Start with the source and company mapping
Provider integrations bring supported data into MSPortal. Which records arrive depends on the connection, provider permissions, selected scope, synchronization and company mappings. A saved connection or a successful test is not proof that the latest data has arrived. Native records, such as a goal or Planner item, can also be created directly in MSPortal. They do not require every provider to be connected.Move from evidence to a plan
Saving a source record, linking a record and copying values into another record are different operations. For example, a later template edit does not automatically prove that existing applied Planner items changed. Check the relevant guide before expecting an automatic refresh or cascade.
Keep operational work distinct
PSA tickets and projects can be viewed and reported on without becoming Planner items. Planner supports client roadmapping; it does not turn every operational ticket into planned work. Creating a Planner item or entering an estimate does not by itself issue a quote, approve expenditure or create a PSA project.Understand provider actions
Opening a synchronized record is different from an action that creates or updates something in the provider. Treat actions such as creating a ticket or project, changing a provider field or requesting a sync according to that provider’s guide and the action shown. Do not assume all integrations support the same writeback, that device fields always update the PSA, or that completing an onboarding task always creates a provider project. Check the configured workflow and verify its result before relying on the external record.Check freshness before presenting
- Confirm the correct company and provider instance.
- Check source timestamps and the latest synchronization result where available.
- Review record links, report filters and the selected date range.
- Inspect the rendered report or meeting view. Empty data, a missing mapping and a healthy result are different states.
- Verify audience visibility before sharing. An MSP preview does not prove the Company audience sees the same result.
Frequently asked questions
Does every finding automatically create a Planner item?
Does every finding automatically create a Planner item?
No. Review the finding and use the supported creation or linking workflow. The data-flow guide describes possible relationships, not an automatic pipeline.
Does a Planner estimate create a quote or approve spending?
Does a Planner estimate create a quote or approve spending?
No. Quoting, budget approval and provider project creation are separate workflows with their own actions and permissions.
Why can a report show older information than the provider?
Why can a report show older information than the provider?
Check the latest successful synchronization, company mapping, report period and filters. Opening the report does not guarantee a fresh provider request.
Does every integration write changes back to its source?
Does every integration write changes back to its source?
No. Writeback is provider- and action-specific. Consult the provider guide and verify the external result before relying on it.