Kaseya Integration Overview
The Kaseya integration is designed to create a sync of key Company information to allow you to run reports on important metrics in your MSP.
Here are the areas that we sync.
Companies
You can map companies between SO and Kaseya and sync from from Kaseya into SO
Company Types
System provides bi-directional Types sync. You can map company types between SO and Kaseya and changes in Kaseya will update SO and from SO to Kaseya too.
Company Status
You can map company status between SO and Kaseya and changes in Kaseya will update SO (active/inactive flag in Kaseya equals to Active/Inactive status in SO). This sync only from Kaseya to SO.
Configurations Status
Syncs from Kaseya
Configuration Types
Syncs from Kaseya
Configurations (Assets)
Syncs from Kaseya
Contacts/Managed users
Coming soon
Tickets
Coming soon
Projects
Coming soon
Agreements
Coming soon
Opportunities
Coming soon
Kaseya , create API User
Add API User: Admin--> HR--> Employees--> New
Username: email you have access to or APISO
Emp ID: API SODepartment: Administration
Employee roles: Administration
User type: API Employee
First name: API SO
Email address: Address you have access to (email must be unique within Kaseya database, so you want be able to use the same email for API-agent and regular agent)
Manager: Check admin account
Security Roles: Administrator, CRM Manager, Service Desk manager
Job Title: Administrator or select any other field
Location: Main Branch
Save: Press
Email inbox (your API User email): follow the link, setup the password
Add Integration in Strategy Overview
Add Integration: Settings --> Integrations --> Add Integration --> Kaseya
Note: only one PSA integration allowed at once.
URL: Input a URL address you use to login into Kaseya, for example:
https://na1bmspreview.kaseya.com
Tenant: your tenant name
API user name : user name you've create before (email or "APISO")
API User password: user password you've set be following the email link
Add Integration: press
Company Types
Enable bi-directional Company Types sync:
Check for full sync - all list of Types will be always updates:
Map Companies: Map company types strategically. Kaseya will overwrite anything you mapped. For example. If in Strategy Overview you call clients "Client" and in Kaseya you call them "Customer", when you map Customer to Client it will update Strategy Overview to "Customer" when you save the mapping
Create UnMapped button: Click (This will create all Kaseya Company Types in Strategy Overview and automap.)
Save
Or skip the step - to sync only Types which will come with mapped companies.
Company Statuses
Enable Company Statuses sync with Kaseya : Check
Map Statuses: Kaseya has only two statuses : active and Inactive .
Create UnMapped button: Click (This will create all Kaseya Company Statuses in Strategy Overview and automap)
Save
Companies
Its best practice to import only Managed clients that are in active Strategic Planning. You do not want to clutter SO with all potential leads, vendors, etc.
Import Companies (button on the right part of the table): Click
Types: Please select the type used for your Managed Clients. Strategy Overview accounts can have unlimited users but are limited by number of Managed Clients in the system used for Strategic planning. This allows us to provide fair pricing for any MSP at any size.
Company Statuses: Usually you only want to import Companies that are Active
Integration Status: All
Load Companies: Click Load Companies and select Companies you want to Import into the system to use for strategic planning. If you already had companies in Strategy Overview and they had the exact same company name, it will automatically map. If you did not, you need to press "Create unmapped" to create them in SO.
Save Mapping
Configurations
Enable sync Configurations with Kaseya : Check
Fields Selection tab:
Fields to download: Check all fields you want to bring into SO
Fields to map: Map your Kaseya fields with SO fields to use all SO features.
System shows in dropdown only fields you have selected in "Fields to download" section:
Serial number
Notes
Purchase date: We use Purchase date to count Age in SO. If you don't have Purchase date, you can use Install Date.
Expiration date: We need this field to update Expiration date for asset by our Warranty Service in Your PSA. Sync back option disabled by default, you can select if you want to update this data or not later during Warranty Service setup.
RAM
OS Type
Manufacturer Name
Please, map all required fields. If you don't see needed field in mapping dropdown, then
1) make sure you have chosen them in "Fields to download"
2) you can create as custom needed fields in Kaseya : Admin--> MyCompany --> Custom fields --> New:
- Field Name: Input.
- Type of filed: select.
- Module name: Physical assets.
Save: click.
Save mapping: click
Configuration Selection: This is the place where you can select filters for Assets you want to bring into SO.
Mapped Companies: select "All" (means all assets from all companies will be added in a feature, even if you map new companies).
Types: select asset types you want to bring into SO (Servers, Workstations etc.)
Statuses: we recommend to select only "Active"
Import configurations: Click
Configuration Settings
This is the place where you define rules for your configurations.
You can find configuration settings using two ways:
1) Settings - Configurations
2) Settings - Integrations - Open integration - Configurations - Configuration Selection - "Configurations settings" button.
Create Template Configuration: This is the template your configurations will be associated with.
Add
Grades: Review the default grades that come with the system. Grades allow you to grade configurations and identify which are healthy and which need to be upgraded/retired.
Classes
Classes are types of configurations. Examples are:
Managed Workstations
- Basic
- Premium
- Engineering
Open Classes: Classes Tab/Select Configuration Type (Example: Managed Workstation)
Create Class: Click and name the class (Example: Basic)
Budget: Set budgets (You can select an approximate budget for the hardware, setup and onsite charges if your MSP bills that.
Other Classes: Create any other classes that are useful. Other examples are form Firewall (1-10 Users, 11-20 Users, 21-40 users, etc)
Configurations Template Settings
Open Settings: Template Settings Tab/Click template name
Configuration Types: Only select those that are relevant for asset tracking to show in build mode or Display Mode
Configuration Status: Only select those that are relevant for asset tracking to show in build mode or Display Mode
Configuration Columns: These are the columns that display for the Assets tab. We preconfigured them to show just the right information you may want to show. You can always edit these later. Please note, by default we do not enable recurring budget columns for Assets. If your MSP sells/leases/rents computers on a monthly basis you can enable that.
Create your first report!
Create Report: Companies module/Find the client you want to make a report for. (If you already have a draft open, the assets tab will already show. If you only have completed reports, click New Report icon next to the company name to make a new report.)
Updated over a week ago