Synchronize Billing Report Data

Synchronizing data from the MLB and SMB customer platforms allows for more accurate billing counts. Synchronizing discover bundles, devices and users that were created, modified or deleted directly on customer platforms.

There are two ways to synchronize billing report data; as part of the scheduled billing report generation or on-demand from the Billing page. The date of the last completed data synchronization is displayed on the Billing page. All billing reports generated, on-demand or scheduled, use the data from the last completed synchronization.

Data synchronization is performed in the background and is expected to take a long time if there are a lot of customers to collect data from. The "Tasks" in progress icon at the top of the page indicates when the synchronization is complete.

Each time data is synchronized a sync report is generated. This report states the time it took to perform the sync and lists any customers that Management Portal could not synchronize because the sync could not communicate with their platforms to collect data.

Bundles that are discovered as part of the data synchronization are displayed on the Billing page in the Bundle Summary tab. Discovered bundles are labeled "Discovered Bundle XXXX", with XXXX being a number starting from 0001. Discovered bundles group together the following 4 features to represent a bundle:

  • UCC Bundle

  • Feature Profile

  • MiTeam setting

  • Voicemail

Bundles, devices and users discovered as part of the sync are used in the billing reports and are included in the discovered counts on the Edit Licensing page.

On-demand synchronization

To synchronize billing report data:

  1. Click Customers > Billing.

  2. Click the Synchronize Now button

Note

If there is no Synchronize Now button, you may see "Synchronization in progress..." instead because there is a sync in progress and only one can run at a time.