Step 2: Configuring MSP Process to Communicate with Kaseya BMS

Introduction:

This is the second (of two) KB articles that guides you through configuring the integration between Kaseya BMS and the MSP Process platform. The first KB article is available here; the steps in that article must be completed before following the instructions in this KB article.

Providing MSP Process with the API User Credentials from Kaseya BMS

  1. Login to the MSP Process UI (https://app.mspprocess.com)
  2. Navigate to Integrations -> PSA Integrations
  3. Click the Add new PSA button
  4. Click the Kaseya button
  5. On the first step of the wizard (Select PSA) enter the required information - specify the e-mail address and the password for the user that you created in Kaseya BMS
  6. Click Submit; this will validate that the MSP Process platform can communicate with your Kaseya BMS instance
  7. On the second step of the wizard (Input base settings), specify the properties for any new tickets that get created through MSP Process
  8. Click the Validation button, and then the Submit button

Congratulations! You've now configured the integration between MSP Process and your Kaseya BMS instance.