Skip to content
English
Customer portal
Go to MySonicWall.com
  • There are no suggestions because the search field is empty.

Quick Start Guide - SonicWall Billing Reconciliation

Everything you need to know to set up the SonicWall billing reconciliation integration

The billing tool enables you to see your PSA recurring agreements and your SonicWall usage side by side.  This enables you to quickly and accurately view, manage, and approve your usage each month.   

Step 1:  PSA Integration Setup 

  • Select your PSA to begin.

Step 2: Connect your PSA API

  • Once you have chosen your PSA from the previous step, a set of API connection requirements will be displayed on the screen for you to follow.  
  • Gather the required API key and enter the details in the API Authentication section. 
  • Press Save and Test to validate that the keys are set correctly, and proceed to the next page. 
  • When you press continue, you will see a notification that your sync is being processed.  It only takes a few minutes to bring in all of your data.  
  • Once complete, you can press next. 

Step 3: Product Integration Setup 

  • You will be redirected to the Authentication page. After pressing the Authenticate button your account and service data will be cleared and you can hit Next to move on to mapping.

Step 4: Map your accounts 

For a detailed guide on account and service mapping, see here: Account and Service Mapping.

  • If your account names are the same in both your PSA and SonicWall, then we will automatically map them for you.  

  • The first page you will see here is your Accounts Mapping page. Here, we list every account that we have synced over from one of your vendors. The columns are ordered as such:

    1. The account name in that Vendor(SonicWall) in the first column
    2. That accounts mapping status in the second column
    3. Which PSA account the Vendor account is mapped to in the third column

    On this page, you can change the mapping for any Account from any integration, just by selecting the drop-downs available in the Vendor and PSA columns.

We require 1 account to be mapped to proceed. You do not have to map all accounts at this time; you can revisit this at any time by going to your settings and opening the setup.  

  • Once you are finished mapping the accounts, you can proceed by pressing the next button.

Step 5: Map your Services

  • It works exactly like the Accounts page, with the exception that in the Services page, we will display multi-mapped services. For a full list of all PSA services that may be mapped to a Vendor service, simply select the drop-down with the PSA services in it. The columns are ordered as such:

    1. The service name in that Vendor(SonicWall) in the first column
    2. That service mapping status in the second column
    3. Which PSA service the Vendor service is mapped to in the third column
  • You can map more than one service from your PSA to a single service in SonicWall.  Selecting the dropdown window of a given PSA mapping will expand the dropdown to display all PSA services mapped to that lines Vendor service.
  • Once you are finished mapping the services, you can proceed by pressing the next button to finish your setup. 

We require 1 service to be mapped to proceed. You do not have to map all services this time; you can revisit this at any time by going to your settings and opening the setup. 

Step 6: Finish your setup 

  • The finish setup page gives you an overview of the services you have mapped.   If everything looks correct, you can press the finish button to complete the setup.  
    • If one of the mappings appears incorrect, you can press the back button to revisit the previous steps and make any necessary changes before finishing. 
    • When you press finish, a pop will appear to notify you that the data is syncing.  This can take a few minutes to complete.  Once it is complete, you will be ready to begin reconciling! 

Top