This step only appears if you selected a PSA integration. It becomes available after the initial PSA sync completes.
What You’ll Configure
- Status Mappings - Map your PSA statuses to MSPortal status categories
- Display Settings - How tickets appear in the portal
- Sync Settings - What ticket data to sync and how often
- Company Settings - Per-company ticket visibility options
Steps to Complete
Wait for PSA Sync
If the initial sync is still in progress, the wizard will show a waiting indicator. This ensures your ticket statuses are available for mapping.
Navigate to Ticket Settings
Click Go to Settings in the onboarding wizard, or go to Settings > Tickets.
Set Up Status Mappings
On the Statuses tab, map your PSA ticket statuses to MSPortal categories (Open, In Progress, Waiting, Closed).
Configure Company Settings
On the Companies tab, set which ticket types are visible to company users.
Status Categories
MSPortal uses four status categories to organize tickets:| Category | Description | Example Statuses |
|---|---|---|
| Open | New tickets awaiting action | New, Unassigned |
| In Progress | Actively being worked on | In Progress, Scheduled |
| Waiting | On hold or waiting for input | Waiting on Customer, On Hold |
| Closed | Completed tickets | Resolved, Closed, Cancelled |
Manual Completion
This step requires manual completion. Click Mark Complete in the wizard when you’ve finished configuring your ticket settings.Related Documentation
- Ticketing Overview - Full ticketing guide
- Ticket Settings - Settings reference
- How to Create a Ticket Template - Create templates for common tickets