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The PSA Integration step connects MSPortal to your Professional Services Automation system. This enables automatic synchronization of companies, contacts, tickets, and more.
This step only appears if you selected that you need a PSA integration in the Integration Selection step.

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What Gets Synced

Depending on your PSA, MSPortal can sync:
  • Companies - Your client list with details
  • Contacts - Client contacts and their information
  • Tickets - Support tickets and their status
  • Time Entries - Billable time tracking
  • Contracts/Agreements - Service agreements

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Steps to Complete

1

Navigate to Integration Setup

Click Go to Settings in the onboarding wizard. You’ll be taken to the setup page for your selected PSA.
2

Enter API Credentials

Provide the API credentials required by your PSA. Each PSA has different requirements.
3

Test Connection

Click Test Connection to verify your credentials work correctly.
4

Configure Sync Settings

Choose what data to sync and how often.
5

Start Initial Sync

Click Connect or Save to activate the integration. An initial sync will begin automatically.

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PSA-Specific Guides

For detailed setup instructions, see the guide for your PSA:

HaloPSA

Setup guide for HaloPSA integration

ConnectWise Manage

Setup guide for ConnectWise Manage

Autotask

Setup guide for Autotask integration

Syncro

Setup guide for Syncro integration

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Auto-Completion

This step is automatically marked as complete when:
  • An active PSA integration exists for your tenant

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Initial Sync Time

The initial sync may take several minutes depending on the amount of data in your PSA. The next step (Ticket Settings) will wait for the sync to complete before becoming available.