Setting up the Gradient MSP Integration

Billing reconciliation with Microsoft 365 licenses can be a giant pain for MSPs of any size. The CloudRadial/Gradient MSP integration enables MSPs to ensure their Microsoft 365 license counts are in agreement between Microsoft, CloudRadial, and their PSA via Gradient.

To set up the Gradient integration, we will follow 4 steps:

• Generate the API Key from within Gradient
• Paste the Gradient API Key into CloudRadial
• Configure the Microsoft 365 Mapping within Gradient
• Kicking Off the Information Sync

Step 1: Generate the API Key from within Gradient

1. Log into your Gradient account 
2. Navigate to Integrations at the top right from the navbar
3. Search for and select CloudRadial
   • Use the Connect button and select Billing only
     
     
     
4. Select the option to Generate API Token
5. Copy the API token, then head to your CloudRadial tenant
   
   • Make sure to leave this browser window open - we will return to it shortly. We will need to configure the Microsoft 365 mappings in a future step. 

Step 2: Paste the Gradient API Key into CloudRadial

1. Once in your CloudRadial tenant, navigate to Partner > Settings
2. Select Integrations from the Configuration column on the right
   
   
   
   
3. Select Gradient MSP from the list
4. Check the box to Enable Gradient?
5. Paste the API key acquired from the earlier steps within Gradient
6. Select Submit to enter the key and finalize the connection
   • Make sure to leave this browser window open - we will return to it shortly. We will need to force Microsoft 365 item counts in a future step.

Step 3: Configure the Microsoft 365 Mapping within Gradient

When you've successfully submitted your key into CloudRadal, you will need to configure the Microsoft 365 mapping. 

1. Back in your original browser window or tab in Gradient, select Next 
   
                            
   
   
2. Map the companies together from the CloudRadial integration to Gradient Synthesize
   • Select the filter icon on the right to initiate a search, then map the Synthesize accounts on the left to the list on the right by dragging and dropping. Gradient will try to auto-match names if they're close, but you may need to review to be sure. 
     
     
     
3. Select Next when you're finished
4. Map the licenses from Microsoft 365 to the appropriate Synthesize services in a similar fashion
   • Map the Synthesize services on the left to the list on the right by dragging and dropping. These will be used to automatically reconcile billing for these services. 
     
     
     
     
5. Select Next when you're finished
6. You will have a chance to review your mappings in another page. You can go back and modify them as needed, or select Finish to finalize the mapping here.

Step 4: Kicking Off the Information Sync

Back in CloudRadial, be sure to either return to your existing open tab or navigate back to Partner > Settings > Integrations > Gradient MSP. 

1. Select the Force Sync option to manually feed data into Gradient from CloudRadial 
   
            
   
   
   • 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.