Accessing Integrations Settings
- Click Settings in the sidebar
- Select the Integrations icon from the settings navigation
Integrations Overview
Connecting an Integration
1
Select Integration
Click on the integration you want to configure
2
Enter Credentials
Provide API keys, client ID/secret, or other required credentials
3
Configure Options
Set sync preferences and mapping options
4
Test Connection
Click Test to verify the connection works
5
Enable Sync
Turn on automatic synchronization
Managing Multiple Connections to a Provider
Some providers support more than one connection in the same tenant, for example separate Datto RMM accounts or a UniFi console per client. When a provider has multiple connections, the Connected Services list groups them under a single provider entry so you can manage them together.The Provider Group
The provider entry shows the provider name with a connection count (for example, “3 connections”). Click the row or the chevron to expand or collapse the list of connections underneath it. Each connection keeps its own row with:- Its name (the nickname you gave it, or a name derived from its configuration)
- Its own status badge and last sync time
- Its own actions: resync, import devices, and configure
- A … menu with Rename and Disconnect for that one connection
Provider-Level Device Type Mappings
Providers that sync devices (Addigy, ConnectWise Asio, Datto RMM, Huntress, NinjaOne, and UniFi) get a shared mapping workspace. Instead of mapping the same external device types on every connection separately, you set the mapping once and it applies to every current connection of that provider. To open it, click Manage devices on the provider’s row in Connected Services.Workspace Overview
Three summary tiles sit at the top:Mapping Device Types Across Connections
The Device type mappings table lists every external device type discovered across your connections:
Pick a device type in the Maps to column and the mapping saves immediately to every active connection of the provider. A confirmation tells you how many connections were updated. Choosing None removes the mapping from every connection.
If connections currently disagree about a type, the row shows Mixed mappings and the auto-sync checkbox appears indeterminate. Selecting a device type at the provider level aligns all connections to your choice.
Auto-Sync per Type
Each mapped type has an Auto-sync checkbox. When enabled, newly discovered devices of that type import automatically on future syncs, with no manual import needed. Auto-sync requires the type to be mapped first, and toggling it here applies the setting to every connection.Overriding a Single Connection
Sometimes one connection needs a different mapping than the rest. The Connection details card at the bottom of the workspace lists each connection with its status and staged device count.1
Open the connection
Click Open devices on the connection you want to adjust. This opens that connection’s own device import page.
2
Change the mapping
Update the Maps to value or auto-sync setting for the type on that connection only.
3
Check coverage
Back in the provider workspace, the overridden type now shows Mixed mappings. Setting a type at the provider level later replaces the override on every connection.
Map with AI
On a connection’s device import page, a Map with AI button appears above the mapping table whenever unmapped external types exist (available on supported providers, such as UniFi). Click it and AI matches the discovered external types against your normalized device types. Only confident matches are filled in; anything ambiguous stays unmapped rather than being guessed. Review the proposed mappings in the table, adjust any you disagree with, then import.PSA Integrations
What Syncs
Sync Options
- Auto-sync interval - How often data syncs (5, 15, 30 minutes)
- Initial import - Import existing records on first connect
- Selective sync - Choose which record types to sync
Permission Checks
ConnectWise, Autotask, Halo PSA and Syncro setup includes a Permissions step that tests what your API user is actually allowed to read before any sync is switched on. Each area of data (companies, tickets, invoices, product catalog, and so on) is reported as granted or unavailable, and anything unavailable shows the exact permission to grant in your PSA.
Re-run the check any time from the Permissions step of the integration’s setup wizard. Existing integrations are unaffected until you run a check for the first time.
Per-Company Auto-Import Role Override
When PSA contacts are auto-imported, they are assigned a portal role from a fallback chain. You can override that role per company without touching the integration-wide default. The fallback chain (highest to lowest priority):- Per-company override: a Default Import Role chosen on the Company Defaults manager for that company
- Contact-type rule: a role mapped from the contact’s named type in the PSA (for example “Billing Contact”, “Technical Contact”, or any custom type your PSA exposes; Halo user types are mapped the same way)
- Primary contact pseudo-type: a role mapped from each PSA’s primary-contact flag, applied when the contact is marked as the company’s primary
- Integration default: the role chosen during integration setup
1
Open Company Settings
Go to Settings → Companies, find the company you want to override, and open the actions menu on its row.
2
Open Company Defaults
Click Manage Defaults to open the Company Defaults manager.
3
Pick a Default Import Role
Find the Default Import Role dropdown. The label below it shows which provider’s default the company is currently inheriting (e.g. “Inheriting from ConnectWise: Standard User”). Pick a different role to override that for this one company.
4
Save
Click Save. The next sync that imports new contacts at this company uses the override role.
The override only affects users imported automatically. Manually-created users are unaffected, and existing users keep whatever role was assigned when they were imported.
Unified Company Mapping
Once you have at least one PSA or RMM connected, the Settings → Integrations → Companies page shows every MSPortal company on the rows and every active integration on the columns. Use it to link, unlink, and quick-match companies across every connected tool from one grid. See the Integration Company Mapping guide for the full workflow.Integration Status
Each integration shows:Troubleshooting
Connection Issues
- Verify API credentials are correct
- Run the Permissions step in the setup wizard to confirm required permissions are granted
- Ensure your PSA subscription includes API access
- Review firewall/network settings
Sync Problems
- Check the sync logs for errors
- Verify field mappings are correct
- Look for duplicate records
- Contact support if issues persist
For detailed setup instructions for each integration, see the Integrations Guide.