Kaseya Community

ConnectWise cross-reference fields from Kaseya ( How to bill ConnectWise sites by the number of Kaseya devices?)

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Can you help me figure out how to bill ConnectWise sites by the number of Kaseya devices on separate invoices?

It appears that I need the Type and Level from Kaseya to fill in the following form in ConnectWise but I can find this information.

In CW, Setup Tables > Managed Devices Integration List > Managed Devices Integration > Cross-Reference  Type and Level fields

Thank you in advance for checking for you ConnectWise for these fields.

Here is what I did so far:

 Created two sites

Created two agreements

Created two Managed ID’s and linked to Kaseya (The polling is working fine)

Created a custom “Tax Code” for one stie as they are in the same city as attache the code to the agreement

Where I am dazed and confused is how to set the default agreement on the Management of the site.

I am starting to get the feeling that I can’t do what I want which is to count the number of workstations per site and bill them on their own agreement.  

All Replies
  • In the Management tab in CW you should see that the Managed ID is clickable, from there you can set the agreement.