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As a managed service provider (MSP), you can use the StorageCraft Professional Services Automation (PSA) integration within the StorageCraft Partner Portal to manage StorageCraft MSP product usage directly into ConnectWise Manage. The StorageCraft PSA integration components works by mapping your StorageCraft MSP accounts to your ConnectWise customer accounts and synchronizing customer data.

The StorageCraft integration module allows you to:

  • Map clients’ StorageCraft MSP licenses, Cloud Backup usage, File Backup and Recovery usage,  as well as StorageCraft Cloud usage and storage space information to your ConnectWise customer accounts and contracts
  • On demand or on a schedule, push changes from StorageCraft Partner portal  to your ConnectWise Manage customer accounts
  • Generate a mapping report to summarize which StorageCraft accounts are mapped to your specific ConnectWise Accounts

Save your business money and time, and save your clients’ systems and data. By integrating, managed service providers (MSPs) who use ConnectWise and offer clients StorageCraft® ShadowProtect® can automate backup and disaster recovery services billing.

Get started with StorageCraft PSA integration

1.  Go to the StorageCraft MSP Portal and log in with your standard partner credentials.

2.  Once inside the MPS Portal, expand the MSP section and choose PSA Integration

3.  Select the PSA Integration for ConnectWise.

PSA Setup

4.  You will be presented with a brief agreement—accept the agreement, and you will be directed to the PSA integration login page.

5.  Using your ConnectWise API key pairs you will build the connection between the portals.

6.  Click the mapping tab at the top, to start your mappings, shown here.

The Dashboard page enables you to view the sync process and what was sent over to ConnectWise. See StorageCraft PSA Account Mappings in the user guide for detailed information on how to map your accounts.

Learn more about the ConnectWise PSA integration module.

Resources

PSA User Guide

MSP Portal User Guide