Related Articles
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 ...
Bulk Cancel Connectwise Additions
To make it easy for our clients to convert from CloudConsole, Unite, manual billing or other software to Sync 365 License, we have developed a great tool that will help to optimise the conversion process. This tool will look for any active additions ...
Linking Multiple PSA Companies to a single Microsoft 365 Tenant for Billing
Sync 365 supports linking multiple PSA companies to a single Microsoft 365 tenant. This is useful when different customer entities or business units are managed separately in your PSA but share a common Microsoft tenant. To map multiple PSA companies ...
Linking Multiple Microsoft 365 Tenancies to a Single PSA Company for Billing
Sync 365 allows you to link multiple Microsoft 365 tenants to a single PSA company for flexible license management. To link multiple tenants to one PSA company: Log into your Sync 365 account. Navigate to Companies. Click Add Company. Choose the ...
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 ...