The Settings → Integrations → Companies page is a single grid that shows every MSPortal company on the rows and every active integration on the columns. Each cell shows the integration company currently linked, with controls to swap, unlink, or add a new link without leaving the page. This replaces the old per-integration mapping workflow where you had to repeat the same drill on each PSA, RMM, and documentation integration to keep client lists aligned across systems.Documentation Index
Fetch the complete documentation index at: https://docs.msportal.ai/llms.txt
Use this file to discover all available pages before exploring further.
Accessing the Page
- Click Settings in the sidebar
- Open the Integrations section
- Select Companies
Page Layout
The grid follows a standard table shape:| Element | Description |
|---|---|
| Sticky Company column | The first column shows the MSPortal company name. It stays pinned as you scroll horizontally so you always know which row you are working with |
| Provider columns | One column per active integration (ConnectWise, Autotask, Halo, Syncro, ConnectWise Asio, NinjaOne, Addigy, Cove, Acronis, Datto RMM, Hudu, IT Glue, Cork, Pax8). Only providers your tenant has actually connected appear |
| Cells | Each cell shows the integration company linked to the MSPortal company in that row, or a blank cell if no link exists. Click a cell to add, swap, or unlink |
| Header tools | Search, company count, and the Missing values filter live above the table |
Tenants without a particular integration (for example, no Hudu) simply do not see that column. Adding a new integration adds its column to the grid the next time the page loads.
Linking a Company
Open the Cell
Click the cell where the MSPortal company row meets the integration column you want to link.
Pick the Integration Company
A popover opens with a search box and the integration’s company list. Type to filter, then click the company you want to link to.
Advanced Quick Match
Advanced Quick Match scans every active integration in one pass, proposes name-based matches for every unlinked integration company, and lets you accept or reject the whole batch in a single review.Set the Confidence Threshold
Drag the slider to set the minimum match confidence (40 to 100 percent, default 70 percent). Higher thresholds yield fewer but more reliable suggestions; lower thresholds catch fuzzier matches at the cost of more false positives to review.
Review Suggestions
The dialog lists every proposed match with the integration name, the suggested MSPortal company, and the confidence score. Use the search bar to filter by integration name, integration subtitle, MSPortal company name, or company subtitle.
Accept or Reject Each Match
Tick the matches you want to accept and untick any that look wrong. Use Select All or Clear All to flip the visible subset (when a search is active, the buttons act on the filtered rows only).
Quick Match preserves the per-provider scoring tweaks each integration’s wizard already uses (for example Hudu and IT Glue cross-reference PSA IDs, ConnectWise filters by active flag), so the suggestions match what each provider’s own dialog would have shown.
Search and Filter
The header above the grid offers two ways to narrow the table:- Search filters companies by name. Combine with the column filters built into the table to drill down faster.
- Missing values dropdown filters to companies missing any link or missing a link for a specific provider. Useful for “show me every company that does not have a Cove backup link yet” coverage reports.
Company Selector and Scope
The page respects the global Company Selector in the top bar:- Global view (no specific company selected) shows every company in the tenant. The Company column collapses out of view since each row already represents one company.
- Single company view narrows the grid to one row, making it easier to review every integration link for one client at a time.
- Assigned scope narrows to the companies the selector is filtered to.
Read-Only vs Writable Providers
Every provider on this page is writable, but a few have caveats worth knowing:| Provider | Writable here | Notes |
|---|---|---|
| ConnectWise | Yes | Full link, unlink, quick-match |
| Autotask | Yes | Full link, unlink, quick-match |
| Halo PSA | Yes | Full link, unlink, quick-match |
| Syncro | Yes | Full link, unlink, quick-match |
| ConnectWise Asio | Yes | Full link, unlink, quick-match |
| NinjaOne | Yes | Full link, unlink, quick-match |
| Addigy | Yes | Full link, unlink, quick-match |
| Cove Backup | Yes | Full link, unlink, quick-match |
| Acronis | Yes | Full link, unlink, quick-match |
| Datto RMM | Yes | Saves through the same flow the Datto site mapping uses |
| Hudu | Yes | Saves through the Hudu organization mapping flow |
| IT Glue | Yes | Saves through the IT Glue organization mapping flow |
| Cork | Yes | Saves through the Cork client mapping flow |
| Pax8 | Yes | Saves through the Pax8 link/unlink flow |
When to Use This Page vs Setup Wizards
| Scenario | Use this page | Use the setup wizard |
|---|---|---|
| Reviewing coverage across every integration | Yes | No |
| Mapping a handful of newly imported companies in a single integration | Yes (Quick Match scoped to that provider) | Either |
| First-time setup of a new integration’s company import | Either | Yes (setup wizard walks you through other configuration too) |
| Bulk auto-matching across every connected tool at once | Yes (Advanced Quick Match) | No |
| Fixing a single mismatched company link | Yes | Either |
Both flows write the same fields the same way, so changes made on this page show up in the per-integration wizards and vice versa.