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Barracuda ECHOplatform

Task 1. Setting up Content Shield and Essentials Services Billing in ECHOplatform

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To set up Content Shield and Essentials Services billing, perform the following steps.

  1. In the Portal, at the ConnectWise Integration page, click the Billing tab.

    image2022-1-10 12:55:38.png
    The Billing page is displayed.

    image2022-1-10 12:56:28.png
  2. Click the Set Up Billing button.

    image2022-1-10 12:58:35.png
    The ConnectWise Billing page is displayed.
  3. Click Add Billing Mapping.
    The available services are displayed.

    image2022-1-10 12:59:34.png
  4. Select Essentials Service or Content Shield Plus Services.
    The billing fields are displayed.

    image2022-1-10 13:0:28.png
  5. Select the Services drop-down arrow and then select the option you want to map.
  6. At the Level field, enter a Level for each service being mapped.
    Requirement
    : The level name must match a level set up in your Managed Devices Integration setup table Cross-References and is case sensitive. See Creating Cross-references in ConnectWise.
  7. Click the Save button.
    Your new billing plan is displayed under the Billing tab.

 

 

 

 

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