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Open Settings > Integrations > Map companies to match integration records with the correct MSPortal companies. The page title is Integration Company Mapping. Linking a source record is different from importing a new portal company.

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Before you start

This is an MSP staff task. Your role needs integration company-mapping read access or broader integration-settings access. Linking, unlinking, applying suggestions, and ignoring/restoring records require the corresponding write access. Company users ask their IT provider to correct integration links. Choose the intended company scope and check the provider connection’s name. Different connections to the same provider can have separate columns. Some providers also expose different source types, such as organizations or sites. A missing or unavailable column can depend on connection setup, discovered records, or a feature’s availability.
Changing a link changes which company receives integration data. Links save immediately and can trigger follow-up synchronization. Opening a picker is safe to review; selecting a destination or Unlink is a write. There is no final page-wide Save or rollback when you leave.

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Read and filter the grid

Any integration finds rows with at least one missing link. If you choose several specific source columns, a row must be missing each selected source to remain visible. Use Clear filters to remove the blank-link selections. The global Company Selector narrows the grid to the selected company or assigned companies. Global View shows the available company rows, including their Company column. Changing company scope resets the blank-link filter.
The cleanup queue and recommended-match operation can include tenant-wide integration records. The grid’s Company Selector, column filters, and Blank links are not an approval boundary for those dialogs. Review every proposed source and destination before applying changes.
1

Find the company and connection

Locate the correct MSPortal company row and integration source column. Check the connection label when the provider has several instances.
2

Open the cell

Search the available source records. An empty cell offers eligible unlinked records; a disabled empty cell can mean there is nothing left to link from that source.
3

Choose the correct source

Selecting a record saves immediately. Wait for the result, then recheck the cell and any additional-links indicator. Do not assume selecting another source automatically removes every existing link.
4

Remove an incorrect link explicitly

Use Unlink for the specific linked record. When a cell indicates additional links, open its reconciliation view and inspect each record. Unlinking is not deletion of the company in the external service.
A successful link does not prove downstream data has finished syncing. If a link or sync reports a problem, recheck the stored mapping before retrying; a follow-up error does not necessarily undo the link.

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Review likely matches

Select Review likely matches on the cleanup card. The page requests recommendations for eligible unlinked records from the available integration sources. It does not save those links until you apply them.
1

Review the suggested source and destination

Check each integration record, connection label, proposed MSPortal company, and confidence score. Similar names are not proof that two records represent the same customer.
2

Set confidence before fine-tuning selections

The slider ranges from 70 to 100 percent on this page and starts at 70. It automatically selects returned suggestions at or above the chosen threshold. Changing the slider replaces your current selections; do this before manually checking or unchecking rows.
3

Search and inspect the whole selection

Search matches by source or destination text. Select All and Clear All affect the visible search results. Hidden selections remain selected. Clear the search and review the total selection before applying; search alone does not narrow what will be saved.
4

Apply or cancel

Apply the checked suggestions and inspect the result. Cancel leaves those proposed links unapplied. If the result reports errors, some links may have succeeded: inspect the refreshed grid and remaining queue before retrying.
No recommendations means no returned eligible suggestions, not that every connection synced successfully or every company is correctly mapped. Use Review unlinked records and the provider’s setup when records are still missing.

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Review unlinked records

Select Review unlinked records to open Unlinked customer records. Records that appear to represent the same customer are grouped, but expand a group and inspect its members before deciding what to do. Use To review for outstanding groups and Ignored groups for records set aside. Search and integration/company-type filters help narrow the list. A company-type filter keeps the whole matching customer group together, including records from other integrations.
  • To link a record, return to the mapping grid or the provider’s company setup and choose its destination. The cleanup dialog is for inspecting groups and setting their ignored state.
  • Ignore from cleanup sets aside the records in that group. It does not import a company, create a link, delete the provider’s record, or disable an integration.
  • Restore returns an ignored group to the review queue.
  • For bulk ignore/restore, review selected groups and their expanded members before using the bulk action. Hidden selected groups can remain selected after filtering; clear filters and inspect the total selection first. These writes are separate from recommended-match Apply and may partially succeed if an error occurs.
The Your Companies dashboard can show a Likely customer matches to review banner that opens this review workflow.

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Microsoft 365 column

The unfiltered provider workspace also has a Microsoft 365 connection column. It reports per-company cloud connections rather than a normal PSA/RMM source mapping. Provider-specific mapping workspaces hide this column. Its menu can offer Sign in with Microsoft, Add tenant, or Copy link for the consent workflow. These are deliberate setup actions: review the company and any displayed consent/compliance prompt before proceeding. Copy link creates a shareable connection link; it is not an unlink action. For a company with no connection, Mark not applicable saves that classification and removes it from the missing-Microsoft-365 calculation. Restore reverses the classification. Not applicable is not a successful connection or evidence of security coverage.

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Troubleshooting

No. Hidden checked suggestions remain selected. Select All and Clear All affect visible search results, while Apply uses all selected suggestions. Clear the search to inspect the full set.
It reselects returned suggestions according to the new threshold and replaces your manual selections. The current page starts at 70 percent and lets you increase it to 100.
No. Links are applied individually and some can succeed. Recheck the grid before retrying.
No. It sets the integration records aside from the cleanup queue. Restore makes them reviewable again.
No. Company mapping, device-type mapping, import settings, and synchronization are separate checks.
No. It uses per-company cloud consent and connection status. Not applicable is an explicit classification, not a connected or protected status.