Kaseya BMS Setup

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.

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

2. Name your internal security role Backup Radar 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).

6. Under HR, select Employees and click the + New button.

7. Enter the following information and click Save:
a. User Name: This can be anything you like (for example, "Backup Radar").
b. First Name: This can be anything you like (for example, "Backup").
c. Last Name: This can be anything you like (for example, "Radar").
d. Emp ID: This can be anything you like (for example, "100").
e. Email Address: This can be any email address you have access to.
f. Job Title: This can be anything you like (for example, "Administrator").
g. Department: This can be anything you like (for example, "Administration").
h. Manager: This can be anything you like (for example, your name).
i. Employment Type: This can be anything you like (for example, "Contractor").
j. Employee Roles: This can be anything you like (for example, "Administration").
k: Security Roles: Set this to "Backup Radar".
l: Location: This can be anything you like (for example, "Main").
m: User Type: This can be anything you like (for example, "Api Employee").

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

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

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

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

Under PSA Sync Settings choose Kaseya BMS.png

12. Enter the following information for the new Kaseya user you will be using for the integration and click Next Step:

a. Server Address: Copy and paste your server address up to and including the .com (for example, https://abc.kaseya.com).
b. API Version: Select Version 1 or 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 company identifier.

PSA Sync Settings Step 1.png

13. 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

14. 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

15. You can modify your PSA Sync Settings at anytime by clicking Show on the PSA Integration tab.
Modify your PSA Sync Settings.png

What’s next?

Once complete, and while you're still on this page, you can set up your ticketing defaults, which is the first step towards taking advantage of our intelligent ticketing.

For instructions on how to set up your ticketing defaults in Backup Radar, see Ticketing Defaults.

Any questions? Reach out to our friendly, neighborhood support team at support@backupradar.com.

Kaseya BMS Setup

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