PSA Integration Hub

William Shannon
William Shannon
  • Updated

Overview

Dropsuite’s PSA Integration Marketplace, accessible through the Integration menu on the Dropsuite Partner Portal, provides a central location for partners to manage integrations with multiple PSA platforms.

Our integration automates service ticket generation, allowing for more efficient support management from a single platform. It also syncs subscription changes to simplify billing operations. Our integration marketplace now includes ConnectWise, Autotask, and HaloPSA, offering you greater operational flexibility and efficiency.

Key Capabilities

  • Direct PSA Connection: Partners can now connect directly to their PSA from the Dropsuite portal without prior activation, simplifying plan and organization creation and mapping.
  • Plan Mapping: Map plans to multiple PSAs simultaneously.
  • Organization Mapping: Organizations can only be mapped to one PSA at a time. Transitioning requires disconnecting from the current PSA first.

Getting Started

To get started, partners need to:

  1. Ensure connectivity by entering the correct credentials.
  2. Perform ticket and organization mappings. (Plan mapping is not required.)

Refer to our integration guides for seamless connections with our PSA platform partners to ensure smooth plan and organization setup:

 

FAQs

Who has access to the Integration page?

Master reseller, direct reseller, and sub-reseller with Owner, Super Admin, and Admin roles can access the Integration page.

The guide outlines the sequence from integration connection to plan and organization mapping. Can this sequence be altered, for example, by dealing with organization mapping before plan mapping?

Only ticket mapping is optional. Here are the rules:

  • You can map plans and organizations before successfully mapping tickets.
  • You cannot map organizations before successfully mapping plans; otherwise, you'll encounter an error.

Can my plan be mapped with multiple integrations?

Yes, you can map a plan with multiple integrations. You will see both integrations listed.

 

Since sub-resellers don’t have access to the Plan page, does it mean that they can’t map their plans with ConnectWise or Autotask?

Sub-resellers, despite not having access to the Plan page, can still map plans assigned to them with both ConnectWise and Autotask integrations. They can navigate to the Integration page and click on Plan Mapping.

Can my organization be connected to multiple integrations?

No, an organization can only be connected to one integration. If connected to multiple integrations, one must be revoked.

 

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