PSA Data Export guide
Create Kaseya BMS API credentials for backup
Set up least-privilege Kaseya BMS read access using regional BMS API credentials, with tenant and regional details checked before backup.
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Before you create credentials
Sign in as an administrator authorized to create integrations. Decide who owns rotation and revocation. Confirm the account plan exposes the modules you need and use a dedicated integration identity rather than a person's everyday login.
Create the Kaseya BMS credential
Use the BMS API server for the tenant region and a dedicated least-privilege user; validate which needed resources remain V1-only. The current native model is regional BMS API credentials. Follow the Kaseya BMS official documentation in the live tenant because labels, available scopes, and regional hosts can change.
Choose read access
Request read access only for tickets and notes, accounts and contacts, contracts and time entries, and invoices and finance records. Do not grant create, update, or delete permissions when the vendor offers separate scopes. Some products attach visibility to the underlying user role even when a token itself exists.
Record connection details safely
Keep the credential secret together with the tenant identifier, subdomain or base URL, region/data center, expiration date, and granted scopes. Do not paste secrets into tickets, screenshots, source control, browser localStorage, or this marketing site.
Validate the connection
Call a harmless documented read endpoint, confirm the expected tenant, then list a small sample from each selected record group. Record permission failures and unavailable modules. Start with regional V2 Swagger, then document any required V1-only resources because Kaseya states V2 is not yet complete for every V1 endpoint.
Rotate or revoke access
Create the replacement first, validate it, update the consuming application through its secret store, then revoke the prior credential. Recheck scheduled captures after a role, license, region, or owner changes.
Plan your independent PSA archive
Keep source history available after your move. Join the waitlist for invitation-only BackupPSA access, or contact us about your platform.