Kaseya BMS Integration

The Kaseya BMS Product export extension allows you to create products in your Kaseya BMS system linked to Adaptive Catalog. You can then pull these products into quotes or opportunities or use them when pushing into opportunities from the quote export extension.

The Kaseya BMS Quote Export extension allows you to add products from a workspace in Adaptive Catalog to a Kaseya BMS Quote.

Setup

Create a Security Role in Kaseya BMS

For the most up to date instructions on creating security roles & API users, please reference the Kaseya BMS documentation.

1) In Kaseya BMS, navigate to Admin > Security > Roles

2) Click the New button to create a new Security Role

3) Title the role “Adaptive Catalog Role” and give it a description identifying that it is for the Adaptive Catalog integration

4) Under CRM, grant View for everything and Modify for Opportunities, Quotations, Quotes, Product Quotations, Bundles, and Sales Orders

5) Check the Allow access to All Employees CRM Data (bypass ORG Chart) under the Special Features section

6) Under Inventory grant Modify for everything.

7) Save the role

Create an API User in Kaseya BMS

1) In Kaseya BMS, click on the HR > Employees section

2) Click the new button to create a new user

3) Enter “AdaptiveCatalog” into the User Name and “adaptivecatalog” under the Emp ID field. Set Security Roles to “Adaptive Catalog Role” and User Type to “Api Employee”. The remaining fields can be set to whatever makes sense for your organization. Ensure you have access to the email address entered.