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N-able Benchmarking Process Flow

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How to

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sync your

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software/s to MSPBots

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Visit the following wiki Link:   https://wiki.mspbots.ai/display/MKB/Integrations

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3. Search N-able Benchmarking package. Then, click and install. 


How to setup your Accounting Mapping using the N-able template

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Pre: Accounting software already integrated with MSPBots

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6.  To save, click Save button.


How to configure your N-able benchmark

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Pre: Installed N-able Benchmarking Package

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3.  Under My Application page, Search N-able Benchmarking

4. Click to open.

5.   Hover to Settings menu. Then, click N-able Benchmarking Client Info and Configuration Form

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        (Click image to view complete form) 

       

N-Able Client and Benchmark Configuration Form

Description: The dashboard contains form to set up the N-Able configuration for Client benchmark input reference. 

Steps 
No
Form NameDescription 
Section 
Section/Categories FieldsSteps
1

N-able Client Info and Demographics Form:

  • This is where you input your company details, demographics and accounting period setup.
  • Client Info Fields
  • Demographics
  • Accounting period

Image Modified



1.  Update the ff:

  • Company - input company name
  • Address - Input your company address
  • Owner/CEO/Contract - input name of CEO, Owner or point of Contact
  • Geography - In what geography do you primarily operate?
  • Primary Market - Describe the primary market which you operate
  • Currency - Please select the currency to which your answers are entered
  • Accounting Period - select your accounting period either calendar/fiscal
  • Fiscal Month Start - select your fiscal month start


2.  Click Submit.

2

N-able Benchmark Configuration Form

  • This is where you configure your filter lists based on  categories 
  • Managed Services
  • Managed Services Reactive Work
  • Managed Services RMM Work
  • Managed Services Proactive Work
  • Managed Services Automation Tickets
  • Professional Services
    • Exluded

    Image Added


    Note
    titleTo select all filters by default, empty the field and select the exclude list radio box.


     Select the

    Agreement Type / Contract Category -

    Company Type -

    Company Classification - 







    • Managed Services Reactive Work

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     Update

    Board/Queue - 

    Work Type

    Team Members - 

    Ticket Source - 


    • Managed Services RMM Work
    • Managed Services Proactive Work
    • Managed Services Automation Tickets

    Image Added

    1.  Update 

    Board/Queue - 

    Automation Bots

    Ticket Source - 


    • Professional Services

    Image Added

    Agreement Type/ Contract Category

    Work Type

    Team Members

    Ticket Source


    • Excluded Client on Top 3
    Image Removed

    Image Added

    Note
    titleTo select all filters by default, empty the field and select the exclude list radio box.

    Customer





    3

    N-able Configuration Supplementary Form

    • For Product or Service Addition
    • Product or Service Addition

    Image Added

    Users

    Devices






    How to 

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    N-able Benchmark Qs and Headcount Information

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