go to "API permissions" > "Add permission" > "APIs my organization uses"
- Search for "Microsoft Partner Center" and add user_impersonation permission
- Click "Grant admin consent" for your organization
API Information
https://api.partnercenter.microsoft.com/v1
OAuth 2.0 Client Credentials
CSP Indirect Reseller
App+User auth requires MFA from April 2026
OpenAI
AI-powered assistant and analysis engine
API Status
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Available Models
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Quick Test
Send a test prompt to verify the API connection and model response.
API Configuration
Enter your OpenAI API key. Generate one from your OpenAI account at platform.openai.com/api-keys.
API Information
https://api.openai.com/v1
Bearer Token (API Key)
Varies by model and tier
Pay-per-token usage based
Keap CRM
CRM, sales automation, and contact management
Keap Overview
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Recent Contacts
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Tags
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OAuth2 Configuration
Connect to Keap using OAuth2. Get your Client ID and Secret from the Keap Developer Portal.
Connection status: Checking...
API Information
https://api.infusionsoft.com/crm/rest/v1
OAuth 2.0 with Bearer Token
/contacts, /companies, /tags, /opportunities
Xero
Cloud accounting and financial management
Xero Overview
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Recent Invoices
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Contacts
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API Configuration
Xero uses OAuth 2.0 authorization. Register an app at developer.xero.com, then enter your credentials below and connect your Xero organisation.
API Information
https://api.xero.com/api.xro/2.0
OAuth 2.0 Authorization Code
Access: 30 min / Refresh: 60 days
/Invoices, /Contacts, /Accounts, /Organisation
SendGrid
Send emails from the platform
Status
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Send test email
Send a test email to verify the integration (admin only).
API Configuration
Enter your SendGrid API key and sender details. You can create an API key in SendGrid → Settings → API Keys. Leave API key blank to keep the current value.