Enabling integrated customer billing by module

SECURITY  Security level with Admin permission to configure Kaseya Integrations. Refer to Kaseya Integrations.

NAVIGATION   > Admin > Extensions & Integrations > Kaseya Integrations > Integrated Customer Billing > Enable Integrated Customer Billing by Module

On the Integrated Customer Billing page, you enable Integrated Customer Billing for your Kaseya modules and, once data synchronization has begun, view the synchronization status of the last 10 sync attempts. Before enabling Integrated Customer Billing, make sure you have met the Prerequisites.

When you open the page for the first time, you will see the list of Kaseya modules that can send billing data to Autotask. At this time, the following modules can send billing data to KaseyaOne and Autotask:

  • BullPhish ID
  • Compliance Manager
  • Cyber Hawk
  • DarkWeb ID
  • Datto Backup for Microsoft Azure
  • Datto BCDR
  • Datto EDR
  • Datto Endpoint Backup for PCs
  • Datto Endpoint Backup for Servers
  • Datto File Protection (DFP)
  • Datto Networking
  • Datto RMM
  • Datto SaaS Defense
  • Graphus
  • Network Detective Pro
  • Passly
  • RocketCyber
  • SaaS Protection
  • Traverse
  • Uniview
  • VSA X
  • VulScan
  • Workplace
  • Spanning O365
  • Spanning Google

You can filter and sort this list in a variety of ways.

Filter Description

All modules

All Kaseya modules

All modules (exclude ignored)

All modules except the ones that have Hide Cooper Insights for this connection checked.

Enabled modules

All modules your organization Your Autotask instance may be configured to use one of the following terms instead: Account, Business Unit, Client Company, Customer, Site. has enabled the integration for.

Modules that can be enabled

All modules you have licensed but have not enabled integrated billing for.

Modules that cannot be enabled

Modules your company has not licensed.

Above the table, you will see the following tool buttons:

Button Description

Organization Mapping

 Click Organization Mapping to navigate to the Map Autotask Organizations to Module Organizations page. Refer to Mapping Autotask organizations to module organizations.

Sync Now

 When this button is clicked, Autotask will create a job to process billing metrics for all enabled modules on the next run.

NOTE  This will pull any existing data from KaseyaOne into Autotask. It will not force the enabled modules to sync to KaseyaOne. A sync may take up to 24 hours.
  1. To open the page, use the path(s) in the Security and navigation section above.
  2. Select the appropriate tile and move the slider into the Enabled position.
  3. If there are modules you do not wish to enable at this time, consider selecting the Hide Cooper Insights for this connection check box to remove reminders from the Cooper Insights in KaseyaOne.

After the initial sync occurs, you will be able to map the Kaseya module organizations to Autotask organizations. Click Organization Mapping to navigate to the Map Autotask Organizations to Module Organizations page. Refer to Mapping Autotask organizations to module organizations.

Each tile on the page contains the following fields and graphics:

Field Description
Module Name The product icon and name of a Kaseya module.
Enabled
Disabled

A slider that allows you to enable and disable customer billing for a module.

NOTE  Enabling the module will remove the Ignored setting.
Last Sync Status

Shows the status of the last synchronization. It will be one of the following:

  • Success
  • Error
Last 10 Syncs

This column provides a visual indication of the success of the 10 last syncs. Each attempted sync is represented by a dot:

The sync was successful, that is, it did not generate an error message.

The sync attempt failed, that is, it generated an error message.
Last Successful Sync The date and time of the last successful data sync with the module.
Next Sync The date and time of the next scheduled sync attempt.
Hide Cooper Insights for this connection

KaseyaOne features an insight that will let a user know if billing data is being transmitted to KaseyaOne, but that the module hasn't been enabled for Integrated Customer Billing in Autotask. To give MSPs the option to use a different billing method and turn this insight off, check Hide Cooper Insights for this connection.

NOTE  To be able to ignore a module, you must first disable (clear the check box) integrated customer billing for the module.

Before you disable a module (that is, turn off the integration), you must first unmap the services. You cannot do that once the module is disabled.

IMPORTANT  Failure to unmap the services will result in the services to be grayed out in the contract. The Service Mapping tab on the contract will disappear.