Portal.io Integration FAQ

General Information

Q: What is the purpose of integrating with Portal.io?

A: The integration with Portal.io streamlines the quoting and account management process, improving efficiency and accuracy.

Integration Setup

Q: How do I begin the integration process?

A: Please follow these steps:

1. Create a Portal.io account: Visit https://portal.io/ and create your account.
2. Complete Portal.io Setup: Follow the on-screen instructions in Portal.io to sync with ADI and create a sample quote.
3. Provide Cornerstone with Login Credentials: Send your Portal.io username and password to Cornerstone.

Q: What information do I need to provide to Cornerstone to complete the integration?

A: You must provide Cornerstone with the username and password associated with your Portal.io account.

Training and Support

Q: Is there any training available for this integration?

A: Yes, please review the training video located here: https://alarmbills.com/wp-content/uploads/2024/01/Untitled-video-Made-with-Clipchamp.mp4

Q: Who can I contact if I have further questions or issues with the integration?

A: Please contact our customer support team at 847-405-9517 x1 or visit our knowledgebase here: https://cornerstonebillingsolutions.zohodesk.com/portal/en/kb