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Use this page to match each MSPortal company to the company record it has in every connected tool. One grid shows every company on the rows and every connected tool on the columns. It is for MSP staff. Linking a record is different from importing a company. Linking connects a record to a company you already have in MSPortal. Importing creates a new MSPortal company from a record in your PSA.
Individual connection pages also offer an inline Import or match companies task. Its workspace identifies the provider’s source records, such as sites or organizations. It opens on Import, including records with suggestions; Suggested is available for reviewing proposed links. You can import or match one company and work with its contacts or devices while leaving other companies for later. Choose a company or accept a suggestion there to save it immediately, or use Import / Import companies and review the confirmation before importing. See Import companies for selection scope. The cross-provider grid and cleanup dialogs described below remain a separate workflow. See Connect and manage integrations.

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Before you start

  • You need to be MSP staff. Company users ask their IT provider to correct integration links.
  • Your role needs Integration Company Mapping access to open the page. Linking, unlinking, applying suggestions, and ignoring or restoring records need write access. Integration settings access (read or write) also opens the page. With read-only access you can see the grid but cannot change it.
  • Connect at least one integration first. Each connected tool adds a column. A tool with several connections can have one column per connection, labeled with the connection name.
Links save as soon as you pick a record or click Unlink. There is no page-wide Save button, and leaving the page does not undo anything. A new link can start a follow-up sync, so check the company and the record before you choose.

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Open the mapping grid

1

Open Settings > Integrations

Click Settings in the sidebar, then Integrations.
2

Click Map companies

The button is in the page header. The page that opens is titled Integration Company Mapping.
3

Read the grid

The first column, Company, lists your MSPortal companies and stays in view as you scroll sideways. Each tool has its own column. Each cell shows the linked record, Not linked, or Nothing left to link when the tool has no unlinked records. The last column is Microsoft 365.
On a wide grid, use Columns to hide columns you do not need. Use the Company column filter to find a company by name.
1

Find the company and the tool

Find the company row, then the column for the tool. If the tool has several connections, check the connection name in the column header.
2

Open the cell

Click the cell. A picker opens with a search box labeled Search integration companies…. An empty cell lists only records that are not linked yet.
3

Choose the record

Search for the record and click it. The link saves right away and a message confirms it. The cell now shows the record name.
Some records show a note that they are already linked to another company. Check that note before you choose one.
1

Open the linked cell

Click the cell that shows the wrong record.
2

Click Unlink

Under Current, click Unlink next to the record name. The company in the other tool is not deleted or changed.
3

Link the right record

Open the cell again and pick the correct record.
Picking a different record in a cell that already has a link adds a second link. It does not replace the first one. A cell with extra links shows a +1 (or +2, and so on) button. Click it to open Multiple integration links, then click Unlink next to each record you do not want.
1

Open Blank links

Click Blank links above the grid.
2

Choose what is missing

Pick Any integration to see companies missing at least one link. Or pick one or more tools to see companies missing a link in every tool you picked.
3

Clear the filter

Choose Clear filters in the same menu to see every company again.

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Use the company selector

The page follows the Company Selector in the top bar. With one company or an assigned set of companies selected, the grid shows only those companies. In Global View it shows every company. Changing the selector clears your Blank links choices.

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Review likely matches

Review likely matches looks at the unlinked records in every connected tool and suggests an MSPortal company for each. Nothing saves until you apply it. The button shows only if you have write access, and it needs at least one connected tool.
1

Click Review likely matches

The Company mapping cleanup card sits above the grid. Click Review likely matches in its Recommended matches section. If nothing is found, a message says no new matches were found.
2

Set the confidence slider

The slider is labeled Auto-select by confidence. It runs from 70 to 100 percent in steps of 5 and starts at 70. Suggestions at or above the slider value are checked for you. Moving the slider replaces your checks, so set it before you change individual rows.
3

Check each suggestion

Each row shows the tool record, the MSPortal company it would link to, and a confidence score. Click a row to check or uncheck it. Names that look alike can belong to different customers, so read every row.
4

Narrow the list if needed

Type in the search box to filter by tool record or company name. With a search active, the buttons change to Select shown and Clear shown and act on the rows you can see. Checked rows that the search hides stay checked.
5

Apply

Click Apply (the button shows the count, such as Apply 12 Matches). Every checked row is linked, including rows hidden by your search. Clear the search first to review the full selection. A message reports how many companies were linked.
Each link is saved on its own. If a message reports errors, some links may still have saved. Check the grid before you try again. Click Cancel to close the dialog without linking anything.
The suggestions can include records from every connected tool, not only the companies shown in the grid. The Company Selector and Blank links do not limit them. Review every row before you apply.

