Portal.io Integration FAQ

Modified on Thu, 16 Jul at 3:37 PM

Overview

This article explains how to set up the Portal.io integration with Cornerstone, including what you need to do in Portal.io before contacting Cornerstone, what credentials to provide, and where to find training resources.

The Portal.io integration streamlines the quoting and account management process, improving efficiency and accuracy for your dealership.

Integration Setup

Follow the steps below in order to complete the Portal.io integration with Cornerstone.

Create a Portal.io account. Visit https://portal.io/ and create your account.
Complete Portal.io setup. Follow the on-screen instructions in Portal.io to sync with your vendors or distributors and create a sample quote.
Provide Cornerstone with your login credentials. Send your Portal.io username and password to Cornerstone. See the important note below regarding credential sharing.

⚠️ IMPORTANT

To complete the integration, Cornerstone requires the username and password associated with your Portal.io account. Please have these ready before contacting our team.

Training Resources

A training video is available to help you get familiar with the Portal.io integration. Please review it before or during your setup:

▶ Watch the Portal.io Integration Training Video

Need Additional Help?

Our Customer Success team is here to assist you.

Phone: 847-405-9517 x1
Email: customer.success@alarmbills.com