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Turn PSA opportunities that MSPortal has already synchronized into Planner items. This guide is for MSP staff. Company users do not import opportunities or set import mappings.

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Before you start

  • You need Manage Planner and a connected Halo, ConnectWise or Autotask integration. Import does not appear without both.
  • Opportunity sync must be on for the PSA connection, and each opportunity must be mapped to the right company. The dialog reads opportunities already synced into MSPortal. It does not upload a spreadsheet.
  • Imported items are visible to company users by default. The dialog has no visibility switch, so import only work that is ready to share. A company user still needs company scope and Planner access to see an item.
  • Import is separate from templates, Apply to Companies and Relationships > Create, which creates a new opportunity in the PSA.

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Import opportunities

1

Open Import

On any Planner page, set the company selector and click Import in the page header. The Import opportunities dialog opens.
2

Search

Type in Search by summary or ID.
3

Check the date range

Due date range starts with the past year through today. Widen it, or click its clear (X) button, to include older or future opportunities. The range filters on the opportunity’s target date, or its deadline when there is no target date. It is not a creation date. Opportunities with neither date always stay in the list.
4

Review Hide already imported

It is ticked by default. Untick it to see opportunities you imported before. They show an Imported badge and cannot be selected again.
5

Select the opportunities

Check each row’s company, provider, value and due date, then tick the ones you want. The count shows beside Select all. Select all ticks the eligible rows on the current page, up to 200.
6

Map the statuses

Under Status mapping, choose the Planner status for each opportunity category.Each list offers Not Started, In Progress, Completed, On Hold, Cancelled and Pending Approval. A row can show your PSA’s own status name. The mapping works on the Open, Won and Lost category.
Available Planner statuses in the opportunity import mapping.

Planner status choices for an import mapping. The mapping sets the new Planner item's status. It does not change the PSA opportunity.

7

Click Import N opportunities

Wait for the result. Messages report how many were imported and how many were skipped. Skipped rows may already be imported or may have no company mapped.
8

Verify the new items

Open Planner Menu > List View and check each new item’s company, title, description, status, due date, cost and visibility. Open Relationships to see the linked opportunity.
These mapping choices apply to this import only. Closing the dialog resets them to the defaults. They are not the integration’s ongoing status mappings. Next and Previous move between pages of 200 opportunities. Changing page, search, dates, company selection or Hide already imported clears your ticks, so tick again after the new results load. Wait for the search to settle before you import. Cancel before you click Import closes the dialog and discards your choices. Once Import has started, wait for the result before you try again.

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What the new item contains

  • Title is the opportunity summary, or “Opportunity” plus its ID when there is no summary.
  • Description is the opportunity’s details.
  • Due Date is the target date, or the deadline when there is no target date.
  • Costs is one One-time row with the adjusted opportunity value, or 0 when there is none.
  • Status comes from your mapping.
A new item does not prove that the commercial details are complete or approved.

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Later PSA updates

Imported items stay linked to the opportunity. Later syncs can overwrite the Planner fields your integration is set to refresh. By default those are Title, Description, Due Date and Cost Estimate. The integration’s Linked planner item refresh settings can add Public notes, Start date, Estimated hours, Probability, Status and Planner type, and can map PSA statuses and types to Planner values. Turning off Auto-import opportunities into the Planner stops new items from being created. It does not stop linked items from refreshing. Ask the integration administrator to check Opportunity Settings if a value changes back after you edit it. Import does not edit, accept or close the opportunity in the PSA. To attach an existing Planner item to an opportunity without making a new item, see Link supporting records to Planner items. A manual link is not the same as a PSA-managed import, and it does not show as Imported here.

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Troubleshooting

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Frequently asked questions

Halo, ConnectWise and Autotask.
No. It selects opportunities already synced from your PSA.
The date range starts at one year ago. Widen or clear it, then check the company selector, the search and Hide already imported.
No. They always stay in the list.
No. It selects the current page, up to 200 rows.
No. They set the new Planner item’s status only.
No. They are visible by default, within company access and Planner permissions. Check each new item.
It already has a PSA-managed Planner link. It cannot be selected again.
No. Imported tracks PSA-managed imports only.
Yes. Read the imported and skipped messages and check List View before you rerun.