Integrating CrushBank

The CloudRadial/CrushBank integration is focused on bringing in ticket data so that it’s more easily understandable to end users. CloudRadial leverages CrushBank's robust AI framework to summarize tickets to help both MSPs and their clients understand the root of their ticket pain points.

• Getting Your CrushBank Connection Details
• Setting Up CrushBank
• Using CrushBank Inside CloudRadial
• Additional Information 

Getting Your CrushBank Connection Details

To set up CrushBank, you need two pieces of information:

1. Your CrushBank Portal URL
2. Your CrushBank Client ID

To get both pieces of information, please email support@crushbank.com.

Setting Up CrushBank

1. Login to CloudRadial
2. Navigate to Partner > Settings 
3. Select Integrations from the Configuration menu on the right '
4. Select CrushBank from the integrations list
   
   
   
   
5. Select to Enable CrushBank?
6. Enter your CrushBank Portal URL and your Client ID that you got from a previous step
    
   
   
7. Select Submit to finalize the connection

Using CrushBank Inside CloudRadial

Once CrushBank is connected to CloudRadial, it will automatically bring insights to companies connected to a PSA with an appropriate ID assigned to them. As you import companies via Partner > Clients and assign them a PSA ID via the Lookup, CrushBank will bring insights to the ticket area.

To view these insights:

1. Select and view a company that has a PSA ID attached via Partner > Clients
2. Navigate to Support > Support Tickets from the left-hand menus
3. Select the Insights tab on the right-hand blade on the ticket screen
   
   
   
   
4. This will load the CrushBank interface to show the Overview and Tickets tabs
   • The Overview tab will display high-level ticket data to summarize trends in tickets for customers. 
     
     
   • The Tickets tab helps offer an expanded ticket search capability for users based on trending concepts.
     
     

Additional Information 

Note the following:

• Companies not connected to a PSA will not see the Insights tab within their Support > Support Tickets area
• Only those with roles capable of seeing all tickets will see the Insights tab - regular users will no the able to see it