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Use Import from Integrations to turn products your connected PSA or other integrations have already synced into MSPortal into budget catalog products. You can create a new product or link the source to a product you already have. This guide is for MSP staff with budget write access. Company users cannot read the integration product list. They should ask their MSP to import or link products for them, even if the button is visible. This does not place an order or change a product in the provider. The list only holds products your integration has synced. Connecting an integration does not guarantee there are products to import.

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Before you start

  • You need the write_budgets or manage_budgets permission and an MSP staff account.
  • An integration with a finished product sync.
  • The list covers the whole MSP. Selecting a company in the top bar does not filter it.

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Create new catalog products

1

Open the import

Click Budgets, then Budgets Menu, then Products. Click Import from Integrations. The Import Products from Integrations dialog opens.
2

Find the source products

Type in Search products… to match names, SKUs and categories. Click Show Unimported Only to hide products already linked to a budget product. The button changes to Show All. The dialog loads 50 products per page.
3

Tick the products

Tick each product to import. The header box selects every unimported row on the current page. Work one page at a time, and keep the same search and filter until you finish. Rows that are already imported are disabled and show their linked product.
4

Keep Create New

A ticked row shows Create New in the Linked Product column. Keep it to make a separate catalog product.
5

Import

Click Import Selected (N). A message such as Successfully imported 3 products. appears. The products are saved at once.
6

Check the new products

Open the Products page and check the price, category and recurrence before you use a product in a budget. A source with no price makes a zero-price product.
The table shows Name, SKU, Category, Price and Linked Product. A dash in Price means the price is missing or zero. New products take the source name, SKU, category, vendor, price, group and company where the source has them. The recurrence comes from the synced billing period. A semiannual period becomes Custom every 6 months. A source with no clear period becomes Monthly if it is flagged as recurring, and One-time if not. A source setup price and unit are kept with the product. Check the result instead of assuming the provider data is complete.
1

Tick the source row

Tick an unimported source product.
2

Open the link list

Click Create New in that row’s Linked Product column.
3

Pick the existing product

Search and pick the budget product. Only products without an integration link are listed.
4

Import

Click Import Selected (N). Then reopen the dialog with Show All to see the link.
Linking attaches the source reference to your product. It does not copy the provider’s name, price, category or recurrence onto it. Edit the product yourself if those need to change. See Create and edit budget products. Pick each existing product for only one source row in a batch.

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Selection limits

Import one loaded page at a time. If you change the page, the search or Show Unimported Only, the button count can still include earlier ticks. To start clean, click Cancel, reopen the dialog and tick the products again.
The header checkbox selects the unimported rows on the current page only. Cancel closes the dialog and clears the ticks. An error can happen after some links are already saved. Reopen the dialog and see which products are now linked before you retry. There is no way to unlink a product in this dialog.

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Troubleshooting

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Frequently asked questions

No. The picker reads the MSP’s whole integration catalog. Check each product’s company before you import.
Create New makes a new catalog product from the source. Linking attaches the source to a product you already have and leaves its fields alone.
No. Edit the product separately.
No. Import one page at a time.
No. It only creates or links MSPortal catalog records.