Connect your PSA and Microsoft Partner account, prepare your billing setup, then add a customer and check its licence mappings. This guide follows the setup experience shown when you first sign in.

Your setup path: connect your PSA → connect Microsoft → prepare billing setup → add your first company → map and check its licences → review alerts.

Screenshots show a new account in the development app. Names and example selections will differ from your account. Select a screenshot to open it at full size.

Before you sign in

Have these ready:

• Your activated Sync 365 account. Use the link in your welcome email if you have not set your password yet.
• API credentials for your PSA, with the permissions described in the PSA connection guide.
• A Microsoft Partner account that can access your customer tenants, with MFA available during sign-in.
• The required Partner Center access and GDAP relationships. Check the Microsoft account prerequisites and GDAP requirements before connecting.
• A first customer whose Microsoft tenant, PSA company, products, and agreement or contract you can identify.

Sign in at Sync 365. Use your account credentials, or Microsoft single sign-on if configured for your account.

Find your way through setup

The welcome wizard takes you through the first three setup stages. The Setup guide panel tracks the wider initial setup, including adding your first company.

You can close the help panel to give the wizard more space. Use Continue setup to open it again.

The Setup guide tracks four initial items. In this example, the connections are complete and billing setup is next.

Finishing the wizard is an initial milestone. You still need to add a customer, configure its licence mappings, and check the resulting PSA billing before considering that customer ready.

1. Connect your PSA

1. In Step 1: Connect Your PSA, select your PSA Type.
2. Enter the credentials required for that PSA. For ConnectWise, the wizard asks for Company ID, ConnectWise URL, Public Key, and Private Key.
3. Select Test and Add Credentials.
4. Wait for validation to finish. When the connection succeeds, the wizard advances to Microsoft Partner setup and shows a success message.

If validation fails, check the API user, permissions, server address, and credentials. Follow the instructions for your PSA in the PSA connection guide.

Next moves between wizard pages; the successful connection message confirms that the PSA connection was actually saved.

2. Connect your Microsoft Partner account

1. In Step 2: Connect Microsoft Partner Account, select Grant Partner Center Consent.
2. Choose the consent flow for your business: Direct for a direct Microsoft CSP relationship, or Indirect when you work through a distributor.
3. Sign in with the Microsoft Partner account prepared for Sync 365. Use an account with access to the customer tenants you intend to manage.
4. Complete the Microsoft MFA and consent prompts. Your administrator may need to approve access if your organisation restricts application consent.
5. Return to Sync 365 and allow the connection and customer data retrieval to finish. Confirm the account is connected before continuing.

If you return to the dashboard or integrations page, use Continue setup > Add billing profile to continue. You can also check the connected account under Company > Delegated Admin. While an initial-retrieval message is displayed, let the process finish before refreshing the page.

The Microsoft step confirms that your PSA is connected and provides the Partner Center consent action.

Choose the consent flow that matches your Microsoft Partner relationship.

Microsoft sign-in needs MFA. Make sure the sign-in includes the required MFA step. If the connection is rejected or customer tenants are missing, check the account's Partner Center access, GDAP group membership, and customer relationships using the Microsoft setup guide.

3. Prepare your billing setup

The current wizard calls this stage Add Billing Profiles. A billing profile identifies the PSA product or service and pricing options to use when a customer's licence is mapped.

Open Add Billing Profiles in the wizard, Continue setup > Add billing profile, or Billing Profile > Billing Profiles.

Use Add Billing Profile for one profile, or Bulk Add Billing Profile to prepare several together.

Add a profile

1. Select Add Billing Profile.
2. Enter a clear Profile Name and select the PSA.
3. Choose the matching Product Name or Service Name, depending on your PSA. Check the actual selection; do not assume the first product shown is the correct one.
4. Review Billable Option and the price and cost shown. Use Override Default Price only when you intend to replace the PSA's default price.
5. Select Create to save the profile.
6. Repeat for the licences and terms you sell, then return to Continue setup for your first company.

