We’re excited to announce that Socket now integrates with Kaseya BMS.
How Socket integrates with Kaseya BMS
The integration is seamless and simple:
- When creating Socket Quotes, you can pull products from Kaseya BMS (their API currently has limitations with the retrieval of Product prices, therefore it’s not available when using our Product Catalog feature).
- Socket Quotes will be posted to Kaseya BMS as Opportunities and Service Quotations. Each revision in Socket will retain the same Opportunity with a unique Service Quotation.
- Our Person Search feature can search for contacts in Kaseya BMS when a Quote is created.
Our quoting software also integrates with several other popular third-party apps, including other PSAs. You can read more about our other supported integrations here.