CRM

Accelo

Read and maintain Accelo companies from Dex, with each managed customer confined to its own Accelo Company.

Dex connects to Accelo through the API v0 Service Application so admins can read and maintain company records conversationally - look up a company, update its details, and manage the addresses nested under it. Accelo is an MSP global app: one Service Application is shared across the deployment, and each Dex tenant is confined to a single Accelo Company via company_id. The MSP master connection (blank company_id) can list and create companies; a tenant-scoped child reaches only its own Company through path-forced routes. Dex Go is off, so there is no employee self-service.

Start free →See Dex Live

What Dex does with Accelo

Dex handles both admin workflows and employee self-service — all policy-guardrailed and audit-logged.

For admins (Dex Pro)

Read a mapped Accelo Company - website, phone, status, and postal address fields
Update the mapped Company details, with approval
List and create addresses nested under the mapped Company
On the MSP master connection, list every Accelo Company to find a customer's company_id
On the MSP master connection, create a new Accelo Company to partition a new customer
Deploy as an MSP global app - one Service Application, each customer confined to its Accelo Company via company_id

Just ask Dex

Your team types a request in plain language. Dex investigates, plans, and executes — with the right guardrails.

Admin prompts

>Show me the Accelo company record for this tenant - website, phone, and status
>Update the phone number on this Accelo company
>List the addresses on file for this company in Accelo
>Add a new address to this Accelo company
>On the master connection, find the Accelo company_id for the customer named "Planet Express"

Policy actions

Every action Dex can take on Accelo is declared, scoped, and guardrailed. Admins control which apply, who approves them, and whether they're limited to self-service.

Action	What it does	Guardrails
`accelo_get_company`	Read this Accelo Company (path-forced on a scoped child)	—
`accelo_update_company`	Update this Accelo Company (path-forced on a scoped child)	approval
`accelo_delete_company`	Delete this Accelo Company (path-forced; prefer not to)	approval
`accelo_list_company_addresses`	List addresses nested under this Accelo Company	—
`accelo_create_company_address`	Create an address under this Accelo Company (path-forced nest)	approval
`accelo_list_companies`	List every Accelo Company (MSP master connection only)	—
`accelo_create_company`	Create an Accelo Company (MSP master connection only) - new customer partition	approval

How to configure Accelo

Onboarding takes minutes. Dex validates your credentials before saving them.

Setup steps

1
In Accelo, go to Configuration > API > Register Application and register a Service Application (client_credentials).
2
Copy the client id and client secret from the registration, and note your Accelo deployment subdomain (e.g. planet-express).
3
In Dex, enable the Accelo integration and paste the client id, client secret, and deployment subdomain. Leave company_id blank for the MSP master connection.
4
Dex validates the credentials with a live call before saving, then discovery maps each tenant to its Accelo Company.
5
On the master connection, run discovery to look up each customer's company_id via GET /api/v0/companies, then set that company_id on the tenant's own connection.

Credentials required

client_id: Accelo Service Application client id
client_secret: Accelo Service Application client secret
deployment: Accelo deployment subdomain only (e.g. planet-express), not a full URL
company_id: This tenant's numeric Accelo Company id - leave blank on the MSP master connection, set it on the tenant's own connection once discovered

Requirements

•An Accelo deployment with a registered Service Application (client_credentials grant)
•Recommended OAuth scopes covering companies and addresses reads and writes
•MSP global app: one shared Service Application, each Dex tenant scoped to its Accelo Company via company_id
•A tenant-scoped child reaches only /api/v0/companies/{id} and its nested addresses - roster and create-company stay on the MSP master
•Dex Go is off - Accelo is admin-only with no employee self-service