Integrating with ConnectBooster

With a ConnectBooster integration, you can give your clients one-click access to your ConnectBooster payment portal. To set up the integration, you must update your ConnectBoster portal and CloudRadial.

1. Configuring ConnectBooster
2. Configuring CloudRadial
3. Alternate Ways to Invoke the ConnectBooster SSO
4. FAQs and Notices

Configuring ConnectBooster

To begin the integration, you'll first need to contact ConnectBooster support and request that they set up a login integration with CloudRadial.

You can email support@connectbooster.com and let them know that you need a custom integration element to be added to your portal for CloudRadial.

Once this integration has been added (and is accessible in your ConnectBooster portal under Settings + Integrations), you may proceed with the steps below to enable the two tools to communicate with one another.

1. Use the three vertical dots to access the Custom Integration's settings panel.
2. Give a name to the custom integration (like CloudRadialSSO) and expand the command for LoginWithToken.
   
   
   
   
3. Set the method to GET, and place the URL below into the field before saving your changes. https://app.cloudradial.com/api/connectbooster?token=
   
   
   
4. Select Save to finalize your selections.

Configuring CloudRadial

1. In CloudRadial, go to Partner > Settings
2. Select the Integrations option on the right-hand Configuration column
   
                                            
   
   
3. Select the ConnectBooster option on the right
4. Enable the ConnectBooster payment portal with the checkbox
5. Enter your ConnectBooster portal UR, such as https://cloudradial.connectboosteronline.com
   
   
   
   
6. Select the Submit button to finalize your settings.

To ensure the connection was successful, navigate to any specific client's Account > Invoices page.

• You should see a button on the top right that says Open Payment Portal. Select this button. This should take you to the payment portal, SSO'd as the current user.

Alternate Ways to Invoke the ConnectBooster SSO

In addition/as an alternate way to providing access to ConnectBooster via Account > Invoices, you can provide a token within the Company > Applications area to provide easy access to the ConnectBooster portal.

To do so:

1. Create a menu application for a given client within their Company > Applications area
   • You can also do this for multiple clients through the Content area by following the steps below and publishing the menu item to your desired clients.
2. Give the item a Category and Name of your choosing
   • Commonly, Partners choose Payments as the Category and Invoice Portal as the Name.
3. For the URL, enter @PaymentPortal
   • This token will invoke the SSO ConnectBooster portal, just as it does through the button in Account > Invoices. 
      
                    
     
     
4. Choose an icon and color of your choosing, as well as any additional customization options.
5. Due to the nature of invoices being more administrative, you may want to change the Group assignment to only the Admin group
   • This prevents any users below Admin-level permissions from even seeing the payment portal option. You can either do this from the tab when creating the menu item for a single company or by modifying the content package from within Partner > Content. 
6. Select Submit to finalize your selection. 

FAQs and Notices

If the CloudRadial login email matches the email of an authorized end-user in ConnectBooster, the user will be instantly logged in. If there is not a match, then the user can enter their ConnectBooster credentials as normal.

Please Note:

• The new UI for ConnectBooster has issues with SSO for custom integrations like Cloudradial. You may need to contact ConnectBooster to revert to the previous UI.
• A Partner administrative user is not an end-user. The ConnectBooster link does not work on an administrative account or using the Impersonate option. You must be an actual, non-impersonated user to test the SSO connection.