Integration Overview:

Improve your project management visibility with clients with the help of TopLeft. Show off your Kanban Boards by TopLeft directly inside your CloudRadial portal to help you better manage your projects and engineering teams, keeping your clients happy.

How the Integration Works:

TopLeft turns your Autotask and ConnectWise project data into easily readable card-based views. Instant two-way PSA and TopLeft sync means that any changes you make will be reflected in either system. 

In CloudRadial, TopLeft appears as a blade within the Account > Projects area of the feature set. You will see each project listed. Selecting a project will give you the Kanban board with more details.

What the Integration Does:

• Better Reporting – Take mountains of data and turn them into beautiful and easily readable cards for better reporting to clients.
• Improved Collaboration – Enjoy an always-available project management platform that allows MSP clients to access, review, and interact with their projects at any time. That makes for more engaging QBRs for both MSPs and clients alike.
• Enhance Efficiency – See projects in one area to better allocate resources and balance project workload. Improve customer satisfaction with more accurate project management.

Details

Integration: CloudRadial

Solution Type: PSA

Integration Type: API

Integration Type: API

API connections are secured with a set of keys that need to be generated one time.

Once the connection has been secured, the tool in question will stay connected to CloudRadial until the key is deactivated. Refer to the article on the specific tool for instructions on generating the API key, as well as where to input it into CloudRadial.

Resources

Integrating with TopLeft
TopLeft’s Website