Skip to main content
Audience: MSP staff with company-import access and a configured provider connection. Open Settings > Companies > Import and choose the intended provider connection. Available sources depend on the organization’s integrations.
Choose a source in Companies > Import. The menu reflects the available Demo connections.

Choose a source in Companies > Import. The menu reflects the available Demo connections.

​
Review the source records

The import screen reads synchronized provider records. It is not a guarantee of a fresh, live request to the PSA whenever you open it. If an expected company is absent, check the integration’s sync status, provider scope and company-type filters first. Review each source name against existing MSPortal companies. Match the actual organization, not merely a similar name. Importing again is not a reliable way to fix a mapping to the wrong company.
  1. Search or filter for the intended source companies.
  2. For an existing MSPortal company, choose it in the row’s company selector. Review the pending link.
  3. Use Quick Match when useful, then inspect and accept only the proposed matches you intend to apply.
  4. Select source companies that should be imported as new records, or use Create new company where offered.
  5. Review both selected imports and pending mappings, including anything outside the visible page.
  6. Use Import Selected or the screen’s apply/save action, wait for the result and reopen the company list to verify the records and links.

​
Save boundaries

Choosing a match stages a link. Confirming Create new company creates the company immediately, then stages its source link; closing the import screen does not remove the created company. Removing a saved link with its unlink control persists immediately. Clearing a pending suggestion only removes that unsaved suggestion. A broad all-unlinked/all-pages selection can reach beyond the visible page. Review its stated count and scope; do not assume a name filter constrains every bulk import control. Read the result before retrying because record creation and mapping can succeed separately.

​
After importing

Verify the actual company and provider link before importing contacts or devices. Review company defaults and role mappings before enabling continuing user imports. A company record alone does not grant client access or send an invitation.

​
Troubleshooting

If a company already exists, link the correct record rather than creating a duplicate. If a create succeeds but linking fails, reuse the created company on retry. If records are missing, check synchronization, source eligibility and filters. If the wrong link was saved, assess dependent records before changing it.

​
FAQs

No. It reads synchronized provider records; inspect sync status and source filters when data is missing.
No. Confirming creation saves the company immediately and stages its source link.