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      CloudRadial

      A step-by-step guide to getting started with the CloudRadial Integration with Gradient MSP.

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      Products Integrated: Microsoft 365

      View the CloudRadial Vendor information page

      Please note: Step 5 - Open the vendor portal.  The launch vendor portal button will not load, as each CloudRadial partner has a unique portal.  Please open a new browser tab, log into your CloudRadial account, and navigate to Partner -> Settings -> Integrations -> Gradient MSP.

       

      For support with this integration, you can contact CloudRadial Here

       

      Connecting the CloudRadial Integration

      1. Connect the integration
      2. Map Accounts and Services
      3. Start the Sync
      4. Reconcile 

      Helpful Tips and Tricks

      1. Product name and service plan identifiers for Microsoft licensing
      2. Many-to-One Mapping 
      3. Microsoft 365 Graph

      Disconnecting the CloudRadial Integration

      1. Disconnect the integration

       

      Step 1: Connect the Integration

      1. Login to Synthesize and navigate to the Integrations tab. 
      2. Select the CloudRadial Integration card, and click Connect.cloudradialcard 
      3. Choose what you want to integrate, and select Continue.  
      4. Copy the Gradient API Key. Note that each integration is assigned a unique API Key. Save this key in a secure location. It will only be available once.
      5. Instead of clicking on open portal - Please open a new browser tab, log into your CloudRadial account, and navigate to Partner -> Settings -> Integrations.
      6. Select Gradient MSP. Paste in your API key and check the box to enable Gradient. 
      7. Return to Gradient and Press Next to complete the service and account mapping. 

       

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      Step 2: Map Accounts and Services

      1. Map your accounts by dragging the card from Synthesize on the left to CloudRadial on the right. When complete, press Next. 
        1. We have auto-mapped any that are exact matches. The remaining can be searched by pressing the filter button or typing in the Synthesize search bar. 
      2. Map your services by dragging the card from Synthesize on the left to CloudRadial on the right. When complete, press Next. 
        1. Services can be searched by pressing the filter button or typing in the Synthesize search bar. 
      3. Review and Press Finish

       

       

      • The Service mapping step may show services you do not have; you only need to map the services you use. 
      • To identify the service SKU you wish to map within CloudRadial, navigate to partner > reports > licences. Then find the licence relating to the SKU and click on the ellipsis. Choose impersonate admin - in the licence list, click on the licence name, and it will pop up the SKU name. 

       

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      Step 3: Start the Sync

      1. Return to CloudRadial and navigate to Partner > Settings > Integrations
      2. Select Gradient MSP and press Force Sync

      The sync may take several minutes to complete, depending on the amount of data to sync. The data will sync nightly from the point of integration. You will not need to manually force the sync again, with exceptions for issues and troubleshooting.

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      Step 4: Reconcile

      1. Return to Synthesize, Refresh your page, and Reconile!

       


      showing a connected cloudradial intergration

       

       

      To identify what usage will be imported, navigate to Partner -> Reports -> Licenses, where they will see a list of customers, licenses, and the Allocated quantity.  We pull in the Allocated quantity. 

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      Product and Service plan identifiers for Microsoft licensing

      The CloudRadial integration syncs in your Microsoft data using the product names and or service plan identifiers, not the friendly name.  Follow this link for a guide to these identifiers.

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      Many-to-one Service Mapping

      Many-to-one service mappings are supported to help accommodate Microsoft NCE commitment terms by mapping multiple services from your PSA to a single service Synthesize.

      If you have inconsistencies with your product catalogue or need to reconcile other services from the quantities imported for a particular service, you can use many-to-one service mappings by disabling the Hide Mapped toggle.

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      Microsoft 365 Graph

      CloudRadial syncs counts from Microsoft 365 Graph API and do not filter by direct or indirect reseller. 

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      Disconnecting the Integration

      1. Login to Synthesize and navigate to the Integrations tab.
      2. Filter to Connected Integrations
      3. Select the CloudRadial Integration card, and click Configure. 
      4. Press Disconnect and Confirm.

      Disconnecting this integration will remove the authentication settings and all account and service mapping. You can reconnect this integration, but you will need to remap your account and services.

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