How to manage customers in IT Advisor

[Jerome_C]

Hi,

I am using IT Advisor (9.1.0) for a couple of month now after upgrading from DCO.

In the windows client, if i edit the attribute of an equipement i have access to the customer properties where i could choose from the drop down list. But this list is, of course empty, because i haven't filled it.

Where can i manage the list of our customers ? Is it a feature related to a licence (change, capacity,  ...) ? or i didn't find the menu in the application ?

Thanks for your help

[Jef · Accepted solution]

Hi Jerome,

Please see the following article it describes how to add customer via REST api (in ITA)

https://helpcenter.ecostruxureit.com/hc/en-us/articles/360007193757-Adding-customer-via-ITA-REST-web...

Kind regards,

Jef

[Jerome_C]

Hi Jef,

Thank you for the tip. I am surprised that there is no graphical tools to manage this particular aspect of the software.

I will try with the REST API to check if i can build a list of my customers.

Kind regards,

Jerome

[Jef]

Hi Jerome,

You are welcome. This is basically Colo related feature - usually Colo owners have their own tools to manage their customers and wanted to import the data (to DCO/ITA) via web services.

Kind regards,

Jef

[Jerome_C]

Hi,

In deed, it makes sense .

Kind regards,

Jerome

[JeffLynch]

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@Jerome_C wrote:

Hi,

mygroundbiz website

I am using IT Advisor (9.1.0) for a couple of month now after upgrading from DCO.

In the windows client, if i edit the attribute of an equipement i have access to the customer properties where i could choose from the drop down list. But this list is, of course empty, because i haven't filled it.

Where can i manage the list of our customers ? Is it a feature related to a licence (change, capacity,  ...) ? or i didn't find the menu in the application ?

Thanks for your help

---

Thank you so much your site has nice content

[gsterling]

Hello Jeff.

To add customers to the customer drop-down you must use the REST api's built into your ITA server. This page had a description of the process.

https://helpcenter.ecostruxureit.com/hc/en-us/articles/360007193757-Adding-customer-via-ITA-REST-web...

A number of our customers who use this feature keep/store their customer information in an external system to which they integrate to ITA using the REST api's ,

The API is dynamic, so as soon as you add a customer it will appear in the desktop client.

Regards

Greg Sterling