Intermedia

Overview and Configuration Guide: Integrating Intermedia with Gradient

This integration enables the synchronization of billable VoIP service usage for Intermedia customers.

Important:

The Intermedia Partner Account Usage Report API provides a summary of service usage from the previous month.
The Partner Account Usage Report API retrieves services that may not necessarily be billed to customers such as compliance fees, administrative surcharges, and taxes.
In addition to generating API credentials, please contact Intermedia Support to enable the Partner Account Usage Report.

Without this enabled, the API will authenticate, but we won't be able to retrieve customer usage data or generate services.
For partners with a large number of customers, please note that Intermedia's API has slow response times, which may result in delays when generating services and syncing usage.

To configure and connect the Intermedia integration, please select from the following:

The following are required for authenticating and connecting with the Intermedia integration in Reconcile:

Note: In addition to generating API credentials, please contact Intermedia Support to enable the Partner Account Usage Report.

Without this enabled, the API will authenticate, but we won't be able to retrieve customer usage data or generate services.

Login to the Intermedia Partner Portal.
Navigate to Integrations in the side menu and select Public API.
Click Create a New API Client, making sure the Enable Client checkbox is enabled.

Login to Gradient.
Navigate to the Integrations tab.
Select the Intermedia integration and click Connect.
Enter the API connectivity details retrieved from the previous steps.
Click Authenticate.
Once successfully authenticated, accounts and services will be generated, and the integration will be updated to a pending status. You can click the status refresh button or simply refresh your browser if you are unable to proceed to the next step.

Note: If you need further details on account and service mapping, click here.

Map Accounts and Services
- When setting up the integration for the first time, accounts are automatically matched if there's an exact name match between your vendor and PSA.
- For accounts not automatically matched:
  - Use the filter button beside the account names on the right, or
  - Use the search bar on the left to find PSA accounts.
- Drag and drop the PSA accounts from the left to match them with vendor accounts on the right.
Proceed to Service Mapping
- Once accounts are mapped, click "Next" to access the Service Mapping step.
- Match services or products from your PSA, displayed on the left, with the corresponding vendor services or SKUs on the right. For ConnectWise PSA users, you can also search by Product ID.
- Ensure at least one account and one service mapping is completed to finish the configuration.
- After mapping the services, click "Next".
Finalize Configuration
- Review your mappings and click "Finish" to complete the setup.
- This will start a sync. The "Sync Status" indicator at the top-right will start spinning, showing that a sync is in progress.
- Once the sync is complete, the "Refresh" button will light up pink, indicating the sync is complete. Click that button to see the vendor data filled out.
- Use the filter or sort options to jump to the connected services and start reviewing and reconciling!