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Connect your PSA so MSPortal can sync companies, contacts, and tickets. This page is for MSP staff with integration-management access. It covers Halo PSA, ConnectWise Manage, Autotask, and Syncro.

Before you start

  • Choose your PSA on the Connect your PSA step first. See Choose launch integrations.
  • Have your PSA administrator create an API user and give you its credentials. The fields and the permissions it needs differ by provider, so keep the provider’s setup guide open (see Related guides).
  • Know which boards, queues, or teams hold your client tickets.

Connect your PSA

1

Open the step

In Launch Center, select Connect your PSA in Launch steps and choose your PSA’s card. Its setup tasks appear under the step in the rail. Setup guide on the card opens the provider’s instructions. You can also open the PSA from Settings > Integrations.
2

Connect

On Connect, enter your API credentials and click Test connection. If the test fails, check the credentials, region, or URL, and the API user’s status in your PSA. In Launch Center, click Continue after a successful test to save the connection and move on. In Settings, click Save and continue.
3

Check permissions

Permissions checks what the API user can read. Areas marked Required must be granted before you can continue. If any are missing, grant them in your PSA, then click Re-check. Optional areas you leave ungranted stay switched off in Choose data.
4

Choose what to sync

On Choose data, turn on the data to sync and pick the boards, queues, or teams to sync. To read what a switch or picker does, hover over or tap the (i) beside its name. Data starts syncing in the background when you continue.
5

Import or match companies and users

Open Import or match companies to import PSA companies or link them to existing MSPortal companies. Then use Import or match users for their contacts. See Import companies and contacts inline.
6

Configure tickets

On Configure tickets, set the fields it shows, such as Closed Statuses, Client Comment Status, and Default Board for New Tickets. In Resolution Status Stepper, click each stage and choose the PSA statuses that belong to it. Status choices appear only after you select boards, queues, or teams in Choose data. Autotask shows its own fields such as Fallback Resource. ConnectWise counts statuses marked Closed or Resolved as closed and shows Resolved statuses that stay open for the exceptions.
7

Finish the connection

Open Review and check the result. In Launch Center, click Finish connection setup. In Settings, click Finish setup. You can leave and come back. Your progress is saved.
The exact tasks, fields, and optional tasks such as Import devices or Configure opportunities differ by provider. Follow the provider’s guide for its fields and console steps.

Import companies and contacts inline

The company and contact workspaces open on Import, including records with suggested matches. Use Suggested to review proposed links. Import or match at least one company to work with its contacts and devices. You can leave other companies and contacts for later. For companies, choose Import beside a source record or Import companies for a batch. The selection dialog loads unmatched records across provider pages for the current search. Use Select current page or Select all pages to choose the scope. Review the selection and confirm. Existing portal companies with the same name are reused. Choosing an existing company or accepting a suggestion saves that match immediately. For contacts, choose Import beside a row or select contacts and choose Import selected. Use the header checkbox to select the current page, click it again to select all pages matching the current filters, and click again to clear the selection. Use row checkboxes for individual contacts. Select all with email replaces the selection with contacts that have an email address across all pages matching the current filters. Review the selection, then choose Import selected. Choose the Company role and review the ready-to-import and skipped counts before you confirm. Contacts without email addresses are skipped. Adding an address in the dialog includes that contact. Correct invalid addresses or clear them to skip those contacts. Check the saved users and their company assignments afterward. Invitations are separate actions. See Import companies and Import users for detailed selection and retry behavior.

Check the data

1

Check the sync status

Open the integration in Settings > Integrations and look at the last sync time. The first sync can take a while for a large account.
2

Check company mappings

Confirm each PSA company is linked to the right MSPortal company. A similar name is not enough. See Integration company mapping.
3

Check Launch Center

In Launch Center, Connect your PSA turns Done once the connection is healthy and its required tasks are done. It checks the connection you set up on this step. An unrelated active integration does not satisfy it.
A successful credential check is not the same as a completed import. Do not assume every provider feature or writeback action is supported because the credentials work. Next, set up ticket delivery, visibility, and templates.

Troubleshooting

Frequently asked questions

No. Check the sync, the company mappings, the imported records, and the remaining setup tasks.
No. Launch Center checks the connection tracked by this step, including its required tasks.
Yes. Open your PSA in Settings > Integrations. The connection keeps the tasks you finished.