Kaseya BMS Integration Playbook for Channel Vendors

Kaseya BMS is a secondary PSA within the Kaseya IT Complete suite, offering service desk, billing, and project management functionality. For vendors, integrating with Kaseya BMS not only connects you to MSP workflows but also positions you within the broader Kaseya ecosystem, an ecosystem designed around cross-product adoption.

This playbook outlines how to design, launch, and scale a Kaseya BMS integration that delivers value to MSP partners and strengthens your channel strategy.

Why Kaseya BMS Matters

• Integrated Ecosystem: Part of the IT Complete stack, where integrations across Kaseya tools are highly valued.

• MSP Workflow Core: Service desk, billing, and project management are daily operations for MSPs.

• Partner Expectations: MSPs expect integrations that connect cleanly with tickets, billing, and projects.

Core Kaseya BMS Integration Patterns

1. Service Desk & Ticketing

• Automate ticket creation from product events or alerts.

• Map tickets into Kaseya BMS queues, statuses, and priorities.

• Auto-close tickets when issues resolve.

2. Customer & Contact Sync

• Sync product customers into Kaseya BMS Accounts.

• Align contacts for accurate ticket routing and communication.

3. Asset & Configuration Sync

• Push devices, endpoints, or assets into Kaseya BMS configurations.

• Maintain lifecycle details: serial numbers, patching status, warranties.

4. Billing & Invoicing

• Sync subscription, license, or usage data into Kaseya BMS invoices.

• Automate reconciliation to reduce billing disputes.

5. Project Management

• Tie product-related tasks into Kaseya BMS Projects.

• Sync milestones, tasks, or statuses.

Kaseya BMS API Considerations

• Architecture: REST-based.

• Authentication: OAuth 2.0 supported.

• Key Objects: Tickets, accounts, contacts, assets, billing, projects.

• Rate Limits: Moderate. Batch and queue for reliability.

• Documentation: Available but sometimes requires direct testing to uncover nuances.

Partner Experience Best Practices

• Guided Setup: Step-by-step wizard with field mapping.

• Defaults: Pre-map ticket types, invoice items, and queues.

• Error Transparency: Clear, human-readable error messages.

• Workflow Recipes: Examples like “Alert to Ticket in Kaseya BMS” or “Usage to Invoice.”

• Community Enablement: Share adoption packs with Kaseya partner groups.

• Testing: Allow sandbox or test mode before production.

Ecosystem Orchestration with Kaseya

Kaseya emphasizes cross-platform adoption within IT Complete. Vendors integrating with BMS should:

• Highlight Alignment: Show how your product integrates not only with BMS but also complements the wider Kaseya suite.

• Promote Billing Accuracy: Stress clean invoice workflows.

• Support Service Desk Automation: Highlight ticketing time savings.

• Engage Community: Leverage Kaseya’s partner network and events to drive awareness.

90-Day Execution Plan

Weeks 1-2:

• Define value loops (ticketing + billing).

• Map integration endpoints in Kaseya BMS.

Weeks 3-6:

• Build MVP integration (ticket + customer sync).

• Publish documentation and setup guide.

• Announce integration to Kaseya partner channels.

Weeks 7-10:

• Host office hours or webinars.

• Capture 2-3 early adopter success stories.

• Expand into billing workflows.

Weeks 11-13:

• Add asset sync and project management workflows.

• Publish workflow recipes.

• Launch adoption dashboard.

Metrics to Track

• Installation and activation rate.

• Time to first synced ticket or invoice.

• Active usage by workflow.

• Ecosystem-sourced pipeline.

• Retention impact from BMS adoption.

FAQ

What makes Kaseya BMS unique?

It sits within the IT Complete suite, so integrations should highlight cross-platform value.

What’s the biggest integration opportunity?

Ticketing and billing, followed by project workflows.

Do partners expect advanced features?

Yes, especially billing reconciliation and service desk automation.

How do we win with Kaseya partners?

By aligning integration messaging with the broader Kaseya ecosystem strategy.

Quick Checklist

• Ticket automation live.

• Customer and contact sync working.

• Billing workflows mapped and tested.

• Asset sync enabled.

• Project management integration built.

• Documentation and workflow guides published.

• Adoption dashboard in place.

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