Getting started with Kaseya BMS

Before you start

SmileBack connects to your Kaseya BMS account through the Kaseya API in order to fetch ticket details for CSAT reviews and contacts for NPS surveys. You need to be logged in to Kaseya BMS as a user with an Admin role and access to the API.

Set up

Enter your Kaseya BMS login details into the form in SmileBack:

Subdomain - the part of your Kaseya URL that contains your company name, note that "https://" and ".kaseya.com" are already provided.

Username - the username you use to log in to Kaseya BMS

Password - the password you use to log in to Kaseya BMS, SmileBack will securely transmit this to Kaseya BMS and use it to create a token, your password is not stored by SmileBack

Company name - the company name you use to log in to Kaseya BMS

When you are ready, click on Store Kaseya BMS API credentials.

You should then see "Status: Connected" at the top of the page.

Next steps

You can now create your CSAT survey and get ready to start collecting feedback from your customers, please see this article for how to do it.