Give the profile a recognisable name and match it to the correct PSA product or service.

For a larger catalogue, use Bulk Add Billing Profile. Select the required PSA products, add the selected products, review their profile names and settings, and save. See the billing profile guide for the detailed bulk procedure.

Keep subscription terms clear

Include the term in each profile name, for example Microsoft 365 Business Premium — Monthly, Annual / Monthly, or Annual / Annual.

Check before continuing: each profile should point to the intended PSA product or service. Creating a profile does not assign it to every customer licence; customer mappings are configured after adding the company.

If the wizard offers Complete Setup, it completes the wizard's connection and billing stages. Continue with the company and mapping checks below.

4. Add your first company

Adding a company links a Microsoft customer tenant to the corresponding company in your PSA.

1. Open Continue setup and choose Add company, or open Company > Companies.
2. Select Add Company.
3. Choose the PSA and the customer's Company Name.
4. Choose the Microsoft Partner Username and the matching Tenant name.
5. Review the selected pair carefully, then select Create.

Choose the PSA company first. The Microsoft Partner account and tenant fields appear after the company is selected.

Check before continuing: open the company and confirm that its Microsoft licence data belongs to the intended customer.

If your account has AutoMap, also review the company's Default Agreement, annual handling, and Require Approval for New Licenses setting. Keep approval enabled while checking the first proposals. If you bill offices or departments separately, configure the company's licence filters and per-filter agreements before mapping.

When you are ready to add more customers, Bulk Add Company can help match tenants to PSA companies. Review every proposed match before saving. See Add customer tenants as companies for individual and bulk setup.

5. Review licence mappings and check the first sync

After a company has been added, each licence you want to bill needs the correct billing setup. The setup checklist does not confirm that all licences have been mapped or that a sync has succeeded.

1. Open the company from Company > Companies.
2. Review the licences or subscriptions you intend to bill.
3. Configure or review the mapping using the billing setup method from step 3. Confirm the selected billing profile and customer agreement or contract.
4. Check the subscription term, quantity, price treatment, and any extra options that affect billing, such as invoice descriptions, proration, or an initial start date.
5. Save the intended configuration, then check the sync result and the resulting item in your PSA.

For the current billing-profile workflow, follow Link licences to PSA agreements to map a licence from its company information page.

Check billing choices before syncing. A saved licence mapping determines the customer agreement or contract that receives the billing updates. Review the customer, product, quantity, pricing, and start date before using Sync Now or allowing the scheduled sync to process it.

Confirm these outcomes for your first customer before repeating the process:

• The correct Microsoft tenant is linked to the correct PSA company.
• The intended licences are mapped; any exclusions are deliberate.
• The billing profile and agreement or contract are correct.
• The sync completes without unresolved errors.
• The resulting PSA item has the expected quantity and billing details.

6. Review alerts and preferences

Open Tools > Settings and select Edit alert settings under Automated Ticket Creation & Alerts. Configure the notification recipient and frequency, then choose the alerts that help your team maintain accurate billing.

Useful checks include No billing Profile assigned, Tenant Not Added Alert, Invalid Auth Alert, and Available licenses. See Alerts and user preferences for the available options.

Also review your time zone, currency display, and the defaults used when mapping licences. For accounts using a password rather than Microsoft sign-on, follow the MFA guide to secure access.

Review defaults for your own billing process, then select Save Preference if you make changes.

Return to setup whenever you need it

Use Continue setup to see the remaining initial items and open their settings. When all four initial items are complete, the launcher changes to Explore, with Guides & tips.

The guide also offers help with custom licences, contact sync, and filtering licences for billing. Some options become available after you add your first company.

Troubleshooting your first setup

If you need help, include the setup step, PSA type, customer or licence involved, and the exact error shown when contacting support. Never include API private keys, passwords, or MFA codes.