Integrating with Kaseya BMS PSA

Abe Bro
Abe Bro
  • Updated

Hey there! Follow the steps below to create an integration between Kaseya BMS and Backup Radar.

Note: This article captures third-party steps and/or an interface that may have since been updated.  

For more information, feel free to review the following article from Kaseya: BMS API | Dedicated API integration account in PSA.

1. In your Kaseya BMS account, go to Admin, select Security > Roles, and click the + New button.
Go to Admin, select Security and Roles, and click the + New button.png

2. Name your security role. Under Role Type, choose Internal, and click Save.
Create an internal security role and click Save.png

3. Scroll down to Permissions and assign the following permissions:

Section Module Name View Modify
Home      
  My Tickets Yes Yes
  Ticket Yes Yes
ServiceDesk      
  My Tickets Yes Yes
  Tickets Yes Yes
  Batch Tickets Yes Yes
  Assets Management Yes No
CRM      
  Accounts Yes No
  Contacts Yes No
  Sites Yes No
Inventory      
  Products Yes No

 

4. Under the Admin section, check the box for Special Features: Has API Access.
Check the box for Special Features Has API Access.png

5. Scroll to the top and click Save (S).
Click Save.png

 

6. Go to HR > Employees and click the + New button to create a new employee.
Go to HR > Employees and create a new employee.png

7. Fill out all the required fields as appropriate.

     a. Under User Type, choose Api Employee.
     Under User Type, choose Api Employee.png

     b. Under Security Roles, choose the new security role you created earlier in these steps.
    Choose the new security role you created.png

8. Click Save when you're done.
Click Save.png

9. Check your email inbox for a welcome email from Kaseya, and follow the instructions to set up your new account password. 

10. Click your name at the top right corner, select My Settings to navigate to your My Profile page, and keep this page open.
Click your name at the top right corner and select My Settings.png

 

11. In Backup Radar, click Integration > PSA Integration.
Click Integration and select PSA Integration.png

12. Under the PSA Integration tab, click Configure.
Under PSA Integration click Configure.png

13. From the PSA Integration drop-down menu, select Kaseya BMS.

Under PSA Sync Settings choose Kaseya BMS.png

14. Enter the following information for the Kaseya user you will be using for the integration and click Next Step. Note that most of this information can be found on the My Profile page in your Kaseya BMS account.
PSA Sync Settings Step 1 (Kaseya).png

      a. Server Address: Copy and paste your Gateway URL up to and including the .com (for example, https://abc.kaseya.com).
      b. API Version: Select Version 2.
      c. User Name: Enter your Kaseya account user name.
      d. Password: Enter your Kaseya account password.
      e. Company Name: Enter your Kaseya BMS account company name.

PSA Sync Settings Step 1.png

 

15. Select the Account Types and Customer Statuses you wish to sync to Backup Radar and click Next Step.
Note: We do not sync any other information beyond the company name.
PSA Sync Settings Step 2.png

16. The final step gives you an opportunity to preview which of your Kaseya companies will be imported. Select Get companies to see this list.

If there are any issues with the list, click Previous Step to go back and make the necessary adjustments. When you are ready to proceed you can select Confirm Integration.

PSA Sync Settings Step 3.png

You're done! When you see Completed.png next to the Ticketing Source section, this indicates that your company sync has completed and your PSA has been integrated successfully.

PSA Sync Complete.png

To make modifications to or delete your PSA integration, follow the steps in the following article: Modifying and Deleting a PSA Integration.

What’s next?

Now that you've set up your PSA application, your next step is to set up your ticketing defaults. See Setting up Ticketing Defaults for step-by-step instructions on how to do this.

 

Any questions? Reach out to our friendly, neighborhood support team by submitting a support ticket.

Was this article helpful?

1 out of 1 found this helpful

Have more questions? Submit a request