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Find answers to frequently asked questions about integrations, data syncing, and troubleshooting common issues.

Why aren’t my tickets syncing?

If your tickets aren’t appearing in MSPortal, check these common issues:
1

Import Companies First

Tickets are linked to companies. Before tickets can sync, you must import your companies from your PSA.Go to Settings > Companies and ensure your companies have been imported. See the Import Companies guide for detailed instructions.
2

Select Queues to Sync

Open your PSA integration settings and configure the Ticket Settings. You must select which ticket queues/boards to sync.
  • ConnectWise: Select Service Boards in Ticket Settings
  • Autotask: Select Queues in Ticket Settings
  • Halo PSA: Select Ticket Types in Ticket Settings
  • Syncro: Tickets sync automatically once the integration is connected
3

Verify Integration Status

Ensure your PSA integration shows as Active on the Integrations page (/settings/integrations).If the status shows as disconnected or errored, your API credentials may have expired or been revoked. Reconnect the integration with fresh credentials.
After making configuration changes, use the Sync Now button on your integration card to trigger an immediate sync rather than waiting for the scheduled sync.

How often do syncs happen?

MSPortal syncs data from your integrations on regular schedules:
Data TypeSync FrequencyNotes
TicketsEvery 15 minutesIncremental sync of recent changes
Companies & ContactsEvery 30 minutesFull sync of company data
Users & ResourcesEvery 30 minutesPSA technicians and resources
PSA Reference DataEvery 30 minutesTicket types, priorities, statuses, etc.
Devices (RMM)Every 30 minutesDevice inventory from Datto, Asio, Syncro
Microsoft 365 Secure ScoreEvery 30 minutesSecurity posture metrics
Autotask Webhooks: If you’ve enabled webhooks for your Autotask integration, ticket updates are received in near real-time rather than waiting for the scheduled sync.

I made a change in my PSA and it’s not showing up

Changes made in your PSA will appear in MSPortal after the next scheduled sync (typically within 15-30 minutes depending on data type). If you need the changes immediately:

Wait for Auto-Sync

Tickets sync every 15 minutes; other data syncs every 30 minutes. Simply wait for the next sync cycle.

Force Manual Sync

Click the refresh icon on your integration card at /settings/integrations to trigger an immediate sync.
Manual syncs are rate-limited. If you’ve recently triggered a sync, you may need to wait a few minutes before triggering another.

My integration shows as disconnected

If your integration status shows as disconnected or has an error:
  1. Check API Credentials - API keys or secrets may have expired or been rotated in your PSA
  2. Verify Permissions - Ensure the API user has the required permissions (see integration-specific guides)
  3. Check Rate Limits - Some PSAs have API rate limits that may temporarily block requests
  4. Reconnect - Try disconnecting and reconnecting the integration with fresh credentials

Need More Help?

If you’re still experiencing issues after following this guide, contact [email protected] with:
  • Your PSA type (ConnectWise, Autotask, Halo, or Syncro)
  • A description of the issue
  • Any error messages you’re seeing
  • Steps you’ve already tried