About Universal Billing

Universal Billing is a Syncro feature that allows MSPs to charge End Users for integrations that Syncro resells, including Acronis, Threatdown, Microsoft 365, and Cloud Backup (for 1:1 Tenant-to-Organization relationships)). Recurring billing rules automatically adjust invoice counts as licenses are added or removed, eliminating the need for manual monthly counts.

Enable Universal Billing

To enable Universal Billing for an integration that supports it, follow these steps:

1. Navigate to Admin > Integrations -  App Center.
2. Locate and click on the app card for that integration (e.g. ThreatDown).
3. At the bottom of the page, click “Enable Universal Billing” to toggle it to the On position.
4. Next, Map Vendor Customers to Syncro Organizations.

Map Vendor Customers to Syncro Organizations

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 already:

• configured an integration with a marketplace vendor that's capable of universal billing, 
• toggled the Universal Billing switch to On, and 
• supplied your credentials (API tokens or username/password). 

If you haven't done this, you'll be prompted to do so when you open the Customer Mapping Tool.

Steps

Note: For Microsoft and Syncro Cloud Backup products, there's no need to toggle Universal Billing on; it's automatic.

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.”
6. Finally, Set Up a Recurring Invoice & Monitor Usage.

Set Up a Recurring Invoice & Monitor Usage

Create a recurring invoice with a vendor usage counter. See Work with Recurring Invoices and Line Item Types for Recurring Invoices for step-by-step instructions.

After setup, use the Vendor Usage Report to see which SKUs and quantities each Organization is using per vendor.

View Mapped Customers

To view previously mapped customers, follow these steps:

1. Navigate to Admin > Integrations - Customer Mapping.
   Note: If no integrations are set up yet, you'll be directed to the App Center to add one. 
2. 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, or in the case of Syncro Cloud backup, the Syncro Tenant. 
   • 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 text in the search field at the top to filter the table.  
• Sort the table by any column heading.

Unmap an Organization from a Vendor Customer

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

1. Navigate to Admin > Integrations - Customer Mapping.
2. Use the Vendor dropdown menu to select a Vendor. Syncro displays the Vendor to Customer Mapping page/table for that vendor.
3. For any Vendor Customers with a Map Status of “Mapped” or “Detached,” click into the corresponding Syncro Customer cell.
4. Click the X. Syncro displays a red X so you can confirm:
   
   
5. 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.