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Intermedia V2

Overview and Configuration Guide: Integrating Intermedia V2 with Gradient

Overview

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

How to Configure Intermedia V2

To configure and connect the Intermedia V2 integration, please select from the following:

1. Generate API Keys

2. Connect Intermedia

3. Map Accounts and Services

Requirements

To access the API:

  • Go to Partner Portal > Integrations > Public API
  • Select Get access to Partner API
  • Choose which of your Partner Contacts should have access to the Partner API
  • Select Send request
  • You will be contacted and given access to the Partner Public API with all instructions.

If you’ve completed the steps above and the API is still unable to authenticate, you may also need to contact Intermedia Support to request access to the Exportable Billing API.

The following are required for authenticating and connecting with the Intermedia V2 integration in Reconcile:

  • Partner ID
  • Client ID
  • Client Secret

How to generate API Keys from Intermedia 

  • Login to the Intermedia Partner Portal.
  • Your Partner ID is displayed at the top of the side menu, right under your company logo and name.
  • In the side menu, navigate to Integrations → Public API.
  • Click Create a New API Client
    • Enter a friendly name for the API Client (e.g., Gradient).
    • Make sure the Enable Client checkbox is checked.

Connect Intermedia V2

  1. Login to Gradient.
  2. Navigate to the Integrations tab.
  3. Select the Intermedia V2 integration and click Connect.
  4. Enter the API connection details retrieved from the previous steps.
  5. Click Authenticate.
  6. 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.

Map Accounts and Services

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

  1. 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.

  2. 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".

  3. 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!

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