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 Services Automation), Sync 365 will:

• Refresh all licenses and configured features (e.g., usernames, contacts, filters, custom licenses) every day.

• Sync changes/updates to your PSA, updating only the items that have changed daily.

• Sent notifications to your configured notification address.

What Sync 365 Will Do for You

After you've set up and configured Sync 365, it will:

1. Sync license counts for your clients' Microsoft 365 to agreements - daily.

2. Sync adds or removes licenses from Microsoft 365 to agreements, including pro-rated charges if enabled.

3. Allow you to set up multiple billing profiles for different licenses.

4. Notify you of any Microsoft 365 licenses not linked to a billing profile.

5. Show your clients the users assigned to licenses on their invoice.

6. Create custom licenses to bill for a range of different items such as:

   • Managed Users

   • Email Backup

   • Endpoint Security

   • Various Azure AD-based options

This guide will walk you through the setup, configuration, and getting Sync 365 up and running smoothly.

Getting Started Checklist

To get started, follow these steps:

1. Configure the API connection to your PSA 
2. Configure billing profiles 
3. Configure Microsoft 365 partner admin account 
4. Add your customer tenants as companies 
5. Link your customer Microsoft 365 Licenses to PSA Agreements
6. Start syncing!
7. Configure notifications

Prerequisites

We use your Microsoft Partner connection with your customers to perform all the actions we need to do. This means it is critical that your Microsoft Partner GDAP relationships are set up correctly and the account being used is assigned the right permissions. You can read some more specifics on GDAP and the required permissions here: Granular Delegated Admin Permissions - GDAP Overview

Logging Into Sync 365

Let's get you logged in:

If you have not already activated your account from the welcome email, please click the link in there and set a password.

1. Open up https://sync.s365l.com 
2. Log in using your username and password you set. If you've requested your Microsoft 365 email as your username, you can log in using Microsoft Single Sign-On.
3. You will be presented with your Sync 365 dashboard
4. If you're not using Microsoft 365 Single Sign-On, we strongly recommend enabling Multi-Factor Authentication (MFA) right away. You can do this under Tools > Settings. For more information, see our Multi-Factor Authentication guide.

Adding Additional User Accounts

If you need to add more users to access Sync 365, follow the instructions in the Sub User Accounts

Note: Only the primary account created during checkout can perform this process.