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Review unlinked records

Records that exist in your tools but are not linked to a company are listed in Unlinked customer records. Records that look like the same customer are grouped into one row, even when they come from different tools. The Company mapping cleanup card appears above the grid while some records need attention or you have ignored groups. It shows the number of groups to review and, when you have ignored any, an Ignored groups count. When everything is linked, ignored groups still keep the card visible, and Review unlinked records opens on the Ignored groups tab so you can restore them. The card is hidden only when no records are unlinked and none are ignored.
1

Click Review unlinked records

The button is on the Company mapping cleanup card.
2

Choose a tab

To review lists groups that need a decision. Ignored groups lists groups you set aside.
3

Narrow the list

Use the search box (Search companies or IDs…), the integration filter, and the company type filter. Company types come from your PSA, so you can work on customers and skip vendors or prospects. A company type filter keeps the whole group visible, including records from other tools. Click Clear Filters to reset.
4

Link a group to a company

In the group row, open Link to company… and pick an existing MSPortal company. For a group with several records, the picker reads Link all 3 records to company… (with the real count) and links them all. To link one record, click the arrow on the right of the row to expand the group, then use Link to company… on that record.
5

Ignore a group that should never be linked

For an internal test account or a vendor record, click Ignore from cleanup. Every record in the group leaves the To review list. Nothing is deleted in the other tool.
6

Restore a group if you change your mind

Open Ignored groups and click Restore. The group returns to To review.
7

Close the dialog

Click Close.
To handle several groups at once, tick their checkboxes. A bulk Ignore from cleanup (or Restore on the Ignored groups tab) button appears. The checkbox at the top of the list selects every group in the current view. Changing the search or a filter clears your selection. Linking a record from Ignored groups restores it first and then links it. If you unlink it later, it returns to To review. Wait for the list to refresh before you link the next group. If a group link fails part way, the records that linked leave the list. Review what remains before you try again.
The Your Companies dashboard shows a banner titled Likely customer matches to review (or Companies need mapping when there are no suggestions yet). Its Review likely matches button opens this page. With suggestions available and write access, the likely matches dialog opens on its own.

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Import companies from your PSA

If you have write access and an active Halo, ConnectWise, Syncro, ConnectWise Asio, or Autotask connection, an Import menu appears above the grid. Pick Import from and the tool name to start an import. See Import Companies for the full steps.

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Connect Microsoft 365 for a company

The Microsoft 365 column tracks a cloud connection for each company. It is not a normal record match. It is hidden when you open the page for a single tool.
1

Open the Microsoft 365 cell

Click the cell in the company row. It reads Not connected, the connected domain, or Not applicable.
2

Choose how to connect

Click Sign in with Microsoft to sign in now. If the company is already connected, the same item reads Add Tenant. Click Copy link to copy a connection link you can send to the client.
3

Confirm the prompt

Read any compliance prompt that appears before you continue. Sign-in opens in a pop-up window, so allow pop-ups for MSPortal. The cell updates when sign-in finishes.
For a company that is not on Microsoft 365, open the cell and click Mark as not on Microsoft 365. The cell then reads Not applicable and the company stops counting as missing a Microsoft 365 connection. Open the cell and click Restore to undo it.

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Troubleshooting

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Frequently asked questions

No. Picking a record or clicking Unlink saves right away. Review likely matches has its own Apply step.
Checked rows stay checked when a search hides them, and Apply links every checked row. Clear the search to review the whole selection first.
No. The slider starts at 70 percent and goes up to 100.
No. It only removes the group from To review. Click Restore on the Ignored groups tab to bring it back.
No. Company links, device mapping, import settings, and sync are separate. Check each one.
Your role has read access only. Ask an admin for write access to Integration Company Mapping or to integration settings.