This article will guide you through adjusting the sync settings for your Kaseya BMS integration in Lifecycle Manager.
If you haven't yet set up the integration, you can find the instructions on how to do so here:

Kaseya BMS integration Instructions

Once your Kaseya BMS integration is active, you can access your sync settings from the integrations page.

To navigate to your integrations page, click the settings icon () in the upper right of Lifecycle Manager and click the Integrations option

Then click Kaseya BMS to open the sync settings for this integration.

Manage sync

The Manage sync section of the sync settings page displays the connection status and configuration of your Kaseya BMS integration

Connection Status

This area will show whether Lifecycle Manager is connected to Kaseya BMS. Here, you can also update or edit the credentials used to establish the connection.

To update your credentials, click the Edit Credentials button. You can edit the Username, Password, Company and Hostname.


Click Connect Now to update the credentials and then click Save and sync now at the bottom of the page to apply the changes and initiate a fresh sync.

Last successful sync

This will display the last time and date that a sync occurred between Lifecycle Manager and Kaseya BMS.

Name

Here, you can assign a nickname to the integration, to make it easier to identify.

Sync Data

Two-Way Sync

Checking the boxes here will allow you to enable Two-Way Sync for either of the selected fields.

• Warranty Expiration Date
• Purchase Date (Acquisition Date in Kaseya BMS)
  

For further information on Two-Way Syncing, refer to this article:

Introduction to Two-Way Syncing

Hardware

Sync Assets without Serial Numbers

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

This checkbox allows you to choose whether assets without serial numbers will sync from Kaseya BMS.

Limit Sync to recently checked in assets

This option uses the last check in date from Kaseya BMS to limit the syncing of assets that have not checked in within a given amount of time.

Check the box and select an option from the drop-down menu

• 30 days
• 90 days
• 120 days

If the box is left unchecked, assets will sync into Lifecycle Manager regardless of when they last checked in.

Account Type

Checking the account type here allows you to choose whether assets will sync from clients with the corresponding account type in Kaseya BMS.

If an option is left unchecked, assets will not sync from any client with that account type.

Configure Fields

Hardware

Selecting the Lifecycle Manager Asset Type from each drop-down menu will map the corresponding 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 Lifecycle Manager.

To save any adjustments to your Kaseya BMS sync settings, click Save and sync now at the bottom of the page.

Your settings will be saved and a sync will immediately begin.