PSA Integration

Note: PSA integration is available to all partners with access to the Portal. In the portal, click MSP in the left navigation panel then click PSA Integrations to get started.

The purpose of the Professional Services Automation (PSA) integration (PSA Integration) is to read license count and cloud usage data from the MSP portal so it can be synchronized with the ConnectWise PSA system.

The PSA Integration service lets you create mappings between your Arcserve accounts and your PSA accounts to facilitate the license count and cloud usage synchronization. These accounts typically have a Contract and an associated Service offering. The PSA portal updates the number of those licenses for each account type to the related service offering within that account.

In other words the PSA tool synchronizes license counts from the MSP portal to the PSA (ConnectWise).

Important! The PSA tool does NOT pull actual licenses out of the MSP portal to place them into the PSA. It only pulls down license-counts so that service agreements can be updated.

This section contains the following topics: