Setup instructions for CloudRadial Insight Integration
The CrushBank / CloudRadial integration allows CrushBank clients who also have a CloudRadial account to give Insight access to their downstream clients, allowing them to see their respective ticket data.
- Login to CloudRadial as a partner.
- On the left navigation menu, click on Partner -> Settings.
- Click on CrushBank on the right as seen above.
- You will end up on the following screen
- Please reach out to firstname.lastname@example.org to get the URL and ClientID.
- To access Insight through CloudRadial, click on Support -> Support Tickets in the left navigation bar.
- You will see an Insights tab on the right side of the screen. Click on that tab to pull up Insight.