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Use this directory to find the existing setup guide for your provider. Integration configuration is an MSP staff task; Company users should ask their MSP to connect or change a service. Choose MSP Guides > Integration setup in the documentation sidebar. Select a provider below for its connection instructions and any related mapping or troubleshooting guides.

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Connect, map and verify

Open Settings > Integrations and review existing connections before adding another instance. Follow the provider’s setup workflow, verify its status, map its organizations to the intended companies and inspect synchronization/import results. A provider connection does not itself prove client visibility or enable every supported data area. Some controls save immediately; credential forms, mapping proposals and imports can have different persistence boundaries. Review the provider guide before continuing, particularly for consent, writeback, bulk operations and disconnection. Company mappings and user-role rules deserve review before automatic imports are enabled.

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Provider setup and compatibility

Follow the requirements in the individual guide. Providers differ in authentication, company mapping, synchronization, and supported actions. Some services connect per company or through another system, rather than through a direct integration card.

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Imports, synchronization, and maintenance

If a setup guide describes a control you cannot see, check its prerequisites and ask your MSP administrator or MSPortal support for help.

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FAQs

No. Authentication, company mapping, synchronization, feature availability and supported actions differ by provider.
No. Verify synchronization, mapping/import and Company role visibility separately.
Inspect the intended instance, permissions, scope and mapping first; another connection can create additional work or duplicate records.