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This guide walks you through connecting your CloudRadial account to MSPortal.ai using our streamlined setup wizard.

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Overview

CloudRadial is a client portal platform where many MSPs maintain a service catalog of request forms. By integrating CloudRadial with MSPortal.ai, you can:
  • Import CloudRadial service catalog items directly as MSPortal ticket templates
  • Preserve each item’s name, description, category, and PSA routing details
  • Import client-specific catalog items and assign them to the matching company
  • Choose exactly which items to bring over, one time or in batches

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Prerequisites

  • Active CloudRadial partner account with API access
  • CloudRadial public and private API keys
  • MSPortal.ai account with integration management permissions

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Part 1: Generate CloudRadial API Keys

Before connecting to MSPortal.ai, you need API credentials from CloudRadial.
1

Log into CloudRadial

Access your CloudRadial Partner Portal.
2

Navigate to API Keys

Go to Settings > API Keys in the Partner Portal.
3

Create an API Key

Create a new API key. CloudRadial issues a Public Key and a Private Key pair; MSPortal needs both.
4

Copy Both Keys

Copy the public and private keys.
Store the private key securely! Treat it like a password. If you lose it, create a new key pair.
Note which region your CloudRadial account is hosted in (United States, Canada, United Kingdom, Australia, or Europe). You will select this region in the MSPortal wizard so requests go to the correct API endpoint.

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Part 2: MSPortal Setup Wizard

MSPortal.ai provides a guided 2-step wizard to connect CloudRadial and import catalog items.

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Starting the Wizard

1

Navigate to Integrations

In MSPortal.ai, go to Settings > Integrations.
2

Find CloudRadial

Locate the CloudRadial integration card in the list of available integrations.
3

Start Setup

Click Connect to launch the setup wizard.

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Step 1: Connect

Enter your CloudRadial API credentials to establish the connection.
1

Select Your Region

Choose your CloudRadial hosting region from the Region dropdown: United States, Canada, United Kingdom, Australia, or Europe.The wizard shows the API endpoint that will be used for the selected region.
2

Enter Your Keys

Paste your credentials into the Public Key and Private Key fields.
Your private key is stored securely using Supabase Vault encryption. It is never exposed in logs or API responses.
3

Test Connection

Click Test Connection to verify your credentials.You’ll see a “Connection verified successfully” message when the test passes.If the connection fails:
  • Verify both keys were copied fully without extra spaces
  • Confirm you selected the region that matches your CloudRadial account
  • Check that the API key has not been revoked in CloudRadial
4

Create Integration

Once the connection test passes, click Create Integration to save your credentials, then click Next.

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Step 2: Import

Select the catalog items you want to bring into MSPortal as ticket templates.
1

Browse the Catalog

The Import step lists every catalog item from your CloudRadial account with sortable columns for Name, Category, Template Pack, and PSA Board.Use the search box to filter by name, description, or category. Refresh re-fetches the catalog from CloudRadial, and Export downloads the current list as a CSV file.
2

Choose a View

Two tabs control which items you see:
3

Select Items

Check the items you want, or use Select All / Deselect All. Items flagged as partner managed show a Partner badge.
4

Import

Click Import to convert the selected items into ticket templates.The results panel lists each item’s outcome. Items that were imported previously are skipped with an “Already imported” note, so it is safe to re-run imports.
5

Complete Setup

Click Complete Setup to finish the wizard and return to the Integrations page.

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What Gets Imported

CloudRadial catalog items are imported as MSPortal ticket templates, including:
  • Item name and description
  • Category and template pack
  • PSA routing details: board, type, subtype, status, and priority
  • Company assignment for client-specific items
The import creates templates in MSPortal; it does not modify anything in CloudRadial.

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Synchronization Schedule

CloudRadial is an on-demand import, not a recurring sync:
When you add new catalog items in CloudRadial, open the integration again, go to the Import step, click Refresh, and import the new items. Previously imported items are skipped automatically.

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Managing Your Integration

After setup, manage your integration from Settings > Integrations:

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Updating Your API Keys

1

Open the Integration

Go to Settings > Integrations and click Manage on the CloudRadial card.
2

Enter New Keys

On the Connect step, enter the new public key. Leave the private key blank to keep the existing one, or enter a new private key to replace it.
3

Test and Update

Click Test Connection, then Update Integration to save.

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Troubleshooting

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Security & Privacy

  • Credential Storage: Your CloudRadial private key is encrypted using Supabase Vault and never exposed in logs or responses
  • Data Isolation: All imported templates are tenant-isolated and only visible to your organization
  • Read-Only Access: MSPortal only reads your CloudRadial catalog; it never modifies your CloudRadial configuration

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Next Steps

After setting up the CloudRadial integration:

Ticket Templates

Review and refine the templates you imported

Ticketing

Put your templates to work in the ticketing module

Open a Ticket with AI

The AI assistant matches imported templates when creating tickets

Other Integrations

Explore additional integration options

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Need Help?

For assistance with the CloudRadial integration, contact support@msportal.ai.