Autotask PSA + MSPortal
Autotask PSA: Account and contact sync; Ticket sync; Contract data sync.
What syncs
- Accounts and locations
- Contacts and resources
- Tickets and queues
- Contracts and service settings
Setup steps
- Generate API user credentials
- Configure tracking identifiers
- Map queues and priorities
Security notes
Connections use the provider's supported OAuth or API credentials. Configure only the permissions needed for your workflows; supported write actions require write access. Contact us for current security and credential-handling details.
Supported PSA integrations include ConnectWise Manage, Halo PSA, Autotask and Syncro. Entities, routing fields and write actions vary by provider; check the integration guide and configured permissions for your workflow.
Yes. You can connect a PSA, device platforms and Microsoft 365 together. Company mapping, synchronization and permissions determine which records appear in each module; a connection alone does not populate every dashboard.
Read the docs: Autotask PSA