Overview

The Password Boss integration with Kaseya BMS allows you to quickly provision customers with Password Boss and to update Kaseya billing contracts with up-to-date user counts from Password Boss.
 

Functionality of the integration

Password Boss to Kaseya

• Map companies in Password Boss to companies in Kaseya.
   
• Map Password Boss products to Kaseya products.
   
• Update user counts from Password Boss on Kaseya Contracts.
   
• Scheduled and on-demand syncing between Password Boss and Kaseya.
   

Kaseya to Password Boss

• Create companies in Password Boss from existing companies in Kaseya.
   
• Update company names in Password Boss when name changes occur in Kaseya.
   
• Add new companies in Password Boss by importing from Kaseya.
  
   

Requirements

Kaseya Contracts

• Password Boss will update Recurring Services contracts in Kaseya.
   
• Make sure each of your customers who will be syncing from Password Boss to Kaseya has a Recurring Service contract set up first.
   

Kasyea Services

• Password Boss will synchronize subscription levels to Kaseya Services.
   
• Kaseya Services are added to Recurring Service contracts
   
• Services can be added in Kaseya from Admin->Finance->Services