Using Work 365 with a PSA


An Update is coming to this feature!

Work 365 Integrates with PSA systems to sync Subscription events that can be used for billing in the PSA Systems.

Work 365 Integrates into PSA Systems

  • Customers/Accounts
  • Products/Items
  • Billing Contracts/Agreements
  • Subscriptions and License Change Logs

The PSA systems can be used to invoices the changes synced from Work 365. The Sync of license changes between Work 365 and the PSA is manual. This gives a chance to preview the changes and confirm them before pushing them over to the PSA