> ## Documentation Index
> Fetch the complete documentation index at: https://docs.msportal.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Configure CloudRadial Integration

> Connect CloudRadial to MSPortal.ai to import service catalog items as ticket templates

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

## 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

## Prerequisites

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

## Part 1: Generate CloudRadial API Keys

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

<Steps>
  <Step title="Log into CloudRadial">
    Access your CloudRadial Partner Portal.
  </Step>

  <Step title="Navigate to API Keys">
    Go to **Settings > API Keys** in the Partner Portal.
  </Step>

  <Step title="Create an API Key">
    Create a new API key. CloudRadial issues a **Public Key** and a **Private Key** pair; MSPortal needs both.
  </Step>

  <Step title="Copy Both Keys">
    Copy the public and private keys.

    <Warning>
      **Store the private key securely!** Treat it like a password. If you lose it, create a new key pair.
    </Warning>

    <Tip>
      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.
    </Tip>
  </Step>
</Steps>

***

## Part 2: MSPortal Setup Wizard

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

### Starting the Wizard

<Steps>
  <Step title="Navigate to Integrations">
    In MSPortal.ai, go to **Settings > Integrations**.
  </Step>

  <Step title="Find CloudRadial">
    Locate the **CloudRadial** integration card in the list of available integrations.
  </Step>

  <Step title="Start Setup">
    Click **Connect** to launch the setup wizard.
  </Step>
</Steps>

***

### Step 1: Connect

Enter your CloudRadial API credentials to establish the connection.

<Steps>
  <Step title="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.
  </Step>

  <Step title="Enter Your Keys">
    Paste your credentials into the **Public Key** and **Private Key** fields.

    <Note>
      Your private key is stored securely using Supabase Vault encryption. It is never exposed in logs or API responses.
    </Note>
  </Step>

  <Step title="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
  </Step>

  <Step title="Create Integration">
    Once the connection test passes, click **Create Integration** to save your credentials, then click **Next**.
  </Step>
</Steps>

***

### Step 2: Import

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

<Steps>
  <Step title="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.
  </Step>

  <Step title="Choose a View">
    Two tabs control which items you see:

    | Tab                 | Description                                                                                           |
    | ------------------- | ----------------------------------------------------------------------------------------------------- |
    | **All Items**       | Every catalog item, deduplicated across companies                                                     |
    | **Client-Specific** | Items that exist for only a single company; imports from this tab assign the template to that company |
  </Step>

  <Step title="Select Items">
    Check the items you want, or use **Select All** / **Deselect All**. Items flagged as partner managed show a **Partner** badge.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Complete Setup">
    Click **Complete Setup** to finish the wizard and return to the Integrations page.
  </Step>
</Steps>

***

## 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

<Note>
  The import creates templates in MSPortal; it does not modify anything in CloudRadial.
</Note>

***

## Synchronization Schedule

CloudRadial is an on-demand import, not a recurring sync:

| Data Type     | Sync Frequency                                     |
| ------------- | -------------------------------------------------- |
| Catalog items | On demand, when you click **Import** in the wizard |

<Note>
  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.
</Note>

***

## Managing Your Integration

After setup, manage your integration from **Settings > Integrations**:

| Action              | Description                                                   |
| ------------------- | ------------------------------------------------------------- |
| **Manage**          | Re-open the wizard to import more items or update credentials |
| **Test Connection** | Verify your API keys are still valid                          |
| **Delete**          | Remove the integration (available in the wizard footer)       |

### Updating Your API Keys

<Steps>
  <Step title="Open the Integration">
    Go to **Settings > Integrations** and click **Manage** on the CloudRadial card.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Test and Update">
    Click **Test Connection**, then **Update Integration** to save.
  </Step>
</Steps>

***

## Troubleshooting

| Issue                         | Solution                                                                                            |
| ----------------------------- | --------------------------------------------------------------------------------------------------- |
| Connection test fails         | Verify both keys are correct and the selected region matches your CloudRadial account               |
| No catalog items found        | Confirm your CloudRadial account has catalog items and click **Refresh**                            |
| Item shows "Already imported" | The item already exists as a ticket template; edit it in MSPortal instead of re-importing           |
| Some items failed to import   | Check the per-item error in the import results panel, then re-select and re-import the failed items |
| New CloudRadial items missing | Click **Refresh** on the Import step to re-fetch the catalog                                        |

***

## 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

***

## Next Steps

After setting up the CloudRadial integration:

<CardGroup cols={2}>
  <Card title="Ticket Templates" icon="file-lines" href="/user-guides/ticketing/how-to-create-a-ticket-template">
    Review and refine the templates you imported
  </Card>

  <Card title="Ticketing" icon="ticket" href="/user-guides/ticketing/index">
    Put your templates to work in the ticketing module
  </Card>

  <Card title="Open a Ticket with AI" icon="wand-magic-sparkles" href="/user-guides/ticketing/open-a-ticket-with-ai">
    The AI assistant matches imported templates when creating tickets
  </Card>

  <Card title="Other Integrations" icon="plug" href="/user-guides/integrations/index">
    Explore additional integration options
  </Card>
</CardGroup>

## Need Help?

For assistance with the CloudRadial integration, contact [support@msportal.ai](mailto:support@msportal.ai).