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Perform the following steps to Connect CloudRadial to MSPbots:

  1. Secure the following information for your CloudRadial account:
    • URL
    • Key
    • Secret
  2. Log in to the MSbots app and navigate to Integrations on the menu. 
  3. On the Integrations tab, search for CloudRadial and click it. 
  4. Enter the information from Step 1 into the corresponding fields.
  5. Create a separate MSPbots account and assign read-only permissions. 
  6. Click Save And Sync.
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N O T I C E

MSPbots WIKI is moving to a new home at support.mspbots.ai to give you the best experience in browsing our Knowledge Base resources and addressing your concerns. Click here for more info!