Accessing Integrations Settings
- Click Settings in the sidebar
- Select the Integrations icon from the settings navigation
Integrations Overview
| Integration | Description |
|---|---|
| Halo PSA | Full ticketing, company, and user sync |
| ConnectWise Manage | Tickets, companies, and service boards |
| Autotask | Account and ticket synchronization |
| Syncro | Customer and ticket integration |
| NinjaRMM | Device and monitoring data |
| Microsoft 365 | Secure Score and tenant management |
| Stripe | Billing and payment processing |
| Bigger Brains | Training content and courses |
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
PSA Integrations
What Syncs
| Data Type | Direction | Notes |
|---|---|---|
| Companies | PSA → MSPortal | Client/account records |
| Contacts | PSA → MSPortal | Company contacts |
| Users | Bidirectional | Technician accounts |
| Tickets | Bidirectional | Service tickets |
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
Integration Status
Each integration shows:| Status | Meaning |
|---|---|
| Connected | Active and syncing |
| Disconnected | Credentials removed or expired |
| Error | Connection issue requiring attention |
| Syncing | Currently synchronizing data |
Troubleshooting
Connection Issues
- Verify API credentials are correct
- Check that 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.