Pre-implementation checklist

Key implementation reminders

This checklist will provide you with the most important information as you get ready for your self-guided deployment or first guided session through our expert consultants.

License confirmation

Confirm that you've received the license credentials and able to log into KaseyaOne and the product on this document. The licenses always go out to the person that completed the purchase. If you did not receive or need the licenses to be sent to someone else, please contact your Project Manager immediately.

Self-guided material

For this product, you will have access to the following self-guided onboarding:

• Getting started guide

• ConnectBooster RapidStart Implementation

• BNG Point-of-Sale RapidStart Implementation

• Kaseya University Essentials

Below are the guides for how to log in and use the Kaseya University and Self-Guided Onboarding:

• University Guide

Checklist ahead of self-guided

• Have accounting integration credentials ready for the call (QuickBooks Online setup, QuickBooks Web Connector setup, Setting up Xero integration, Sage Intacct setup guide, Microsoft Great Plains setup guide)

• Have a technical person on the call to set up integrations

• Make sure payment gateway is set up so API connection can be create