Everything you need to know to get started receiving Alerts from your vendors directly in your PSA!
Overview
Are you tired of checking multiple vendor portals and emails to find alerts from various products in your stack, sifting through, and manually creating a ticket in your PSA to address these items? Do you miss important alerts due to the current processes you follow to find what items need action?
Reconcile™ Alerts Module automatically creates the alerts relevant to you in your PSA, ensuring you never miss a critical alert again while cutting down on the noise of irrelevant items.
Alerts
Requirements
Please review the below guides based on your PSA.
New Users:
Connectwise Manage PSA Integration Requirements
Datto Autotask PSA Integration Requirements
Kaseya BMS Integration Requirements
Pulseway Integration Requirements
Existing Users: Already using Billing and Upgrading to Alerts? You will need to make an adjustment to your security permissions within your PSA.
For Pulesway and Kaseya, no changes are required.
For Autotask please update the security permissions.
For Connectwise please update the security permissions.
Alerts are currently available for ConnectWise Manage, Datto, Kaseya PSA, and Pulseway users.
This will expand to include other PSAs in the coming months.