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Tell Launch Center which systems you use, then work through each connection. This page is for MSP staff managing Launch Center. Entering credentials also needs integration-management access.

Before you start

  • Know your PSA, your primary RMM, and any other tools you want in the launch, such as documentation, security, or backup.
  • Know who owns the credentials for each system.
  • Choosing a provider does not connect it. Credentials and consent come in the connection tasks.

Choose your systems

1

Choose your PSA

Open Connect your PSA in Launch steps and select your PSA’s logo card. A card shows Connected when your organization already has that integration. Setup guide on the card opens the provider’s instructions.
2

Connect it

Complete the connection tasks the step offers. Some providers set up inside Launch Center. Others show Open setup in Settings. An existing healthy connection can complete the step.
3

Choose your primary RMM

In Connect your RMM, select your primary RMM, or No RMM if you do not use one.
4

Work through clients and tickets

Complete Import or match your clients and Set up tickets.
5

Choose security and other tools

In Connect security tools and Connect other tools, tick every provider you use. You can select several. Each ticked card shows its connection status and an Open action.
6

Finish each connection

Open each chosen provider and complete its required setup.
The provider choices use the same logo cards across PSA, RMM, security and other tools. The first choice does not ask you to select a connection instance.

Connect other tools

Connect other tools groups providers under Productivity, Documentation, Distribution and quoting, Backup, Infrastructure, and Migration from other tools. On desktop, scroll inside the right-hand provider panel to reach every group. The step title and Back / Confirm and continue controls stay visible. On a phone, scroll the page to reach the remaining providers and controls. Migration from other tools contains CloudRadial for importing its service catalog. It is separate from productivity connections.
Launch Center provider panel with its fixed header and navigation controls.

Provider choices with the step title and navigation controls kept visible.

The provider panel scrolled to CloudRadial while the header and navigation remain visible.

CloudRadial in Migration from other tools.

Connect other tools on a phone with two-column provider choices.

Provider choices flow down the page on a phone.

Make an explicit choice on optional tools

Connect security tools and Connect other tools stay To do until you review them. If you need none, click Confirm and continue with no providers selected. You can also click Do this later, then Resume when you are ready. Confirming a selection does not make an unfinished connection ready. Read the connection status and finish its required tasks.

Change a choice

Click Change on the PSA or RMM step to return to its provider choices, or Keep current choice to cancel. On the security and other tools steps, tick or untick cards. Changes save the setup choice. Removing a provider from this list does not disconnect it or delete imported records. Use the provider’s settings to inspect its existing connections. If a connection is missing or needs attention, fix that connection’s setup. Another connection for the same provider is not interchangeable.

Troubleshooting

Frequently asked questions

No. Credentials, consent, company matching, and imports are separate steps. Opening the documentation does not connect a provider either.
No. Launch Center choices and integration connections are separate.