Kaseya BMS/Pulseway PSA

Please note: This setup guide can also be followed to set up an integration with Pulseway PSA. You will need to click Kaseya BMS from the Admin Integrations page, and add your Pulseway PSA credentials.

One native integration that can be set up within Hudu is Kaseya BMS.

Before setting up your Kaseya BMS integration, please read over our Understanding Integrations article to learn basic concepts and useful tips.

What You'll need

User credentials with user-type of API Employee
Admin or super-admin user role within Hudu

At any time, you can come back to your Hudu admin area >> Integrations >> Kaseya BMS to make changes to the integration.

Integration Features

Hudu's integration with Kaseya BMS allows you to sync over:

Accounts
- Create client spaces within Hudu directly from Kaseya BMS accounts/companies, or seamlessly merge them into existing (already-created) spaces.
Contacts
- Pull system information from Kaseya BMS; sorted into asset layouts based on your primary sync location.

You can use Connected Fields to map information from this integration into Hudu custom fields. This allows data to appear in list views and be fully searchable across your account. Learn more →

What HUDU needs from Kaseya BMS

Kaseya BMS Domain
Tenant
Username
Password

Obtaining the Kaseya BMS Information

Fully Qualified Domain Name. This corresponds to your Kaseya BMS subdomain; select yours from the list of 4 options:
- bms.kaseya.com
- bmsemea.kaseya.com
- na1bmspreview.kaseya.com
- bmsapac.kaseya.com
Tenant. This is your Company Name in Kaseya BMS
- To find your Company Name in Kaseya BMS; click your account name in the top-right of the BMS portal. Click My Settings
Username. This will be the username used to log into your Kaseya BMS portal
- This user must have access to the API
Password. This will be the password used to log into your Kaseya BMS portal
- This user must have access to the API

Enabling the Kaseya BMS Integration

Integrations can be enabled at any time, during Hudu environment testing or in production
Once enabled, integrations can be merged into existing documentation based on predefined rules
This allows you to configure the integration upfront or connect it later as needed
To enable the Kaseya BMS integration:
- Navigate to the Hudu admin area (Admin → Integrations)
- Select Kaseya BMS from the list

Setting up the Integration in Hudu

Step 1. Connect to BMS

Enter the following details:
- Fully Qualified Domain Name
- Tenant
- Username
- Password
Select Default Asset Layout
- Choose an asset layout (must be active) from the list to designate as the default asset layout
- This asset layout will store information that is pulled in but not explicitly mapped to another asset layout
The Kaseya BMS integration requires one default asset layouts for contacts

If you don't see/have not created any asset layouts yet, you’ll need to create these. Visit Asset layouts for additional information!

Select any additional options:
- Auto-update names of Assets - If name is changed in Kaseya BMS, the name will automatically be updated in Hudu
- Do not update basic company details - This will prevent the company details from being changed in Hudu if they are changed in Kaseya BMS
Save the Settings

Step 2. Test connection and run an initial sync

On the integration overview page, click Test Connection
If successful, start an initial sync to bring in Kaseya BMS clients/companies

Make sure to test the integration for a successful connection before continuing; do not continue on until you see a connection successful message display.

Step 3. Match BMS Accounts

Before [customers] from Kaseya BMS can be brought into Hudu, they must be matched to:
- Existing companies in Hudu, or
- New companies you create in Hudu
Hudu recommends matching one client first for testing to ensure data imports correctly
When the integration runs successfully for the first time:
- Clients from Kaseya BMS are imported
- They appear in the Matched Companies List for the integration
Navigate to Hudu Admin → Integrations → Kaseya BMS
Open the integration and click Match Companies
Review the list of companies and choose one of the following options:
- Bulk create and/or match all companies
- Match a company to an existing Hudu company
- Create a new matched company in Hudu from a Kaseya BMS company
- Leave a company unmatched (it and its data will not be imported)
After matching companies, re-run the integration import to populate data for the matched or newly created companies

FAQ

How often do integrations sync?

Answer: Native integrations will automatically re-sync (update) every 3 hours.
You can also use either the global or the card-specific re-sync features to refresh native integration syncs at any point.

Why is my integration taking a long time to finish?

Answer: If the Kaseya sync has been loading for a significant amount of time (it can take up to 10 minutes), follow the steps below:

- Test the connection to ensure Hudu and Kaseya are communicating correctly
- Verify your Kaseya credentials
  - The user credentials used must have API employee access in BMS
- Refresh the page (while a sync is actively running)
- Stop the sync and restart the sync

Accidentally deleted an integration card; how do I get this back?

Answer: It should appear on subsequent re-syncs. If it is still not appearing, ensure that it has not been archived; and still exists in your sort rules.

Notes: Active integrations sync automatically every 3 hours; manual re-syncs can be performed either within an integrations’ settings page or by clicking the top right re-sync button.