EVP: Crexendo Marketplace CSP/Partner Onboarding & Registration

1. Introduction

• NetSapiens driven registration, where the onboarding team gathers required details and completes the setup on behalf of the CSP. 
• CSP driven registration, where an invite code is used by the CSP to register for Marketplace access and usage.

2. Prerequisites

Marketplace OAuth2 Redirect URI Whitelist - Required Configuration by Partner/Reseller (All CSP Cores)

Add the following configuration to all Netsapiens core servers, the redirect URI will whitelist MarketPlace:

• File:/etc/netsapiens/portal_config.php
• Entry:Configure::write('NsAllowedRedirectUris.3','https://marketplace.crexendo.com/');

Whitelisting IPs for automation - if CSP restricts access by Geo Location

3. Information to Gather from CSP

CSP Contact Information

• Contact Name
• Contact Address
• Contact Phone
• Contact Email (distribution list is preferred)

Technical Information

• OAuth2 Client ID (i.e. marketplace)
• OAuth2 Client Secret
• Portal FQDN (e.g., portal.domain.com/portal/) 
• API FQDN (e.g., api.domain.com/ns-api) 

4. Create the CSP Profile (addressed by EVP team)

Access Marketplace Management

Create CSP Record

1. Click CSP Management 
2. Click Create 
3. In the Add CSP dialog, enter: 

• Email Address: Enter your email address to receive the CSP registration Invite Code.
• CSP Name: Confirm the name matches NetSapien's Collector/Insight name for the CSP.
• OrgID: Obtain from the CSP’s Insight URL.

4. Click Submit

5. Partner Registration Process (NetSapiens Support team)

Invite Code Handling

• Once an invite code is received for a CSP registration :
  • Copy the Invite Code 
  • Click "Register as a Partner" link within the email, or browse to:
    • https://marketplace.crexendo.com 
    • Click "CSP Registration" (top-right)

Complete CSP Registration Form

• CSP Short Name: Used for Marketplace login; keep concise. (e.g. abctelecom)
• OAuth Client ID 
• OAuth Client Secret 
• API FQDN: Must point to an NS API endpoint (e.g., portal.domain.com/ns-api )
• Portal URL 
• Application Access Level:
  • GA - Will restrict app access to GA status apps only
  • Beta - Will show Beta applications to enable
• Contact Name 
• Contact Email 
• Contact Phone Number 
• Contact Address 
• Restrict Marketplace Access:
  • Yes - Will provide a read only access to Office Managers
  • No - Will allow app requests and/or enablement by Office Managers

OAuth Validation (Critical Step)

• Log into the CSP portal as a Super User 
• Confirm Marketplace redirect URI is whitelisted on all cores 
• Then Click Register to trigger a Single Sign On (SSO) into the Marketplace using logged in Super User credentials.

6. Enabling Apps and Workflow (CSP ops team)

The following steps in this guide show the steps a CSP can take to Request an App.

7. CSP App Request Workflow (CSP Ops Team)

1. Log into the CSP portal. There are three different ways to log into the MarketPlace as Super User. 

Reminder: MarketPlace uses SSO and factors in the user's scope they are logged into their NetSapien's portal with (Super User/Office Manager).

Option 1: Log into the MarketPlace manually

• https://marketplace.crexendo.com
• Click Login (top-right) 

 

• Enter CSP Short Name and Submit, page will load Marketplace based on SSO scope

 

 

 

 

 //Add Crexendo Marketplace Icon to Netsapiens Portal UI, Visible to Super User and Office Manager user roles
 
if (sub_scope == "Super User")
{
    var mktplace = '<li><a href="https://marketplace.crexendo.com/<csp_short_name>" target="_blank" class="header-link">Manage Marketplace</a></li>';
    $('.user-toolbar').prepend(mktplace);

    const existingButton = $('#nav-callhistory');
    if (existingButton) {
        const mktplaceButton =
            '<li id="nav-studio" class="">' +
            '<a href="https://marketplace.crexendo.com/<csp_short_name>" target="_blank" class="nav-link">' +
            '<div class="nav-button btn"></div>' +
            '<div class="nav-arrow"></div>' +
            '<div class="nav-bg-image" style="background-image: url(https://yourdomain.com/path/to/MarketPlaceIcon.png)"></div>' +
            '<span class="nav-text">Marketplace'</span> +
            '</a>' +
            '</li>';

        existingButton.after(mktplaceButton);
    }
}
else if (sub_scope == "Office Manager")
{
    var mktplace = '<li><a href="https://marketplace.crexendo.com/<csp_short_name>" target="_blank" class="header-link">Marketplace</a></li>';
    $('.user-toolbar').prepend(mktplace);

    const existingButton_OM = $('#nav-callhistory');
    if (existingButton_OM) {
        const mktplaceButton_OM =
            '<li id="nav-studio" class="">' +
            '<a href="https://marketplace.crexendo.com/<csp_short_name>" target="_blank" class="nav-link">' +
            '<div class="nav-button btn"></div>' +
            '<div class="nav-arrow"></div>' +
            '<div class="nav-bg-image" style="background-image: url(https://yourdomain.com/path/to/MarketPlaceIcon.png)"></div>' +
            '<span class="nav-text">Marketplace'</span> +
            '</a>' +
            '</li>';

        existingButton_OM.after(mktplaceButton_OM);
    }
} 

2. Select the desired App/Service  from available apps
3. Click Request Access 

4. Toggle Workflow Management ON if the CSP prefers to approve app requests from their Domains explicitly - so that any contract paperwork etc. can be established and/or verified before allowing access.

5. Proceed with request submission

• The app status will show as Requested 
• Email notification is sent to the EVP team

8. Marketplace Admin App Approval Workflow (addressed by EVP team)

Workflow States

• Requested - CSP has requested app access
• Processing - Marketplace admin is activating the app (automation webhooks triggered)
• Ready to Publish - App is approved and available for CSP publishing

Promoting an App workflow state

1. Log into Marketplace Manage:https://marketplace.crexendo.com/manage 
2. Select Approvals 
3. Locate the CSP and requested app populated

4. Double-click the record to begin promotion to the next workflow state

 

Promotion Steps to Processing to Ready to Publish

1. Click Promote → Status changes to Processing
   • Triggers webhooks and backend integrations based on implemented automation.

 

 

2. Complete any interim steps (if applicable) between promoting to Ready to Publish
3. Return to Approvals 
4. Open the app record
5. Click Promote → Status changes to Ready to Publish 

The CSP will now see the app marked Ready to Publish in their Marketplace view.

---

9. Final CSP Enablement (CSP Ops team)

1. Log into the Crexendo Marketplace with Super User credentials.
2. Identify the app to be published to the platform under the "Enabled Apps" section of Marketplace
3. You will see the status set to "Ready To Publish." Below is an example of what an app icon will look like:

4. Click on the app to open the apps description/management page
5. Click on "Publish"

6. Click "Publish". At this point, all Office Managers will see the published app when they access CSP Marketplace