PSA Integration Hub

Topic

This article is about the Professional Services Automation (PSA) Integration Marketplace in NinjaOne SaaS Backup.

Environment

NinjaOne SaaS Backup

Description

NinjaOne SaaS Backup’s Professional Services Automation (PSA) Integration Marketplace, accessible through the Integration menu on the NinjaOne SaaS Backup 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. Review the sections below for more information.

Key Capabilities

The key capabilities of the NinjaOne PSA Integration Marketplace are as follows:

• You can connect directly to your PSAs from the NinjaOne SaaS Backup portal without prior activation, simplifying plan and organization creation and mapping.
• You can map plans to multiple PSAs simultaneously.
• You can only map organizations to one PSA at a time. Transitioning to a new PSA requires you to first disconnect from the current PSA.

Getting Started

To get started, you'll need to perform the following steps:

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:

• ConnectWise
• Autotask
• HaloPSA
• SuperOps

Frequently-Asked Questions (FAQ)

The following section lists frequent questions asked by our customers with answers from our support team.

Who has access to the Integration page?

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

The guide describes 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, NinjaOne SaaS Backup will display a plan mapping error message as shown in Figure 1.

  

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 that mean that they can’t map their plans with ConnectWise or Autotask?

Sub-resellers can still map plans assigned to them with both ConnectWise and Autotask integrations. They can navigate to the Integration page and click Plan Mapping.

Can my organization be connected to multiple integrations?

No. You cannot connect an organization to more than one integration at a time. If connected to multiple integrations, you'll need to revoke one.

What do error descriptions in a service ticket mean?

There are several types of error descriptions. The following table lists each type, along with a brief explanation.