Overview

As a Managed Service Provider (MSP), you likely manage cloud integrations within your tenant, where you configure and maintain connections to cloud providers on behalf of your customers. In this setup, referred to as Integrated Billing, your customers may be linked to specific projects, accounts, or subscriptions under your MSP Parent Tenant. To effectively manage and track cloud usage for each individual customer, it's essential to separate or split these integrations.

With Ternary’s MSP Bill Splitting functionality, you can easily separate billing data for each end customer. This self-service feature allows you to efficiently allocate and manage cloud usage, ensuring accurate billing and reporting for your customers.

Permissions required

To access and use this feature, you must have the Partner Admin role.

Note: If you're unsure who your Partner Admin is, please contact your Customer Success Manager for assistance or open a Ternary Support Request.

How it works

Step 1: Access the Bill Splitting functionality

In the left-hand navigation, go to MSP Customer Management.
Find and select the customer for whom you want to create shared integrations.
Click the ellipsis menu (three dots) next to the customer.
Select Manage Tenant from the dropdown menu.

Step 2a: Create integrations

Once you're on the Manage Tenant page, you'll be able to view any shared integrations that have already been created. If you're new to using the Bill Splitting mechanism or have recently partnered with Ternary, follow these steps to create your integration(s):

Click the Create Integrations button to begin.

Step 2b: Add subaccounts

On the Add Subaccounts page, you'll see all integrations available to you as the MSP. Keep in mind:

Integrations configured directly within the end customer tenant and not part of a shared subaccount will only appear in that specific tenant.
Subaccounts with a Name will display the name in the row. If no name is assigned, the Account, Project, or Subscription ID will be shown instead.

You can:

Search for a subaccount by Name or ID.
Filter by Integration and Provider to narrow down your options.

To select a subaccount, simply click the checkbox. Your selection will turn blue once it's selected.

Step 2c: Review and submit subaccounts

Before submitting, carefully review the subaccounts you have selected.

Click Submit to create integrations in Ternary.

Once you click Submit, you will be redirected back to the Manage Tenants page. Here, you can:

View the status of your integrations.
See the last refresh date for each integration.

Note: If this tenant had any shared integrations created previously, they will also appear on this page.

Step 3: Create or Update Integrations

In this step, you can either Create Integrations or Update Integrations:

Create Integrations: This will take you back to Step 2b to create new integrations.
Update Integrations: This will take you to a workflow similar to Step 2c, where you can manage existing integrations.

Step 3a: Update Integrations

In the Update workflow, you’ll see all integrations associated with the current customer tenant. Here you can:

Select or deselect subaccounts as needed.

Important notes:

If no subaccounts are selected, the Submit button will be disabled. At least one subaccount must be selected to proceed.
To delete an integration entirely, go to the child tenant and remove the cloud integration from the Clouds tab within the Admin section.
If a subaccount is linked to a different customer tenant, you can click View Tenant Subaccounts to be redirected to the associated tenant.

Step 3b: Review and submit

Click Review to review your selections, similar to Step 2c.
Once you're satisfied with your choices, click Submit to finalize the process.

Note: You should begin seeing data in your customer tenants within one business day. If data is not populated by then, please open a support ticket for assistance.