Kaseya PSA Integration | Strategy Overview Knowledgebase

Kaseya Integration Overview
Here are the areas that we sync.
1. Companies
  You can map companies between SO and Kaseya and sync from from Kaseya into SO
2. 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.
3. 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.
4. Configurations Status
  Syncs from Kaseya
5. Configuration Types
  Syncs from Kaseya
6. Configurations (Assets)
  Syncs from Kaseya
7. Contacts/Managed users
  Syncs from Kaseya
Kaseya , create API User
1. Add API User: Admin > HR > Employees > New
  
  Username: email you have access to or APISO
  Emp ID: API SO
  Department: 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 won't be able to use the same email for API-agent and regular agent)
  Manager: Select admin account
  Security Roles: Administrator, CRM Manager, Service Desk manager
  Job Title: Administrator or select any other field
  Location: Main Branch
2. Save
3. Email inbox (your API User email)follow the link, setup the password
Allowlist IPs
If your Kaseya environment can only connect to allowed IPs please allow list the following IPs
52.247.76.89
52.247.76.111
52.247.76.163
52.247.76.166
52.247.76.170
52.247.76.201
20.49.97.4
Add Integration in Strategy Overview
1. Add Integration
  Settings > Integrations > Add Integration > Kaseya
  Note: only one PSA integration allowed at once.
2. URL
  Input a URL address you use to login into Kaseya, for example:
  https://na1bmspreview.kaseya.com
3. Tenant
  Your tenant name
4. API user name
  Find username from API user
5. API User password: User password you've set be following the email link
6. Add Integration: press
Company Types
1. 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
2. Or skip the step - to sync only Types which will come with mapped companies.
Company Statuses
1. Enable Company Statuses sync with Kaseya
  Check
1. Map Statuses
  Kaseya has only two statuses : active and Inactive .
2. Create UnMapped button
  Click (This will create all Kaseya Company Statuses in Strategy Overview and automap)
3. 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.
1. Import Companies
2. 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.
3. Company Statuses
  Usually you only want to import Companies that are Active
4. Integration Status
  All
5. 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.
6. Save Mapping
Configurations
1. Enable sync Configurations with Kaseya
  Check
2. Fields Selection tab
  1. Fields to download
    Check all fields you want to bring into SO
  2. 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.
  3. Save mapping
  4. 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"
  5. Import configurations
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.
1. Create Template Configuration
  This is the template your configurations will be associated with.
2. Add
3. 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
1. Open Classes
  Classes Tab/Select Configuration Type (Example: Managed Workstation)
2. Create Class
  Click and name the class (Example: Basic)
3. Budget
  Set budgets (You can select an approximate budget for the hardware, setup and onsite charges if your MSP bills that.
4. 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
1. Open Settings
  Template Settings Tab/Click template name
2. Configuration Types
  Only select those that are relevant for asset tracking to show in build mode or Display Mode
3. Configuration Status
  Only select those that are relevant for asset tracking to show in build mode or Display Mode
4. 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!
1. 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.)