Let's talk the same language.
Reconcile™ 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)
- 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 |