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Audience: MSP staff managing Launch Center. Configuring credentials also requires the relevant integration-management access.

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Choose the systems for this rollout

  1. Open the integration-strategy step in Launch Center.
  2. Decide whether the plan needs a PSA and a primary RMM. Choose the provider for each enabled option.
  3. Select additional integrations relevant to the goals, such as Microsoft 365, documentation, security or backup services. Only use options available to your organization.
  4. Where multiple connections exist for a provider, choose the intended instance. Its nickname helps distinguish environments.
  5. Select Next to save the strategy. Review the regenerated steps and readiness findings.
A PSA chosen as the plan’s data source remains required. Similarly, Microsoft 365 remains selected when it is the data source. Available providers can depend on features enabled for your organization.
Choose the PSA and primary RMM for the plan; connection setup follows separately.

Choose the PSA and primary RMM for the plan; connection setup follows separately.

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Understand what selection does

Saving the strategy configures the plan; it does not enter credentials, grant provider consent or import records. Open each connection workspace to perform those tasks. A displayed existing connection is not proof that the selected instance is healthy. The plan supports more than the old PSA-or-RMM questionnaire. Follow the steps generated for the goals rather than expecting an email-domain step to follow every integration choice.

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Change the selection safely

Use the strategy step or Edit launch plan to revise the rollout. Review the new requirements after saving. If a chosen instance was removed, choose its replacement explicitly; do not assume another connection for the same provider is interchangeable. Removing a provider from the plan does not itself disconnect or delete that integration.

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FAQs

No. Selection saves the plan; credentials, consent and imports are separate actions.
Review the selected provider instance. Do not substitute a different connection merely because it is healthy.
No. Plan selection and integration disconnection are separate operations.