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Reselling ispmanager licenses through Upmind

Reselling ispmanager licenses through Upmind

Upmind offers automated resale of ispmanager 6 lite, pro, and host licenses.

Integration features

Features

Clients

Administrators

Customized branding

❌

✅

Create users and log into the client area

✅

✅

Create, manage, and delete connections

❌

✅

Create, manage, and delete product categories

❌

✅

Create, manage, and delete products

❌

✅

Create, manage, and delete options

❌

✅

Create, manage, and delete attributes

❌

✅

Order licenses

✅

❌

Delete licenses

✅

✅

License management (create, reissue, change keys, synchronize data, retrieve data, change versions, suspend, and resume)

❌

✅

License resale requirements

Available for resale only through your personal account at eu.ispmanager.com.

Integration setup is free and requires no additional modules or manual configuration.

Setting up a connection to ispmanager

Start by setting up a connection in Upmind:

  1. Log in to Upmind with your administrator account at https://PANEL_DOMAIN.upmind.app/admin/auth/login.
  2. Go to the Settings section.
  3. Click Provision configurations.
  4. On the page, click Add new configurations.
  5. Fill in the information to configure the connection to your ispmanager account:
    • Is enabled? (Yes/No) — check this box to enable the connection immediately after creation. This option is enabled by default
    • Name — name of the connection. For example, ispmanager licenses
    • Provision category — select the Software Licenses category
    • Is Software Licenses default? (Yes/No) — check this box to use software licenses for connections by default. This option is disabled by default
    • Provider — select ispmanager
    • Is ispmanager default? (Yes/No) — check this box to make ispmanager the default service provider. This option is disabled by default
    • Username — the email address of the account that will be used to make purchases in your ispmanager account

    • Password — the password of the account that will be used to make purchases in your ispmanager account

       If 2FA is enabled for your account in your ispmanager client area, the connection between platforms will fail. Disable 2FA or use a different account for the integration.

  6. Click Create.

Product management

After setting up the connection in Upmind, add a product category. This will allow you to add products with ispmanager 6 lite, pro, and host licenses. Next, configure the products so they appear in the online storefront and are available for ordering.

All data in the admin panel that will be displayed in the client area is translatable. Configure translation into other languages.

How to configure translation in Upmind
  1. Log in to Upmind with your administrator account at https://PANEL_DOMAIN.upmind.app/admin/auth/login.
  2. Go to the Settings section.
  3. Click Brand settings.
  4. In the Brand languages ​​section, select the supported languages.
  5. If necessary, change the primary language for the admin panel and client area in the Default language.
  6. Click Save.
  7. When creating or configuring entities, click .
  8. In the translation form, enter the text in the primary and secondary languages.
  9. CLick Save.

Creating a product category

The product category will be displayed as a showcase in the online store and will contain licensed products.

To create a category, follow the steps below:

  1. Log in to Upmind with your administrator account at https://PANEL_DOMAIN.upmind.app/admin/auth/login.
  2. Go to the Store catalogue section.
  3. Select the Products tab.
  4. Hover over Add new → click Products category.
  5. Fill in the information to create the category:
    • Category name — the category name that will be displayed in the online store. Example: Licenses ispmanager 6 light, pro, host
    • This is a subcategory? (Yes/No) — check the box to create a subcategory instead of the parent category. This option is disabled by default
    • Category description — main category description. Displayed in the storefront
    • Category short description — short category description. If a main category description is specified, the short category description, which will be displayed in the storefront, takes precedence
  6. Click Create.

After creating a category, you can start creating products.

Creating a product

Sequentially create products with ispmanager 6 lite, pro, and host licenses within the product category.

To create a product, follow the steps below:

  1. Log in to Upmind with your administrator account at https://PANEL_DOMAIN.upmind.app/admin/auth/login.
  2. Go to the Store catalogue section.
  3. Select the Products tab.
  4. Hover over Add new→ click Products.
  5. Fill in the information to create the product:
    • Product category — select a previously created product category.
    • Product type — select the product type to add to the category: 
      • Single product — a single product. For example, an ispmanager 6 lite license will be added to the category
      • Product bundle — a single product created from a group of existing products. For example, a product with ispmanager 6 lite and host licenses will be added to the category
    • Is active? (Yes/No) — check this box to display the product in the online store and make it available for order. This option is enabled by default
      • Is visible to client? (Yes/No) — check this box to make the product available for order not only for your organization's employees but also for customers. This option is enabled by default
    • Product name — the product name in the admin panel and customer area
    • Product description — the product description. Displayed on the product card in the customer area
  6. Click Create.

