Integrations

BMS integrates with Xero to keep your accounting data synced. You can export invoices from BMS, match payments to invoices in BMS and add customer / supplier details directly in BMS.

Using BMS with Xero integration keeps your accounting data synced. Use our Xero wizard to generate invoices in BMS and have everything synced with your accounting software.

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Benefits:

• Export invoices : Export your invoices from BMS and handle the accounting process in your Xero accounting system.
• Import Payments : Receive payments against synced invoices in BMS.
• Add customers and suppliers directly to BMS: Import and Export data such as your Accounts as suppliers or contacts and Items such as your services, products, expense types.
• Search and filters are supported with all the sync options

About BMS:

Kaseya BMS is a next-generation Professional Services Automation platform built for the next-generation MSPs. BMS provides an easy to use interface enabling users to get up to speed quickly and be more productive in less time. Kaseya BMS is equipped with everything you need It comes ready to help you succeed with  solutions for Project Management, CRM, Time Tracking & Billing, Inventory, Finance & Billing, and Service Desk.

How To Connect:

In your BMS, Navigate to Finance > Xero > Setup and follow through the wizard to integrate to Xero successfully. Once integrated you will be able make use of the following capabilities from this integration.