Jack Zaki

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Recent activity by Jack Zaki Recent activity Votes
  • ConnectWise - Configuration

    Please ensure that you have completed the setup for ConnetWise Manage before continuing. If you have not completed the setup, please follow the steps here. Connecting ConnectWise Manage to Bi...

  • AutoTask - API & Setup

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

  • AutoTask - Configuration

    Please ensure that you have completed the setup for AutoTask before continuing. If you have not completed the setup, please follow the steps here. Connecting AutoTask to Billing Sync In Billing Sy...

  • Syncro - API & Setup

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

  • Syncro - Configuration

    Please ensure that you have completed the setup for Syncro before continuing. If you have not completed the setup, please follow the steps here. Connecting Syncro to Billing Sync In Billing Syn...

  • Billing Sync Terminology

    Please see below the list of commonly used terminology you may see within Billing Sync and/or PSA systems. Any terminology that is specific to a PSA system rather than a collective for all PSA S...

  • Billing Sync Price Rules

    Introduction   Billing Sync Price Rules allows Partners to adjust the retail prices of the subscriptions/products invoiced by Cloud IQ and PRISM automatically whilst they are synced into the integr...