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The Integration Selection step helps you identify which tools you want to connect to MSPortal. Based on your selections, the wizard will guide you through setting up each integration.

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What You’ll Choose

  • PSA (Professional Services Automation) - For syncing companies, tickets, and contacts
  • RMM (Remote Monitoring & Management) - For syncing devices and monitoring data

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Supported Integrations

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PSA Integrations

HaloPSA

Full integration with companies, tickets, contacts, and time entries.

ConnectWise Manage

Sync companies, tickets, contacts, and configurations.

Autotask

Import companies, contacts, and tickets from Autotask.

Syncro

Unified PSA/RMM integration with Syncro.

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RMM Integrations

Datto RMM

Import devices and sites from Datto RMM.

ConnectWise ASIO

Sync device configurations from ConnectWise.

Syncro

Device sync included with Syncro PSA integration.

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Steps to Complete

1

Open Integration Selection

When you reach this step, a dialog will appear asking about your integration needs.
2

Select PSA Need

Choose whether you need to connect a PSA system. If yes, select your PSA provider from the list.
3

Select RMM Need

Choose whether you need to connect an RMM system. If yes, select your RMM provider from the list.
4

Confirm Selections

Click Continue to save your selections. The wizard will add the appropriate integration steps.

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Conditional Steps

Based on your selections:
SelectionSteps Added
PSA neededPSA Setup → Ticket Settings
RMM neededRMM Setup → Device Import
NeitherSkip directly to Email Domain setup

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Manual Completion

This step requires manual completion through the selection dialog. Once you’ve made your choices and clicked Continue, the step is marked complete.
If you’re unsure, you can skip integrations during onboarding and set them up later through Settings > Integrations.