After setting up an integration, importing companies is an essential next step to populate your MSPortal.ai instance with your customer data.

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Prerequisites

  • You must have at least one PSA integration configured (ConnectWise Manage, HaloPSA, or Syncro)
  • You must have appropriate permissions to manage companies

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Steps to Import Companies

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Step 1: Navigate to Companies

  1. Log in to your MSPortal.ai account at https://app.msportal.ai
  2. From the main navigation menu, click Companies

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Step 2: Access the Import Menu

  1. On the Companies page, click the Import button
  2. The import menu will display all configured integrations for your account
    • You’ll see a list of all available companies from your PSA system
    • Companies are retrieved in real-time from your integration
Company selection interface

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Step 3: Select Companies to Import

  1. Review the list of available companies from your PSA
  2. Check the checkbox next to each company you want to import
    • You can select multiple companies at once
    • Use the search or filter options if available to find specific companies

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Step 4: Import Selected Companies

  1. After selecting your desired companies, click the Import Selected button
    • The button will show the count of selected companies (e.g., “Import Selected (2)”)
  2. The import process will begin automatically
Import button location

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Step 5: Verify Import Success

  1. Once the import is complete, you’ll see a confirmation message
  2. The imported companies will now appear in your Companies list
  3. You can click on any imported company to view and manage its details
Import confirmation

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Important Notes

  • Data Sync: Imported companies maintain a connection to your PSA system for ongoing synchronization
  • Duplicate Prevention: MSPortal.ai automatically prevents duplicate company imports
  • Bulk Operations: You can import multiple companies at once to save time
  • Updates: Company data can be refreshed from your PSA at any time using the sync features

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Troubleshooting

If you don’t see any companies available for import:
  1. Verify your integration is properly configured and connected
  2. Check that you have the necessary permissions in both MSPortal.ai and your PSA system
  3. Ensure your PSA contains active company records

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Next Steps

After importing companies, you can:
  • Configure company-specific settings
  • Import users associated with each company
  • Set up company-specific compliance requirements
  • Configure billing and budget settings