Integrating BullPhish ID with Autotask or BMS

Introduction

MSPs can choose to bill their BullPhish ID customers through Autotask or BMS. This feature is available when BullPhish ID is integrated with KaseyaOne.

Prerequisites

Billing criteria

BullPhish ID automatically collects the required billing criteria and sends it to the PSA through KaseyaOne on a daily basis. The criteria are based on the BullPhish ID subscription type purchased by the partner—either the Per Organization or Per User subscription. The specific billing criteria for each subscription type are explained below.

Per Organizations subscription

Billing metrics

With a Per Organizations subscription, charges are based on the following metrics:

  • Training & Awareness Module
  • Phishing Module

Billing details

The metric used to determine billing is whether a module is enabled or disabled for the organization.

  • Enabled: A flat fee is charged for the security package associated with the module.
  • Disabled: No fee is charged.

Important points

  • Flat fee: Billing is not per user (target) but per organization. When a module is enabled, the entire organization is billed a flat fee for that security package.
  • Module selection: You have the flexibility to set up billing based on either the Training & Awareness Module or the Phishing Module. If your partners use only one of these modules, you can configure billing for that specific module. Even if they use both modules, you can choose to set up billing for just one of them.
  • Billing scope: The metrics do not reflect the number of individual clients using the module. They only indicate whether the module is enabled for the organization.

NOTE  The metric names and values are not selected by the MSP. They are automatically generated by BullPhish ID and provided to Autotask or BMS.

Per Users subscription

Billing metrics

With a Per Users subscription, the charges are based on the number of active users (targets). This allows partners to generate invoices based on the actual number of users (targets) rather than charging a flat fee.

Billing details

The metric used to determine billing is whether a user (target) is active or inactive for the organization.

  • Active: A user fee is charged for the security package associated with the module.
  • Inactive: No fee is charged.

Important points

  • User fee: Billing is per user (target) not per organization.
  • Billing scope: The metrics reflect the number of users (targets) using the module.

NOTE  The metric names and values are not selected by the MSP. They are automatically generated by BullPhish ID and provided to Autotask or BMS.

PSA resources

To integrate BullPhish ID customer billing with Autotask/BMS, the applicable organizations and services in Autotask/BMS must be mapped with those in BullPhish ID.

Autotask

Below is the Integrated Customer Billing Service Mapping page in Autotask. Instructions for integrating BullPhish ID customer billing with Autotask are in the article Integrated Customer Billing.

BMS

Below is the Add Service page in BMS. Instructions for integrating BullPhish ID customer billing with BMS are in the article BMS Finance | Integrated Customer Billing.

Revision Date
Created Per Organizations subscription and Per Users subscription sections (latter is new content). 4/17/25