You can synchronize tenant usage information with Connectwise PSA.
Before You Begin
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Integrate the Commvault MSP Portal with ConnectWise PSA software. For more information, see Integrating the Commvault MSP Portal with ConnectWise PSA.
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Import ConnectWise PSA companies into the Commvault MSP Portal. For more information, see Importing ConnectWise PSA Companies Into the Commvault MSP Portal.
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Add services to the tenant account in the Commvault MSP Portal.
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In the ConnectWise PSA software, create billing agreements for your companies.
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Synchronize your product catalog rate card with Connectwise PSA. For more information, see Synchronizing Product Catalog Rate Cards with ConnectWise PSA.
Procedure
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From the Commvault MSP Portal, at the top of the page, click Manage All Accounts.
The Command Center appears.
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From the Command Center navigation pane, go to Manage > Integration > Third Party Integration.
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Click the ConnectWise PSA tile.
The ConnectWise PSA configuration page appears.
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On the Billing tab, in the Billable companies table, click the action button
for the desired company, and then click Manage agreement.The Manage agreement dialog box appears.
Note
If the billable company does not appear in the table, re-discover all companies and then re-import. For more information, see Importing ConnectWise PSA Companies Into the Commvault MSP Portal.
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Select the desired Agreement name that you created in the ConnectWise PSA software, and then click Submit.
The agreement name for the tenant appears in the ConnectWise agreement name column in the Billable companies table.
Important
Once daily, overnight, the system pushes the usage information for the tenant to ConnectWise. You can find this information on the Additions tab of the tenant agreement in ConnectWise PSA.