Partner Integrations

PSA - ConnectWise Manage Integration Set Up Instruction
Integration Capabilities Import Customer Records Import Configurations Import Contacts Create Tickets and sync status 2 Way opportunity sync  ...
Tue, 26 Mar, 2024 at 4:26 PM
PSA - Datto Autotask Integration Setup Instructions
Integration Capabilities Import Customer Records Import Configurations Import Contacts Create Tickets and sync status 2 Way opportunity sync  ...
Fri, 9 Dec, 2022 at 3:39 PM
PSA - Syncro Integration Set Up Instructions
The Syncro PSA integration will allow you to share information between vCIOToolbox and Syncro PSA.  Current integrations include:   Import Syncro PSA cus...
Tue, 5 Apr, 2022 at 8:32 PM
PSA - HaloPSA Integration Set Up Instructions
The HaloPSA integration will allow you to share information between vCIOToolbox and HaloPSA.  Current integrations include:   Import HaloPSA customers I...
Tue, 22 Nov, 2022 at 2:45 PM
PSA - Kaseya BMS Integration Set Up Instructions
Integration Capabilities Import Customer Records Import Assets/Devices Import Contacts Create Tickets and sync status 2 Way opportunity sync  ...
Sat, 16 Apr, 2022 at 10:07 PM
Syncro PSA API Required Permissions
When creating your API Token, make sure you have enabled the following permissions and have disabled all other permissions. 
Mon, 31 Jan, 2022 at 10:18 PM
IT Glue Integration Set Up
NOTE: Set Up your IT Glue integration after connecting to your PSA integration.  Setting the integrations in parallel before initial sync can result in dupl...
Tue, 5 Apr, 2022 at 9:16 PM
Using the integration to send recommendations to the PSA as opportunities
You are in charge of when a recommendation goes to your PSA as sales opportuities.  This is done within the IT Review from Recommendations  > Manage >...
Tue, 5 Apr, 2022 at 8:50 PM
HaloPSA Integration - Setting up an API in HaloPSA
Creating an API Key in HaloPSA   Log into Halo PSA and navigate to Advanced. From the dashboard navigate to Integrations.       2. Next Click o...
Mon, 11 Dec, 2023 at 12:29 PM
Manual Sync of your PSA
vCIOToolbox conducts nightly sync's of your PSA data.  This includes updates of your customers, tickets, contacts, ticket status, and opportunities. ...
Wed, 11 May, 2022 at 9:54 AM