Let's talk the same language.
Synthesize billing module requires the following data fields for us to update usage in your PSA: automagically
- Account Name (Customer)
- Service Name (Product)
- Quantity (Unit or License Count)
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|
|Datto Autotask PSA||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|