ITCloud doesn't have a live connection yet, so you upload its monthly billing export. It takes a minute each month.
Export the bill from ITCloud
Section titled “Export the bill from ITCloud”- Sign in to the ITCloud portal.
- Open your billing or invoice details for the month.
- Export it as a CSV file. Keep the column headings as they are.
Upload it to Sinculate
Section titled “Upload it to Sinculate”- In Sinculate, go to Imports and choose ITCloud bill.
- Select the CSV file and the billing month.
- Check the preview. Sinculate shows the customers, products and seat counts it read.
- Select Import.
After the import
Section titled “After the import”Sinculate matches each ITCloud customer to a Syncro customer and each product to a Syncro item. The first time, it asks you to confirm the matches. After that it remembers them. See Map products to PSA items.