BillingReconcileData Explorer
Service Management
Service Management is where you connect PSA-side services, agreements, or billing items to the usage being pulled from your integrations. This is how BillingReconcile knows which systems should be compared against which billable services.
What mapping rules do
Mapping rules define how a PSA billing item should be associated with integration-side data such as devices, seats, licenses, backups, or other measurable usage.
The exact rule options can vary by integration because different vendors expose different fields and usage models.
Start with presets
Each integration can include preset rules for common billing patterns. Presets are the fastest way to get started because they reflect frequent real-world use cases and reduce the amount of custom configuration needed.
For many teams, presets cover a meaningful portion of service mapping right away, especially during initial setup.
Use custom rules when needed
When your billing model is more specific, you can create custom rules based on the fields available from the connected integration.
These rules can be as simple or as granular as your workflow requires, but the goal should stay the same: make sure the correct PSA service is being compared to the correct usage source.
A practical way to think about it
A good mental model is that Service Management answers the question, “What exactly should this billable PSA item be counted against?”
Once that relationship is clear, BillingReconcile can calculate discrepancies much more accurately and explain them more clearly in Billing & Invoices.
Recommended workflow
- Review presets for the integration first.
- Apply or adjust rules that match your billing model.
- Use custom rules only where presets do not fully fit.
- Review results in Billing & Invoices and refine rules as needed.
Keep it simple
Onboarding is where most organizations learn how to structure service mapping in detail. This page is intended as a reference after that walkthrough, not a replacement for the guided setup process.
Learn about Billing & Invoices