ConnectWise Manage + MSPortal
ConnectWise Manage: Company and contact sync; Service ticket sync; Project data sync.
What syncs
- Companies and contacts
- Service tickets and boards
- Projects and phases
- Time entries and notes
Setup steps
- Create API member account
- Configure public/private keys
- Map service boards
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: ConnectWise Manage