Configuring a product

After creating licensed products, configure them one by one:

  1. Log in to Upmind with your administrator account at https://PANEL_DOMAIN.upmind.app/admin/auth/login.
  2. Go to the Store catalogue section.
  3. Select the Products tab.
  4. Click and expand the previously created category.
  5. Click the previously created product. For example, the ispmanager 6 lite license.

  6. In the product settings, fill in the required information in the tabs:

    Product details

    Main product settings include:

    • Image upload — 8 images are available in .png, .jpg, .svg, and similar formats. These images will be displayed in the admin panel and client area (store, client dashboard, etc.)

      For image upload testing, use our logo.

    • Product store link — a unique link to a product in the store. Allows you to preview the product on the storefront before listing it for sale
    • Can this product be ordered in bulk? — specify if licenses are available for bulk purchase:
      • Yes — multiples licenses of the same type can be sold at once

      • Yes, in multiples of... — multiples of the same type can be sold at once, in multiples of the entered value. For example, if the value is 2, then an even number of licenses (2, 4, 6, 120, etc.) can be sold

        If bulk sales are allowed, additional settings are available.

        Details
        • Limit order quantity? (Yes/No) — check this box to allow number of orders between the minimum and maximum values.
          • Min order quantity — minimum number of orders. Example: 100
          • Max order quantity — maximum number of orders. Example: 1000
      • No — selling licenses in bulk is prohibited
    • Advanced settings:
      • Report code 1/2 — product codes for generating reports and simplifying the identification of active orders. Examples: test, 125, etc.
      • UI metadata — search keywords for licenses in the store. Default value: null (keywords not specified)
    Product billing
    • Purchase type (select one of the options):
      • One-off payment — a one-time, continual payment for the product
      • Recurring payment (subscription) — a product subscription. Payment periods are configured separately
    • One-off basis:
      • Advanced — set up a monthly or annual payment, or copy prices from another product
      • Add currency — add additional currencies for billing periods if needed
      • Price/Add new term — set the price or set the cost for each required billing period
    • Multi-currency options (select one of the options):
      • Omit product — the product is available for purchase only in the currencies set in the brand settings
      • Make available (convert prices) — the product is available for purchase in all currencies by converting prices at the market rate
    • Default payment term:
      • Default payment term — the default period set when paying for the product:
        • Inherit from brand — the payment term is inherited from the brand Default value: month
        • Lowest price — payment period with the lowest price
        • Lowest monthly price — payment period with the lowest monthly price
        • Highest price — payment period with the highest price
    • Affiliate controls:

      • Allow affiliate? (Yes/No) — check this box to include the product in affiliate payout calculations. Affiliates will be able to recommend the product and receive profits from sales. This option is enabled by default

        For more information on setting up the affiliate system, see the official Upmind documentation.

    • Product trial (available when Recurring payment (subscription) is enabled):
      • Support trial period? (Yes/No) — check the box to enable a trial period for the product. This option is disabled by default
        • Force trial period? (Yes/No) — check the box to make a trial period mandatory
        • Trial period duration (in days) — trial period duration in days. Default value: 7 days
        • Pre-expired notification (in days) — a notification sent the specified number of days before the end of the trial period. Default value: 1 day
        • End of trial action — after the free trial period ends:
          • Continue — the paid version of the product or service will be used
          • Migrate — the product or service will be migrated:
            • Select migration product —select the product or service to migrate to
          • Cancel — the product will be cancelled
    • Revenue recognition:
      • Inherit brand default settings? (Yes/No) — check the box to inherit the brand's revenue recognition policy for the product. This option is enabled by default

      • When do you want to recognise revenue? — the revenue recognition period for the product:

        Examples

        Example 1:

        A client ordered and paid for a monthly license for ispmanager 6 lite. The license costs $5. For the accounting department, the service will be considered rendered on the same day, and revenue will be recognized as $5.

        Example2: 

        A client ordered a monthly license for ispmanager 6 lite but did not pay for it. For the accounting department, the service will be considered rendered on the same day, and revenue will be recognized as $0.

        • Immediately over billing cycle
        • Spread over billing cycle
    Product options

    Options allow collecting statistics when ordering products and control their final prices.

    Example of adjusting the product price

    The price listed for ispmanager 6 lite in the store is 0. The following mandatory options are configured for the product:

    • $5 for personal use
    • $6 for development
    • $7.5 for commercial purposes

    Depending on the selected option, the customer will pay between $5 and $7.5 for the license.

    Learn more about creating and configuring options on the official Upmind website.

