How to Connect and Share with a Web Services Provider

Last updated: 06-08-2021

Many utilities and third-party service providers exchange data directly with their customers’ Portfolio Manager accounts via web services. This 6-page guide will walk you through how to set up a connection with the web service provider’s account and share access to the relevant Portfolio Manager records. 

Download the guide here. (PDF, 847.58 KB )
Topic: How-to guides