Kaseya BMS integration

Adds accounts, contacts, opportunities and opportunity notes in Kaseya BMS, and reads whether an opportunity reached a status you mapped as won or lost. Never deletes.

See what it finds in your clients Setup instructions

Setup steps are for connected customers — sign in to read them.

What we find in Kaseya BMS

Likely clients + agreements + tickets, as other PSAs.

Every finding lands on your Client Upsell board as a named client with a number beside it — not a report you have to read.

What the Kaseya BMS connection does

Deliver — powers Lead Signals

Receive new Lead Signals

Push Lead Signals into Kaseya BMS as opportunities on a prospect account; won/lost is read back from the statuses you map. Each signal becomes an account, contact and opportunity with a note saying why now — matched to records you already have, never duplicated. The amount is left at 0 for your team to set: we don't know the deal's value and won't invent one.

Permissions to prepare with your administrator

Required permissions and account access

A dedicated API user (User Type API-Employee) with its own security role: CRM Accounts, Contacts and Opportunities with View and Modify, no Delete, plus Admin → Special Features → Has API Access. Nothing in Service Desk, Finance or HR.

Which accounts and records: Create the API user in the client's own Kaseya BMS tenant, never someone's own login. Sign-in is the API user's username and password with the company (tenant) name and the region the tenant is hosted in. Choose the prospect account type, the starting opportunity status and which statuses mean won or lost; nothing is deleted.

A green credential check proves access to the records tested. Confirm the expected data after the first pull; missing permissions or tenant consent must remain visible.