    Product attributes

    Attributes allow you to collect statistics when ordering a product, without changing its final price.

    Statistics collection example

    The final price for ispmanager 6 lite in the store is $5. The following attributes are configured for the product:

    • for personal use
    • for development
    • for commercial purposes

    After purchasing a license, the order details will display information about the purpose of purchasing the product.

    For more information on creating and configuring attributes, visit the official Upmind website.

    Provisioning

    Provision blueprint:

    • Blueprint — select Software Licenses

    Provision providers:

    Setup functions:

    • Setup functions — select Create license. The value is set by default

    Order setup field:

    • Defer mode — select the step for filling out the details when applying for a license:
      • Inherit from category (None) — no details required. This value is set by default.
      • None — during order placement
      • Optional — during order placement with confirmation of details after payment
      • Hidden — after payment

    Provision fields:

    • Package Name/Identifier — license ID. Example: 55227 (for ispmanager 6 lite)
    Recommendations

    If necessary, customize recommendations:

    Click Manage → select the product or product categories that will be recommended to the user when they go to cart.

    Product notifications

    Set up notifications if you want to notify users about license expiration, renewal, activation, deletion, etc.

    Click Add → add notifications for triggers:

    • Trigger — an automatic action that will trigger a notification to the client.

      Available triggers
      • Contract product activated
      • Contract product cancelled
      • Subscription lapsed
      • Contract product created
      • Contract product changed
      • Contract product renewed
      • Contract product suspended
      • Order product unsuspended
      • Contract product awaiting activation
      • Auto-expire enabled
      • Auto-expire disabled
      • Product cancellation request approved
      • Product cancellation request created
      • Product cancellation request deleted by client
      • Product cancellation request deleted by user
      • Contract product billing cycle changed
      • Contract product tax updated
      • Contract product due date changed
      • Contract product price changed
      • Contract Product Manual Status Off
      • Contract product status updated
      • Auto-renew enabled
      • Auto-renew disabled
      • Contract product expire notification
      • Contract product setup values require confirmation
      • Contract product currency changed
      • Contract product ownership changed
      • Contract Product Trial Ended
      • Contract Product Trial Expires Soon
      • Contract Product Trial Migrated New
      • Contract Product Trial Migration Failed
      • Contract Product Trial Started
      • Contract Product Trial To Paid
      • Contract product invoice consolidation disabled
      • Contract product invoice consolidation enabled
      • Contract Product Failed Consolidation Invoice
      • Contract Product Provisioning Requires Fraud Review
      • Contract Product Setup Failed
      • Contract Product Pre Terminate
      • Contract product retention status set to 'Flagged'
      • Contract product retention status set to 'In progress' 
      • Contract product retention status set to 'Lost'
      • Contract product retention status set to 'None'
      • Contract product retention status set to 'Saved'
      • Contract product cancellation interval changed
      • Contract product termination interval changed
      • Contract product invoice generation interval changed
      • Contract product invoice due date interval changed
      • Contract product suspension interval changed
      • Contract Product Client Label Changed
      • Contract Product Cancelled With Reason
      • Contract Product Provision Configuration Changed
      • Contract Product Expire Auto Renewal
      • Contract Product Expire Manual Renewal
      • Contract Product Next Invoice Date Fallback

      • Template/Create new template — select an existing notification template or create a new one

        Learn more about creating new notification templates on the official Upmind website.

        • Subject — the subject of the email. Will be displayed in the Inbox
        • Body — the email content. Supports the Latin and Cyrillic alphabets, as well as HTML and Twig markup languages.

    Once setup is complete, click Create.

    Below is an example of how a notification is displayed for Upmind's customer support.

    Client area templates

    Select an existing layout or create a new one for the client area:

    1. In the Contract Product Overview section, click Add template.
    2. On the form, click Create new template.
    3. In the creation form, fill in the following fields:
      • Name — the name of the client area layout
      • Category — the automatically selected Contract Product category
      • Body — the layout content. Supports the Latin and Cyrillic alphabets, as well as HTML and Twig markup languages
      • Brand/Contract Product — tabs with individual sets of tags for the brand and product. Click a tag to copy it to the clipboard and paste it into the layout content in Twig markup
      • Translations — configure translations of the layout content. Translations are available for languages ​​from the brand settings
    4. Click Save.

