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Common FAQs on the ITGlue BMS deep integrations. - Connect IT Community | Kaseya
<main> <article class="userContent"> <div>1. <a href="https://kaseya.vanillacommunities.com/kb/articles/aliases/kaseya/hc/en-gb/articles/360027332052" rel="noopener nofollow">How to set up ITGlue/BMS integration?</a> </div> <div> </div> <div>2. How do I disconnect or use a different login for my ITGlue integration with BMS?</div> <div> </div> <div>Navigate to Home > Settings > My Profile >Integrations > Disconnect.</div> <div>Steps detailed <a href="https://kaseya.vanillacommunities.com/kb/articles/aliases/kaseya/hc/en-gb/articles/360027616231" rel="noopener nofollow">here</a> </div> <div> </div> <div>3. Does this integration give access to all the data present in BMS and ITGlue?</div> <div> </div> <div>The data to be accessed is dependant on the user roles and permission set up in ITGlue.</div> <div>Refer : <a rel="nofollow" href="/home/leaving?allowTrusted=1&target=https%3A%2F%2Fkb.itglue.com%2Fhc%2Fen-us%2Farticles%2F213292437-About-roles-and-permissions">https://kb.itglue.com/hc/en-us/articles/213292437-About-roles-and-permissions</a> </div> <div> </div> <div>4. <a href="https://kaseya.vanillacommunities.com/kb/articles/aliases/kaseya/hc/en-gb/articles/360027337772" rel="noopener nofollow">What modules will have the availability of the ITGlue side panel?</a> </div> <div></div> <div>5. What is the functionality of View in ITGlue?</div> <div> </div> <div> <img src="https://us.v-cdn.net/6032361/uploads/migrated/GBEWPMCI0D63/1s9v-p-jduwfmgizhuyrxdmrrqobpk0bhbwpbamf2gt1hg7tf9ug8nlpe5ukz97nr-mybtz1qkewypwlmi-mz-fdrsdrpt6bosos35owlu2ira2jsxs7swskfonpkbhahcbeqdlr." width="130" height="47" alt="image" class="embedImage-img importedEmbed-img"></img></div> <div> </div> <div>The View in ITglue button is available on all the tabs of this integration and it allows you to open ITglue for a specific record in a separate tab and also to drill down any particular content.</div> <div> </div> <div>6. What are the data/tabs available from ITglue with this integration?</div> <div> </div> <div>The below tabs from ITglue are synced in real-time and are visible on BMS UI.</div> <div>Configuration, Organization, Contact, Location. This is detailed <a href="https://kaseya.vanillacommunities.com/kb/articles/aliases/kaseya/hc/en-gb/articles/360027338292" rel="noopener nofollow">here</a>.</div> <div>The tabs are dynamic in nature. The related information from ITGlue is dependant on what module you are currently on.</div> <div> </div> <div>7. <a href="https://kaseya.vanillacommunities.com/kb/articles/aliases/kaseya/hc/en-gb/articles/360027340012" rel="noopener nofollow">How can my technician make use of this integration?</a> </div> <div> </div> <div>8. <a href="https://kaseya.vanillacommunities.com/kb/articles/aliases/kaseya/hc/en-gb/articles/360027622771" rel="noopener nofollow">Why am I unable to see any entries in contacts for an asset in the ITglue side panel?</a> </div> <div> </div> <div>9. How does asset sync work with new assets?</div> <div> </div> <div>ITGlue runs a background job every few minutes. When a new asset is added from BMS, it should take a few minutes to show up in ITGlue.</div> <div>If the asset is created in VSA, it will be first pushed to BMS and then to ITGlue.</div> <div>In case of deletion of an asset, the records will be retained, but assets will be deactivated.</div> <div> </div> <div>10. What is the account access needed to setup ITGlue integration?</div> <div> </div> <div>The API credentials should be of a BMS Admin user or the user should have the enable API feature enabled.</div> <div> <div><img src="https://us.v-cdn.net/6032361/uploads/migrated/HO06Z926Y7OO/0scya0nfhpckwqrmbuwp4alepipmeznoznfhj3qmwvinusypzlav7vp1ukgwg9gad4imqx-sactl6brfepr90s-n9zbcw5r8yu4-bwlomtralgtyrruccxl-ovkigqgmeluu8eoe." width="624" height="147" alt="image" class="embedImage-img importedEmbed-img"></img></div> </div> <div> </div> <div>11. Can I download attachments present ITglue using this integration?</div> <div> </div> <div>Yes, You can click on the attachment and hit download from the BMS UI screen itself.</div> <div>Steps detailed <a href="https://kaseya.vanillacommunities.com/kb/articles/aliases/kaseya/hc/en-gb/articles/360027338292" rel="noopener nofollow">here </a>.</div> <div> </div> <div>12. Is the ITGlue button available on mobile view screens?</div> <div> </div> <div> No, ITGlue button is disabled on any screen that has a size less than 1024px.</div> <div> </div> <div>13. Do I have the ability to resize the ITGlue window?</div> <div>Yes, A slider is present to allow resizing of the ITGlue window in the BMS app.</div> <div> </div> <div><img src="https://us.v-cdn.net/6032361/uploads/migrated/6WKSSIBRDRU2/1h0hvoermthjy1qdglzvkovol4myez4wjfrks6artkj1n13xrbunwe6qrrcnvtviucmgkg-4mqlijdopz8eqpetronmrv1tnbfucbioj020h65oemyk0rfo4smrsso6a-uu2mbwm." width="182" height="97" alt="image" class="embedImage-img importedEmbed-img"></img></div> <div> </div> <div>14. Can any of my techs disconnect and connect to ITGlue?</div> <div> </div> <div>To do this, they should have access to tickets in BMS and also a valid ITGlue account.</div> <div> </div> </article> </main>