Prepare for a switch
Keep useful Kaseya BMS history available while teams learn a replacement system.
MSP PSA · Vendor guide hub
Kaseya BMS export, import and migration guides
Explore native tools for moving Kaseya BMS records, preparing a usable archive and recovering deleted information.
Kaseya BMS is distinct from Autotask PSA and Kaseya VSA.
Choose a native Kaseya BMS workflow
Work through an outage
Look up a previously captured ticket, customer, or billing record while the source is unavailable.
Review an absent record
Open the last captured version of a record after it no longer appears in a later successful backup.
Records to assess
Kaseya BMS business-record context
- Tickets and notes
- Accounts and contacts
- Contracts and time entries
- Invoices and finance records
BMS V2 is the current REST direction, but Kaseya states some V1 endpoints remain necessary until V2 parity is complete.
Backup preparation
- Create regional BMS API credentials using least privilege.
- Add the tenant, region, or subdomain details described in the credential guide.
- Validate the connection and choose supported record groups.
- Run a manual backup, then review collection results before relying on the snapshot.
Plan the full data lifecycle
Choose a native export method, check the destination importer, and validate a sample before cutover. Preserve readable source history for later client questions.
Invitation only
Keep Kaseya BMS history within reach
BackupPSA is invitation only. Join the waitlist and we’ll contact you about your invitation.