Integrating Kaseya's Billing Management System (BMS) or Vorex

Use this procedure to integrate BMS or Vorex with the UniView Portal. Once you have configured the integration, BMS or Vorex creates tickets based on alerts and warnings issued by BackupIQ.

  1. Log in to the UniView Portal with a superuser account.
  2. Click your user name and select My Settings:
  3. Select the Integrations view.
  4. Locate the BMS or Vorex integration and click Integrate.
  5. Enter the BMS or Vorex Instance URL.
  6. Enter the Username and Password of a BMS or Vorex Administrator account or the BMS or Vorex API user account.

IMPORTANT  If two-factor authentication is enabled in your environment, you must enter the username and password of the BMS or Vorex API user account.

  1. Enter the Company Name.
  2. Click Test Credentials to verify the credentials you entered.
  3. Click Next Step.
  4. Configure integration settings by selecting an Account, Location, Queue, Status, Type, and Source.
  5. (Optional) BackupIQ dismisses offline appliance alerts and conditional alarms automatically when the alert condition has been resolved. You can opt to automatically close corresponding BMS or Vorex tickets by selecting a status from the Close Ticket Status list. Or select Do not close automatically.
  6. Select a priority level for Alerts. Choose from these levels:
  • Do not sync – No ticket is created in BMS or Vorex
  • High
  • Low
  • Medium
  • Very High
  1. (Optional) Click Create Test Ticket. View the test ticket in BMS or Vorex under Tickets > Service Desk (see Sample BMS test ticket: below).
  2. Click Save.

EXAMPLE   Sample BMS test ticket:

  1. Map organizations to BMS or Vorex accounts.

    By default, all organizations are mapped to the account you selected above in step 10. If needed, assign organizations to other BMS or Vorex accounts as shown here. Once you've completed your account selections, click Map:

NOTE  If there are no BMS or Vorex accounts in the Organization Mapping dialog, or if you do not see all companies in the drop-down lists:
1. Click Map to add the integration and exit the dialog.
2. Import accounts from BMS or Vorex as described in Importing organizations from Autotask, ConnectWise Manage, BMS, or Vorex.

  1. The integration is added.

    Tickets are added to the BMS or Vorex queue as new BackupIQ alerts are generated.

NOTE  BMS or Vorex tickets are created for all BackupIQ alerts unless you selected Do not sync in the BMS Integration Settings > Alerts field.