With a ConnectBooster integration, you can give your clients one-click access to your ConnectBooster payment portal. To setup integration, you'll need to update both your ConnectBoster portal and CloudRadial.
Configure ConnectBooster:
Contact ConnectBooster support and request that they setup a login integration with CloudRadial.
After the integration has been enabled, please setup a GET method and enter the URL https://app.cloudradial.com/api/connectbooster?token={{authToken}}
Configure CloudRadial:
- In CloudRadial, go to Partner | Integrations and click on the ConnectBooster option on the right.
- Enter your ConnectBooster portal URL such as https://cloudradial.connectboosteronline.com.
- Save your settings.
To test, go to the Account | Invoices page. You should see a button on the top right that says "Open Payment Portal". Click this button.
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. Remember, a Partner administrative user is not an end-user. The ConnectBooster link does not work on an administrative account or using the Impersonate option.
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