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