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There are two Kaseya integrations based on Kaseya Versions Kaseya V1 - Pre January 2022 Kaseya V2 - Post January 2022 |
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Overview
The Kaseya integration has 2 main integration points.
Company Syncing - keep your companies synced between ConnectSecure and HaloPSAKaseya. You can import directly from HaloPSA Kaseya or map an existing ConnectSecure company to a HaloPSA Kaseya company. This ensures any alerts/tickets raised are going to the correct company. This does not require that you or Create Ticket options.
Create Ticket - enable ticketing integration using your defined Event Set and Integration Profile settings. This is optional and is not required to use Company Syncing options.
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Getting Started
Click on Overview > Integrations > Kaseya to configure the integration.
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Navigate to Global > Settings/Integrations >tap on the Kaseya tile based on your version.
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There are two Kaseya integrations based on Kaseya Versions Kaseya V1 - Pre January 2022 Kaseya V2 - Post January 2022 |
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Setup
Credentials
Complete the required fields and tap Update to continue:
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Associated Company: Leave this blank to apply for all companies.
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Setting Up Kaseya's Credentials Kaseya Version 1 (Before January 2022) = https://helpdesk.kaseya.com/hc/en-gb/articles/360015206778-Getting-Started-with-your-PSA-tenant Kaseya Version 2 (After January 2022) = login to your Kaseya portal and navigate to HR Portal, choose API Employee as the User Type and create a record. |
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Event Set
This is where you tell the integration what events should generate an alert. Tap the Add button to view and add your desired event sets.
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Give the Event Set a name of your choosing, select a Notify By option, and select the Event Set(s) you want to create the alert(s) for.
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Tap on the Category name (expand style menu) to see the individual Event Sets based on Category.
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Use the checkboxes to select the Event Sets, then tap the Save button. Upon doing so, you will be prompted with a Confirmation box asking if you want to create an Integration Profile or save your event set.
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Refer to our Event Sets KB here: https://cybercns.atlassian.net/wiki/x/UYCugg
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Integration Rules
Here, you define how the ticket is created in Kaseya and which parameters are applied to the ticket upon creation. Complete all required fields and tap Save to continue.
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Red highlight cell indicates a Required field |
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Required Fields Indicated |
Field | Description / General Use |
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Name | Set the name of the Integration Profile. We recommended separating them based on the ‘Priority’ of the ticket so you have a profile for your P1 vs P2 vs P3 tickets and so on. |
Status for Ticket Creation | Set the ticket status used for ticket creation, based on Kaseya configured options. We recommend an ‘Open’ or ‘New’ status. |
Status for Ticket Closing | Set the ticket status used for ticket closing, based on Kaseya configured options. We recommend a ‘Resolved’ or ‘Closed’ status. |
Priority for Ticket Creation | Set the priority used for ticket creation, based on Kaseya configured options. |
Queues for Ticket Creation | Set the queue(s) used for ticket creation, based on Kaseya configured options. |
Assignee for Ticket Creation | Set the assignee used for ticket creation, based on Kaseya configured options. |
Event Set | Select the associated Event Set from ConnectSecure. This is the association the Event Set uses when creating tickets. |
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Company Mapping
This is where you manage your company mappings between Kaseya and ConnectSecure; you can import them directly from Kaseya or map existing ConnectSecure companies to Kaseya companies using the Add button. These mappings also include what Event Set and Integration Profile settings apply to the company when using the Create Ticket option.
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Upon saving, the Selected Companies section appears with your mapping selection(s). You can use the three-dot action menu to Edit or Delete the company mapping and settings.
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Create Ticket = This will enable automatic ticket creation for the selected company based on the mapped Event Set and Integration Profile settings. |
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Get Support
If you have an integration-related inquiry, please email support@connectsecure.com with the details, and our Support Team will assist you.
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