Synchronizing Accounts v2

Admin > Service Desk > RMM Integration Settings > Accounts Synchronization

Once a Kaseya version 2 RMM Integration Settings record has been saved, you can bulk import VSA organizations into Vorex™ to create corresponding CRM customer accounts. Minor spelling differences are ignored to intelligently match accounts. TheVorex™ remembers the mapping so you can reimport as often as you like. This would typically occur at least once during your initial configuration. You can also export existing CRM customer accounts to create corresponding organizations in the VSA.

Additional Guidelines

• Running Accounts Synchronization initially is recommended. Whether or not Accounts Synchronization is run. Once Vorex integration is activated in the VSA, Vorex™ will create a new CRM customer account for any new VSA organization referenced by a new ticket or new asset.
• Changing the name of the organization or asset in the VSA does not update Vorex™ unless you run Accounts Synchronization and Assets Synchronization again.
• You can also manually associate an existing CRM customer account with an existing VSA organization, using the CRM > Accounts > (selected account) > RMM Integration tab.

Import Accounts Procedure

1. Click Load Accounts.
2. Optionally filter the loading of data from the VSA into Vorex™ using the Filter by Name... field. Click Load Accounts again to re-display the filtered list.
3. Select the organizations you want to import into Vorex™.
4. Optionally click:
   • to edit the mapping
   • to delete the mapping
   • (Vorex account name) to display its account record in Vorex
5. Click Import Results.

   Note: If you get a 'There are no logs yet!' message you may have forgotten to select any organizations to import.

Export Accounts Procedure

Use this procedure to export existing CRM customer accounts in Vorex™ to the VSA. Any new CRM account you create is automatically added to the VSA without having to use this feature.

1. Click Load Accounts.
2. Optionally filter the loading of data from the VSA into Vorex™ using the Filter field.
3. Select the CRM customer accounts you want to export to the VSA.
4. Click Export Results.

   Note: If you get a 'There are no logs yet!' message you may have forgotten to select any CRM customer accounts to export.