> ## Documentation Index
> Fetch the complete documentation index at: https://docs.msportal.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Integration Selection

> Choose which integrations you need for your MSP

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.

## What You'll Choose

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

## Supported Integrations

### PSA Integrations

<CardGroup cols={2}>
  <Card title="HaloPSA" icon="ticket">
    Full integration with companies, tickets, contacts, and time entries.
  </Card>

  <Card title="ConnectWise Manage" icon="ticket">
    Sync companies, tickets, contacts, and configurations.
  </Card>

  <Card title="Autotask" icon="ticket">
    Import companies, contacts, and tickets from Autotask.
  </Card>

  <Card title="Syncro" icon="ticket">
    Unified PSA/RMM integration with Syncro.
  </Card>
</CardGroup>

### RMM Integrations

<CardGroup cols={2}>
  <Card title="Datto RMM" icon="server">
    Import devices and sites from Datto RMM.
  </Card>

  <Card title="ConnectWise ASIO" icon="server">
    Sync device configurations from ConnectWise.
  </Card>

  <Card title="Syncro" icon="server">
    Device sync included with Syncro PSA integration.
  </Card>
</CardGroup>

## Steps to Complete

<Steps>
  <Step title="Open Integration Selection">
    When you reach this step, a dialog will appear asking about your integration needs.
  </Step>

  <Step title="Select PSA Need">
    Choose whether you need to connect a PSA system. If yes, select your PSA provider from the list.
  </Step>

  <Step title="Select RMM Need">
    Choose whether you need to connect an RMM system. If yes, select your RMM provider from the list.
  </Step>

  <Step title="Confirm Selections">
    Click **Continue** to save your selections. The wizard will add the appropriate integration steps.
  </Step>
</Steps>

## Conditional Steps

Based on your selections:

| Selection  | Steps Added                         |
| ---------- | ----------------------------------- |
| PSA needed | PSA Setup → Ticket Settings         |
| RMM needed | RMM Setup → Device Import           |
| Neither    | Skip directly to Email Domain setup |

## 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.

<Tip>
  If you're unsure, you can skip integrations during onboarding and set them up later through **Settings > Integrations**.
</Tip>

## Related Documentation

* [Integrations Overview](/user-guides/integrations/index) - Full integrations guide
* [Integration FAQ](/user-guides/integrations/faq) - Common integration questions