Integrations

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Overview

The Integrations module enables you to connect MSPortal.ai with your existing tools and platforms. Integrate with PSA systems, Microsoft 365, and other services to create a unified management experience.

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Key Features

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PSA Integrations

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ConnectWise Manage

Full bi-directional integration:

• Company Sync: Synchronize client companies
• Ticket Integration: Create and update tickets
• Opportunity Management: Track sales opportunities
• Time Entry: Sync time tracking
• Contact Sync: Maintain contact records

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Setup Process

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Halo PSA

Complete integration features:

• Ticket Management: Full ticket lifecycle
• Asset Synchronization: Device and asset data
• Customer Sync: Client information
• Opportunity Tracking: Sales pipeline
• Billing Integration: Invoice data

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Configuration

Similar setup to ConnectWise:

1. API endpoint configuration
2. Authentication setup
3. Field mapping
4. Sync preferences
5. Testing and validation

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Microsoft 365 Integration

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Available Services

• Azure Active Directory: User and group sync
• Exchange Online: Calendar and email
• Security Center: Secure Score data
• Compliance Center: Compliance metrics
• SharePoint: Document management

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Setup Requirements

• Global Admin or equivalent permissions
• Appropriate M365 licenses
• API permissions grant
• Tenant configuration

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API Access

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REST API

Programmatic access to MSPortal.ai:

• Authentication: Bearer token authentication
• Endpoints: RESTful endpoints for all modules
• Rate Limiting: Configurable rate limits
• Versioning: API version management

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API Features

• CRUD operations on all resources
• Bulk operations support
• Webhook subscriptions
• Real-time updates
• Comprehensive documentation

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Authentication

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Webhook Configuration

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Event Types

Subscribe to events:

• Compliance Events: Run completions, issue creation
• Survey Events: Response received, survey completed
• Goal Events: Goal created, status changed
• Ticket Events: Ticket updates, status changes
• Device Events: Warranty expiration, refresh due

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Webhook Setup

1. Define endpoint URL
2. Select event types
3. Configure retry policy
4. Set security headers
5. Test webhook delivery

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Integration Settings

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Sync Configuration

Control data synchronization:

• Sync frequency (real-time, scheduled)
• Field mappings
• Conflict resolution
• Error handling
• Retry policies

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Data Mapping

Map fields between systems:

• Company fields
• Contact properties
• Ticket statuses
• Priority levels
• Custom fields

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Monitoring

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Integration Health

Monitor integration status:

• Connection status
• Last sync time
• Error counts
• Queue depth
• Performance metrics

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Sync Logs

Detailed logging of:

• Sync operations
• Data changes
• Errors and warnings
• Performance data
• Audit trail

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Troubleshooting

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Common Issues

• Authentication Failures: Verify credentials and permissions
• Sync Delays: Check network and rate limits
• Field Mapping Errors: Review field configurations
• Data Conflicts: Check conflict resolution settings

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Diagnostic Tools

• Connection tester
• Sync preview
• Log analyzer
• Performance monitor
• Error reports

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Security

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Data Protection

• Encrypted connections (TLS)
• Secure credential storage
• API key rotation
• IP whitelisting
• Audit logging

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Access Control

• Role-based permissions
• Scope limitations
• API rate limiting
• Session management
• Multi-factor authentication

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Custom Integrations

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Development Options

Build custom integrations:

• REST API client libraries
• Webhook receivers
• Custom connectors
• Middleware solutions
• ETL pipelines

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Integration Patterns

• Real-time Sync: Immediate data updates
• Batch Processing: Scheduled bulk operations
• Event-Driven: Webhook-based triggers
• Polling: Regular status checks
• Hybrid: Combined approaches

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Best Practices

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Permissions

Integration permissions:

• manage_integrations - Configure integrations
• view_integration_logs - Access sync logs
• manage_api_keys - Create and manage API keys
• configure_webhooks - Set up webhooks

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Related Modules

• Settings - Integration configuration
• Ticketing - PSA ticket sync
• Microsoft 365 - M365 services
• Companies - Company synchronization