This guide covers the Kaseya-specific steps for creating API credentials and connecting to Strategy Overview. For the common setup steps that follow, see Configuring Your PSA Integration.
If your Kaseya environment requires IP whitelisting, add the Strategy Overview IPs before starting. See the IP Allow List article.
Create an API User
Go to Admin > HR > Employees > New
Username: An email you have access to, or "APISO"
Emp ID: Strategy Overview API
Department: Administration
Employee Roles: Administration
User Type: API Employee
First Name: Strategy Overview
Email Address: A unique email address you have access to
Manager: Select your admin account
Security Roles: Administrator, CRM Manager, Service Desk Manager
Job Title: Administrator (or any other field)
Location: Main Branch
Click Save
Check your email inbox for the API user email and follow the link to set a password
Add the Integration in Strategy Overview
Go to Settings > Integrations > Add Integration > Kaseya
URL: Your Kaseya login URL (e.g., https://na1bmspreview.kaseya.com)
Tenant: Your tenant name
API User Name: From the API user you created
API User Password: The password you set from the email link
Click Add Integration
Once the integration is added, follow the common steps in Configuring Your PSA Integration to map types, statuses, and import your companies and configurations. Note that Kaseya does not support Markets sync.
Note on field mapping: If a field you need doesn't appear in the mapping dropdown, make sure you selected it in "Fields to download" first. You can also create custom fields in Kaseya if needed (Admin > MyCompany > Custom Fields > New) and select the module "Physical assets."
Next step: Configuring Your PSA Integration