Test license order

To verify that ispmanager 6 lite, pro, and host products are available to customers and orders are being processed correctly, please place a test order:

  1. Log in to Upmind with your client test account at https://PANEL_DOMAIN.upmind.app/login or create a new account.

    How to create a test client account in Upmind
    1. Log in to Upmind with your administrator account at https://PANEL_DOMAIN.upmind.app/admin/auth/login.
    2. Expand the administrator account tab in the left drawer menu.
    3. Click Go to client app. You will be automatically redirected to the client authorization page.
    4. On the authorization page, click Create one here.
    5. In the registration form, fill in the following information (fictitious values ​​are allowed):
      • First name
      • Last name
      • Email — the client's email address, required for account authorization
      • Password — the client's password, required for account authorization
    6. Click Continue. 

    You will be automatically logged in and redirected to the main page in the client area.

    The client will be automatically linked to the organization specified in the administrator creation form.

  2. Order a test license.

    How to order a license in Upmind
    1. After logging in to the client area, click Place new order in the top menu. You will be redirected to the store page.
    2. At the Shop step, select a license → click Add to basket.
    3. AT the Basket step, fill in the following fields as needed:
      • Order notes — notes are displayed in the admin panel and client area

      • Discount code? — discount promo code entry field. Click Apply to apply the promo code

        For more information on creating a promo code, visit the official Upmind website.

    4. Click Continue to checkout.
    5. Select your order payment method and click Pay or Pay order & pay. You can change the order payment method in the product settings (Provisioning → Order setup field).

    If successful, the order status will change to Awaiting payment. Once payment is received, the status will change to Active.

  3. If needed, cancel your test order.

    How to cancel a test order in Upmind

    Order cancellation can be performed:

    1. Log in to Upmind with your administrator account at https://PANEL_DOMAIN.upmind.app/admin/auth/login.
    2. Go to the Orders section.
    3. Open the Orders list tab.
    4. Select the previously created order from the list.
    5. Inside the order, click Cancel order.
    6. Check the box Cancel with immediate effects.
    7. Click Submit.
    1. Log in to Upmind with your client test account at https://PANEL_DOMAIN.upmind.app/login.
    2. Go to the Billing tab → My orders.
    3. Select the previously created order from the list.
    4. Inside the order, click Cancel order.
    5. In the form that opens, specify the reason of cancellation. Example: Test.
    6. Click Submit request.

  4. If needed, delete the client's test account.

    How to delete a client's test account in Upmind
    1. Log in to Upmind with your administrator account at https://PANEL_DOMAIN.upmind.app/admin/auth/login.
    2. Go to the Clients section.
    3. Go to the Clients list tab.
    4. Ckick on a client card.
    5. Select Delete in the context menu.
    6. Follow the instructions in the form that opens and enter the code.
    7. Click Delete.

    Main actions with licenses

    1. Log in to Upmind with your administrator account at https://PANEL_DOMAIN.upmind.app/admin/auth/login.
    2. Go to the Product & services section.
    3. Select the ordered product from the list.
    4. In the product settings, go to the Manage tab.

    5. In the Actions section, use the functions you require: 

      • Create License
      • Reissue License
      • Get Usage Data
      • Sync Tracked Product Quantities
      • Upgrade/Downgrade License
      • Suspend License
      • Unsuspend License
      • Terminate License

      To use these features, please fill in the information. The list of information may vary.

      List of possible data

      • Customer identifier — client ID.

        How to find a client ID in Upmind
        1. Go to the Product & services section.
        2. Select the ordered product from the list → click Manage license.

        3. In the address bar, copy the CLIENT_ID from the link in the following format:

          https://PANEL_DOMAIN.upmind.app/admin/clients/CLIENT_ID/products/PRODUCT_ID
      • IP address — available in the client area (Products & services → select product → Overview) after hosting is created.
      • Package name/Identifier — license ID.

      • License key — automatically entered if specified in the product settings. Create a key manually if necessary.

        How to create a license key in Upmind
        1. Go to the Product & services section.
        2. Select the ordered product from the list → click Manage license.
        3. In the product settings, go to the Manage tab.
        4. In the Provision fields section, fill in the License key field. A random set of characters is allowed for the test.
        5. Click Save.
    1. Log in to Upmind with your client test account at https://PANEL_DOMAIN.upmind.app/login.
    2. Go to the Product & services section.
    3. Select the ordered product from the list → click Manage license.

    4. In the product settings, select the required action:

      • Overview:
        • view the selected attributes and options set when placing orders
        • create viewable or hidden notes for an order
      • Billing:
        • track status of all orders
      • Tickets:
        • track the status of all support tickets
    5. If necessary, open and manage an order by clicking Go to order.
    6. If necessary, create a support ticket by clicking Open support ticket.
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