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Visit the Integrations page in the MSPbots Help Center for instructions on how to connect your software to MSPbots.   

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Install the N-able Benchmarking package

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  1. Log in to the MSPbots app and go to Marketplace > Apps. 
  2. Locate and click on the N-able Benchmarking package to install it. 

  N-able banchmarking

Step

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2 - Set up your Accounting Mapping using the N-able template

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Note

Your accounting software must be fully integrated with MSPbots before you can successfully set up Accounting Mapping. 

  1. On the MSPbots app, click Settings > Accounting Mapping. 
  2. On the Accounting Mapping tab, go to the Accounting Dashboard section.
  3. Select your Accounting Software integration, e.g. Quickbooks Online,and click the Profit & Loss Statement option.
  4. Go to the Map to section, and select N-able Benchmark from the templates.
  5. Next, categorize by dragging and dropping the accounts from the left to the correct mapping on the right.
     
  6. Click the Save button to save the mapping.


Step

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3 - Configure your N-able Benchmark categories

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Note

A successful installation of the N-able Benchmarking Package is required for the following procedure. 

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Form NameDescription Section/Categories FieldsSteps

N-able Client Info and Demographics Form

This is where you input your company details, demographics, and accounting period setup.

  • Client Info
  • Demographics
  • Accounting Period

Click on the image for a bigger view.

1.  Update the following:

  • Company - Input company name
  • Address - Input your company address.
  • Owner/CEO/Contract - Select from the drop-down list of names.
  • Geography - Indicate the geography where you primarily operate.
  • Primary Market - Select the type of primary market in which you operate
  • Currency - Select the currency to which your answers are entered.
  • Accounting Period - Select your accounting period. 
  • Fiscal Month Start - Select the start of your company's fiscal month.

2.  Click Submit.






N-able Benchmark Configuration Form

This is where you configure categories.

Include or exclude the lists of filters for each category type.

  • Managed Services



Click on the image for a bigger view.

1.  Select the filter types for the following:

  • Agreement Type / Contract Category - Agreement types for ConnectWise and Contracts for Autotask.
  • Company Type 
  • Company Classification 

2.  Select either Include List or Exclude List for each field. 


Note
  • To select ALL filter types, empty the field and select the Exclude list radio button.
  • To filter specific types, check only the needed filter/s and click the Include List radio button.
  • If you want to exclude specific filter types, check the filter/s for exclusion and click Exclude List radio button.
  • Selecting the Include List radio button and deleting the filters will result in no value (NULL).


  • Managed Services Reactive Work

Click on the image for a bigger view.

 3. Select the filter types for the following: 

  • Board/Queue - Select Board types for Connectwise and Queues for Autotasks
  • Work Type 
  • Team Members  
  • Ticket Source 

4. For each field select either Include List or Exclude List. (See note on Step 2.)    





  • Managed Services RMM Work



Click on the image for a bigger view.


  • Managed Services Proactive Work


Click on the image for a bigger view.

  • Managed Services Automation Tickets


Click on the image for a bigger view.

  • Professional Services


Click on the image for a bigger view.

5.  Select the filter types for the following: 

  • Agreement Type/ Contract Category
  • Work Type
  • Team Members
  • Ticket Source

6.  For each field select either Include List or Exclude List. (See note in Step 2.)    


  • Excluded Client on Top 3


Click on the image for a bigger view.

7.   Select the customer/s you want to exclude from the Top 3 Clients results.


8.  Click Submit.







N-able Configuration Supplementary Form

  • This is where to add the Managed Services:  Product Additions/ Services
  • Product Addition or Services


Click on the image for a bigger view.


Note

When submitting the N-able Benchmark Configuration form, the Agreement Types/Contract will be the basis for the type of additions and filtering results.

1.  Select the following filters:

  • Users
  • Devices

2.  Click Submit

Step

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4 - Update your N-able Headcount

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Note

A successful installation of the N-able Benchmarking Package is required for the following procedure. 

  1. Open the N-able Benchmarking app.
  2. Go to Settings menu and click N-able Benchmark - Headcount Input.
  3. To add a new member, click + Add.

  4. Next, click the drop-down field for members and select the specific user.  The member list drop-down is based on your AAD user

    lists

    list.
    Image Modified

    Note

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  1. If a member's name is not

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  1. available in the drop-down list

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  1. , your admin needs to add

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  1. the member to your company's AAD list. To add the to User Management, go to the top of the N-able Headcount form

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  1. and click on the Click here link. 

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  1. Image Added

    Your AD modification will be applied after 10 minutes when MSPbots performs a sync.


  1. For each column,

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  1. input your member % Labor FTE Count per Qs resources

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  1. . This includes the allocation for IT Managed Services, IT Professional Services, Sales and Marketing, Management, All other costs, and Resources No Included

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  1. . 
    Image Modified
    The percentage allocation should be in decimal values.

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  2. Click Submit.


Step

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5 - Review the Previous Quarter's Results

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Prerequisites: 

Completed the following:

  • Accounting Mapping setup 
  • N-able Configuration setup 
  • N-able Headcount input
Note

The following is required for the next procedure: 



1.  Open the N-able Benchmarking app

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Dashboard Description

N-able Benchmarking - Financial Dashboard

A dashboard displaying the account categories (Qs) amount by monthly and quarter in a given year.


           

           


Step

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6 - Input your Q values for Benchmarking

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Prerequisites: 

Completed the following:

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