Integrating Customer Accounts and Locations

Admin > Service Desk > RMM Integration Settings

In each BMS customer account you choose to integrate, you must map BMS customer accounts to VSA organizations. You must also map machine groups in each integrated VSA organization to locations in each BMS customer account.

1. Select the CRM > Accounts page.
2. Select an account.
3. Click the RMM Integration tab.
4. Select the Kaseya Organization ID that corresponds to this BMS customer account.
5. Add or edit a location on the Location tab.
6. Click the RMM Integration tab in the dialog.
7. Select the VSA machine group that corresponds to this BMS location.
8. Repeat steps 5 through 7 for each machine group and location you want to integrate.
9. Click Save to save the customer account.
10. Repeat this procedure for each customer account you want to integrate.