Sync 365
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 ...
Autotask Feature: Disable Prorate
Managing Prorated Billing in Autotask Contracts By default, Autotask prorates service changes on a contract based on the effective date of the change. This means: The system calculates a prorated charge for any mid-period changes. Additional line ...
Create shortcuts from PSA direct to Sync365 company
We have 2 links that you can create with variables that allow you to link to Sync 365 from your PSA. 1. Link to the company in Sync 365 2. Trigger a contact sync for the company in Sync 365 Get your User ID: For this you will need to know your UserID ...
Billing Profile Discounts
One of our advanced features is being able to provide a discount at the billing profile level. This allows you to override the price from your PSA by a percentage, either positive or negative. This product will keep its pricing up to date with any ...
Customer Discounts
The Customer Discounts function allows you to easily apply discounts to specific license billing profiles and have an expiry of when the discounts will stop. This is a great option to either provide a discount for a certain period of time, or an ...
Azure Billing reserved instances and software licenses
When this feature is enabled in your CSV mapping, we will split out the reserved instances and software licenses in your CSV and apply the relevant mark ups. See our guide for setting up the CSV profile for more information: @ During your CSV ...
Azure CSP Billing
To mostly automate your Azure CSP billing we have a fantastic function to allow you to upload your CSV reconcilliation file and automatically bill your customers in your PSA tool! There are a couple components to this Setting up your billing profile ...
Filter license by Office/department/city/state/country/domainname/companyname/Entra ID Group/Custom Attributes
A unique ability that Sync 365 provides, is to be able to filter your Office 365 licenses to split billing up for your clients. Use case 1: You have licenses that you add for your MSP to provide services and do not bill the client for. You can ...
Monthly Reports of Customer Users
With our monthly customer user reports, you can easily send a report each month to one of your customers detailing their end users and what licenses they have assigned. Adding Your Logo Open up Tools and Logs> Settings Scroll down and upload an image ...
Microsoft 365 Contacts to PSA Contact Sync
Our contact sync functionality provides flexible options for syncing the customers Microsoft 365 Contacts to your PSA. With our contact sync filters, you can get the right contacts to the right site/location in your PSA. You can filter by All ...
Custom License Billing
With Sync 365 you have a range of options to generate the quantity of what you need to bill. Custom License Ideas Bill your managed users by one of the following: Entra ID Licensed users A group in Entra ID Copying a Microsoft 365 License Bill your ...
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 ...
Enable End User Self Service Portal (Direct CSP Only)
We have released Version 2 of our End User Portal. *Additional cost for end user portal applies Version 2 Features Grant access and different security levels to an end user for their company Provide access to internal staff for the end user portal - ...
Bill by Subscription ID
In some occasions you may have a client that has multiple subscriptions for a license, or a monthly and annual term for the license. These may include subscriptions that you to not provide so you may need to bill them by your specific subscription ID ...
View license sync history
To view the sync history of a customer tenant. Open the Customers tab Click on the name of the customer you would like to see This will bring up a sync overview and you will see a tab with history so you can see the history of license sync While you ...
Sub User Accounts
You may need to provide someone in your business an account to Sync 365 License. The Sub User Accounts function, allows you to create users for your company so they can log in and configure on your behalf. Log into Sync 365 License Select Tools> Sub ...
Bulk Add Companies
To easily add all of your customers into Sync 365 License, we have a Bulk Add Company feature. We recommend to do 1 page at a time and save the mapping. Click on Bulk Add Company You will be presented with a list of all of your Office 365 tenants. ...