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
- Login to the MSP Process UI (https://app.mspprocess.com)
- Navigate to Integrations -> PSA Integrations
- Click the Add new PSA button
- Click the Kaseya button
- 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
- Click Submit; this will validate that the MSP Process platform can communicate with your Kaseya BMS instance
- On the second step of the wizard (Input base settings), specify the properties for any new tickets that get created through MSP Process
- Click the Validation button, and then the Submit button
Congratulations! You've now configured the integration between MSP Process and your Kaseya BMS instance.