Kaseya BMS
Integrate Password Boss with Kaseya BMS to synchronize Companies and to update billing Agreements in Kaseya.
Table of Contents
Overview
The CyberFOX Password Manager integration with Kaseya BMS allows you to quickly provision customers with CyberFOX Password Manager and to update Kaseya billing contracts with up-to-date user counts from CyberFOX Password Manager.
Functionality of the integration
CyberFOX Password Manager to Kaseya
- Map companies in CyberFOX Password Manager to companies in Kaseya.
- Map CyberFOX Password Manager products to Kaseya products.
- Update user counts from CyberFOX Password Manager on Kaseya Contracts.
- Scheduled and on-demand syncing between CyberFOX Password Manager and Kaseya.
Kaseya to CyberFOX Password Manager
- Create companies in CyberFOX Password Manager from existing companies in Kaseya.
- Update company names in CyberFOX Password Manager when name changes occur in Kaseya.
- Add new companies in CyberFOX Password Manager by importing from Kaseya.
Requirements
Kaseya Contracts
- CyberFOX Password Manager will update Recurring Services contracts in Kaseya.
- Make sure each of your customers who will be syncing from CyberFOX Password Manager to Kaseya has a Recurring Service contract set up first.
Kasyea Services
- CyberFOX Password Manager 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