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4 - Add your customer tenants as companies
Now that you have a added access to your partner center and have your billing profiles set up, you can easily add your customers. Bulk Add Companies This is a great way to get your companies added in and linked to your psa. We will display a list of ...
3 - Configure billing profiles
Billing profiles are the backbone of Sync 365 (S365). They allow you to specify the product used so we can add/update the correct product on the agreement/contract. Essentially, billing profiles automate the billing of Microsoft 365 license types or ...
Trial Checklist
As you are working through your trial and discovering how Sync 365 can save you time, increase your recurring revenue and make your life easier, here is a checklist to make the most out of Sync 365 and have the largest positive impact in your ...
1 - Configure the API connection to your PSA
In this guide, you'll learn how to configure the API details in Sync 365 to connect to your PSA. In Sync 365 Click Tools> Integration Settings Select your PSA system below to get started. Connectwise Manage Step 1: Prerequisites Ensure you have admin ...
Getting Started Overview
Welcome to Sync 365! We're thrilled to have you join us. Sync 365 was created to save you time, keep your customer agreements up to date, and simplify your daily operations. Once you set up and connect your customer licenses to your PSA (Professional ...