Connecting to Partner Environment

Now that your services are setup, it's time to connect to the partner environment.

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Please ensure you've finished setting up your vendor services before proceeding.

Prerequisites

In order for these API Calls to work, we require that the GRADIENT-TOKEN contain both the Vendor API Key and the Partner API Key.

Please reference GRADIENT-TOKEN Generation Recipe for further details.

Get Partner Integration Settings

The Get Partner Integration Settings API Call will verify your GRADIENT-TOKEN is working as intended, and will display the integration settings for the partner.

Update the Integration Status

Update the integration Status API Call will allow you to set the partner integration to either of the following options.

  • Active
  • Pending
  • Disabled
  • Error

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Set the status to Pending after initial authentication

When the partner enters their Partner API Key in the vendor portal to authenticate the integration. Set the status to pending so Gradient Authentication will succeed.

Get Clients

The Get Clients API Call will display a list of clients pulled from their PSA.

Create an Account

The Create an Account API Call will allow you to create the accounts associated to a MSP in bulk.

This will allow Gradient to pull in those accounts, and perform the account mapping for the PSA Clients to the Accounts you created.

Get Accounts

The Get Accounts API Call will allow you to see the accounts you created using the Create an Account API Call

Update Account

The Update Account API Call will allow you to update an existing account created using the Create an Account API Call. If there is a spelling mistake with the account name, or the ID for the account has changed, you can update this information as needed.

👍

Now that you have connected to the partner environment, updated the integration status to pending, and provided us a list of accounts for the MSP you're ready to start working with Billing or Alerts modules.

Need Assistance?

Contact Gradient Support


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