BMS Integration

The integration with BMS allows you to create tickets in your Professional Services Administration tool.

Please note: Our integration requires a user Exempt from MFA. We recommend the use of a BMS Dedicated API Integration Account


Setting up the PSA Integration with BMS

Login to myITprocess and go to your account (avatar) menu, select Organization settings,  click the Integrations tab, and click Add connection:

Select BMS and then click the Next button:

Provide the following information:

Domain name Select the appropriate Server URL
Username Your BMS username for your account
Password Enter your BMS account password
Company The company name as it appears from your BMS account

BMS_PSA_Credentials.jpg

After you enter your information click the Connect button and then begin mapping your clients in myITprocess (left column) to those in your BMS account (right column).

BMS_PSA_Mapping_Clients.jpg

Note: When adding a new client, you can associate them with your BMS client at that time. 

Tickets can be created in one of two ways. First, you can create tickets for the review in its entirety. This is a method used to track the total time a review was open.

Ticket_FullReview.png

Next, you can create a ticket for individual questions from within the review. These tickets can be sent to a dedicated board with the benefit of someone in centralized services or the support desk remediating that issue.

Ticket_IndividualQuestion.png

Please note: When creating a ticket from an alignment question, the summary field for that new ticket defaults to the question text. Also, BMS limits the character count to 100.

 

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