NMS–CRM Linking

Purpose: Link NMS parent sites to CRM client services so network and billing data are unified.

Overview

UISP NMS (network monitoring) and CRM (billing) are separate systems. After customer activation, the NMS site must be manually linked to the CRM service so Alfred and staff can see both billing and network data in one place.

Linking Procedure

1. Log into UISP CRM at https://satlinkgy.uisp.com
2. Navigate to the client in CRM
3. Open the client's active service
4. Click "Linked Site" (or equivalent) in the service details
5. Search for and select the corresponding NMS site

API Linking

# Link NMS site to CRM client
PATCH /crm/api/v1.0/clients/{clientId}
Body: {"unmsClientSiteId": "<nms_site_id>"}

Note: The tags field is READ-ONLY in API v4.5.33. Tags can be created but not assigned to clients via API. Use UI for tag assignment.

NMS Site Hierarchy

Client sites link via unmsClientSiteId. The NMS parent site hierarchy is authoritative for geographic classification.

Verification

After linking, verify in the CRM client view that:

• NMS device shows under the service
• Signal and speed metrics are visible
• Service status matches NMS device status