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Company Sync with PSA

Feature RequestIntegration

It would be nice if the company section could be auto-populated by syncing with HaloPSA (or any other PSA).

Posted by Andrew Kraker ·
Status: Completed2 comments

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Comments2

  • Einar Hólm

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    Apr 8

    Nice if I can sync customers with tags from Connectwice

  • Samuel Schmidt

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    Apr 7

    Yes, would be great to pull this from Autotask company list, and set filters to limit it to Active customers only (perhaps only those with contracts). Thread does this well.