Overview

Syncro's Universal Billing features allows you to automatically bill your End Users for any integration that Syncro resells (like Acronis, Bitdefender, and Proofpoint).  

This means Billing admins don't have to manually count licenses every single month, reducing both human error and time overseeing the process.

Syncro can automatically adjust the counts on your recurring invoices as licenses are incremented/decremented within the third-party vendor/application. For instructions, see Line Item Types for Recurring Invoices: Third-Party Vendors.

Note: Universal Billing is currently available with Proofpoint, and Syncro will be moving to support all of our marketplace vendors by the end of the year.

You may also want to use the Third-Party Vendor Usage Report.

Use the Customer Mapping Tool

Note: The Customer Mapping Tool is exclusive to the Universal Billing feature. You'll use the Customer Mapping Tool to link customers in your third-party vendor/applications to your Organizations in Syncro.

Prerequisites

You must have previously configured an integration with a marketplace vendor that's capable of universal billing. If you haven't, you'll be prompted to do so when you open the Customer Mapping Tool.

View Mapped Customers

To view mapped customers, follow these steps:

1. Navigate to the Admin tab/module.
2. In the Integration section, click Customer Mapping. If no integrations are set up yet, you'll be directed to the App Center to add one. 
3. Use the Vendor dropdown menu to select a Vendor. Syncro displays the Vendor to Customer Mapping page/table for that vendor:
   
   • Vendor Customer: The name of the customer in the third-party/vendor's product.
   • Map Status: Possible values are:
     • Mapped (green): The Vendor Customer is successfully mapped to the Organization in Syncro.
     • Not mapped (gray): The Vendor Customer has not yet been mapped to any Organization in Syncro.
     • Detached (red): The Vendor Customer has been removed from the vendor's side.
   • Syncro Customer: If the Map Status is “Mapped,” the name of the Organization in Syncro.

Tips: 

• Enter some text in the search field at the top to filter the table.  
• Sort the table by any column heading.

Map a Vendor Customer to an Organization

To map a Vendor Customer to an Organization in Syncro, follow these steps:

1. Navigate to the Admin tab/module.
2. In the Integration section, click Customer Mapping.
3. Use the Vendor dropdown menu to select a Vendor. Syncro displays the Vendor to Customer Mapping page/table for that vendor.
4. For any Vendor Customers with a Map Status of “Not Mapped”, click into the corresponding Syncro Customer cell:
   
5. Start typing the name of the Organization. When you find the one you want, press Enter. Syncro displays that Organization in the cell, and the Map Status changes to “Mapped.”

Unmap an Organization from a Vendor Customer

To unmap an Organization from a Vendor Customer, follow these steps:

1. Navigate to the Admin tab/module.
2. In the Integration section, click Customer Mapping. 
3. Use the Vendor dropdown menu to select a Vendor. Syncro displays the Vendor to Customer Mapping page/table for that vendor.
4. For any Vendor Customers with a Map Status of “Mapped” or “Detached,” click into the corresponding Syncro Customer cell.
5. Click the X. Syncro displays a red X so you can confirm:
   
   
6. Click the red X. Syncro unmaps the Organization, and the Map Status changes to “Unmapped.”

Note: If the Map Status was “Detached,” Syncro will remove the row from the table after you unmap it.