CloudBlue Connection Guide

A step-by-step guide to connecting CloudBlue PSA

1. Upon initial registration of your new account, you will select CloudBlue and click Next. You will then be presented with a connection checklist. Please gather these items before progressing to the next page.
2. Login to Cloudblue
3. From the drop-down arrow options next to your user name, select My Profile.

4. In the API Keys section, select the Add new row button.

   

5. Select the Same Origin Only check box to ensure the API key used on the customer portal page is only being used from the CloudBlue PSA instance.

6. In the Description field, enter a description for the API.

7. Leave the Cross-origin Request Urls, Whitelist Domain, and IP Restrictions fields blank.

8. Select Submit.

   

9. Upon saving, your API Key will be displayed.

10. Have the API Key, API username and password, domain name and URL for the next steps.

11. Return to Gradient and, import your newly created details into the setup wizard, and select Save and Test.  

Congratulations, you've successfully connected your PSA!