> ## 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.

# Integrations Settings

> Connect PSA systems and third-party services to MSPortal.ai

Integrations Settings allows you to connect MSPortal.ai to your PSA (Professional Services Automation) system and other third-party services.

## Accessing Integrations Settings

1. Click **Settings** in the sidebar
2. Select the **Integrations** icon from the settings navigation

## Integrations Overview

<Frame>
  <img src="https://mintcdn.com/msportal/mWw1uncm60YecvCw/images/settings/settings-integrations.png?fit=max&auto=format&n=mWw1uncm60YecvCw&q=85&s=d6cfb9068bae4c3de02abf00c5d5258e" alt="Integrations Settings" width="2403" height="1203" data-path="images/settings/settings-integrations.png" />
</Frame>

MSPortal.ai supports integration with major PSA platforms:

| 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        |
| **Datto RMM**          | Device and monitoring data             |
| **ConnectWise Asio**   | 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

<Steps>
  <Step title="Select Integration">
    Click on the integration you want to configure
  </Step>

  <Step title="Enter Credentials">
    Provide API keys, client ID/secret, or other required credentials
  </Step>

  <Step title="Configure Options">
    Set sync preferences and mapping options
  </Step>

  <Step title="Test Connection">
    Click **Test** to verify the connection works
  </Step>

  <Step title="Enable Sync">
    Turn on automatic synchronization
  </Step>
</Steps>

## 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

### 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):**

1. **Per-company override**: a Default Import Role chosen on the Company Defaults manager for that company
2. **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)
3. **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
4. **Integration default**: the role chosen during integration setup

To set the per-company override:

<Steps>
  <Step title="Open Company Settings">
    Go to **Settings → Companies**, find the company you want to override, and open the actions menu on its row.
  </Step>

  <Step title="Open Company Defaults">
    Click **Manage Defaults** to open the Company Defaults manager.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Save">
    Click **Save**. The next sync that imports new contacts at this company uses the override role.
  </Step>
</Steps>

<Note>
  The override only affects users imported automatically. Manually-created users are unaffected, and existing users keep whatever role was assigned when they were imported.
</Note>

### 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](/user-guides/settings/integration-company-mapping) guide for the full workflow.

## 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

1. Verify API credentials are correct
2. Check that required permissions are granted
3. Ensure your PSA subscription includes API access
4. Review firewall/network settings

### Sync Problems

1. Check the sync logs for errors
2. Verify field mappings are correct
3. Look for duplicate records
4. Contact support if issues persist

<Note>
  For detailed setup instructions for each integration, see the [Integrations Guide](/user-guides/integrations/index).
</Note>

## Related Resources

* [Enable ConnectWise](/user-guides/integrations/enable-connectwise-integration)
* [Enable Autotask](/user-guides/integrations/enable-autotask-integration)
* [Enable Halo PSA](/user-guides/integrations/enable-halo-integration)
* [Enable Syncro](/user-guides/integrations/enable-syncro-integration)
* [Enable Datto RMM](/user-guides/integrations/enable-datto-rmm-integration)
* [Enable ConnectWise Asio](/user-guides/integrations/enable-connectwise-asio-integration)
* [Import Companies](/user-guides/integrations/import-companies)