Jack Zaki

IntroductionFor partners that have migrated from PRISM to Cloud-iQ, the Billing Sync source can also be migrated if they choose to continue using Billing Sync.This tool is created to minimize the w...

Syncs Q: At what time are the daily syncs scheduled? A: The daily syncs are schedule at the following times:- Products: 15:00hrs UTCCustomers: 16:15hrs UTCPartners: 3:00hrs UTCUserAccounts: 3:30hrs...

This section can be used to diagnose common warnings and errors reported in Billing Sync. Warnings Warnings occur when a sync occurs and transfers data, but the outcome of the sync may need manual ...

Introduction   Crayon's Cloud-IQ and Prism are used by 3,000+ IT resellers to buy, provision, and bill their end-user clients for monthly cloud software subscriptions. Billing Sync automatically ...

Introduction   To work with Cloud-iQ, Billing Sync requires the API credentials. Follow the steps below to create the API credentials.   Cloud-iQ API Credentials To access the Cloud-iQ API, the par...

Introduction   To work with PRISM, Billing Sync requires the API credentials. Follow the steps below to create the API credentials.   PRISM API Credentials To access the PRISM API the partner will ...

  Once you have obtained the API credentials from either Cloud-iQ or PRISM, perform the following steps to add it to Billing Sync. Under Configuration at the navigation pane, select Connections ...

Introduction   Most PSAs have different contract/agreement types for recurring services and once-off payments. Billing Sync will have to accommodate these different contract/agreement types for the...

Introduction Product Mapping determines which product or SKU is being used in additions (for ConnectWise Manage) or services (in Datto AutoTask).   Product Sync The Product Sync will take the list ...

To set up ConnectWise as your PSA system through Billing Sync, please follow the below steps before moving on to the next phase.   Create or Access ConnectWise Account New Account: Create a Co...