Synthesize Billing Module - Helpful Tips and Tricks
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      3. Synthesize Billing Module - Helpful Tips and Tricks

      PSA Naming Conventions

      Let's talk the same language.

      Synthesize billing module requires the following data fields for us to update usage in your PSA: automagically

      1. Account Name (Customer)
      2. Service Name (Product)
      3. Quantity (Unit or License Count)
      4. Agreements 

      Recognizing that our naming conventions or nomenclature may differ from your PSA, we've created this list so we all speak the same language!

      Platform Account Name Service Name Agreements
      ConnectWise Companies Product ID Agreements
      Datto Autotask PSA Accounts Services Contracts
      Kaseya BMS Accounts Services Contracts
      Pulseway PSA Accounts Services Contracts
      Tigerpaw Accounts Services Contracts
      Halo PSA Customers Recurring Line Items Recurring Invoices
      Syncro MSP Customers Recurring Line Items Recurring Invoices
      Accelo PSA Companies Service Items Retainers