Sync settings: Kaseya BMS

How to adjust your sync settings with Kaseya BMS

Use this guide to adjust any sync settings for your Kaseya BMS integration in ScalePad.
Navigate to Integrations, and select Kaseya BMS.

Only sync devices checked-in

This setting will make ScalePad only sync in hardware assets that have last checked into Kaseya BMS, within certain time frames.

  1. Select an option from the drop-down menu
  2. Click Save Kaseya BMS Setup

Enable Two-Way SyncTwo-Way Sync - Two-Way Sync allows ScalePad to propagate warranty dates to and from certain integrations.

  1. Under Enable Two-Way Sync Fields, check the appropriate boxes to enable Two-Way Sync for these fields
  2. When you're finished, click Save Kaseya BMS Setup

Select account types to sync

Checking the boxes of each corresponding account type will only sync these account types over into ScalePad.

Select categories to sync

Selecting the ScalePad Asset Type from each corresponding drop-down menu will map the respective Kaseya BMS Category, to that hardware asset type.

For example, mapping Desktop categories to Workstation means that all your desktop assets will show up as workstations in ScalePad.

Sync assets without serial numbers

While we're unable to perform warranty look-ups on hardware assets without serial numbers, there is value to add these assets to your ScalePad account.

  1. Check the Include Devices Without Serial Numbers box
  2. Click Save Kaseya BMS Setup