PSA Configuration

Use PSA Configuration to connect a PSA platform for ticket creation through Policy Engine.

PSA integrations are configured at the MSP organization level.

Configure a PSA Integration

1. From the MSP portal, open Settings.

2. Select PSA Configuration.

3. Select the organization you want to configure.

4. Select the PSA platform.

5. Enter the required credentials.

6. Select Save & Verify Credentials.

Supported PSA platforms include:

• Autotask

• ConnectWise

• Halo

• N-able

• Syncro

For platform-specific setup, see:

• Autotask PSA Integration Guide | Cyrisma Knowledge Base

• ConnectWise PSA Integration Guide | Cyrisma Knowledge Base

• Halo PSA Integration Guide | Cyrisma Knowledge Base

• N-able PSA Integration Guide | Cyrisma Knowledge Base

• Syncro PSA Integration Guide | Cyrisma Knowledge Base

PSA Configuration Inheritance

Child organizations inherit the PSA configuration from the nearest parent organization with PSA configured.

A child organization can be configured with its own PSA connection when needed and can later be reverted to the inherited configuration.

Map Companies

After the PSA credentials are verified, map tenants to their corresponding companies in the PSA platform.

1. Open Map Companies.

2. Load the available PSA companies.

3. Select the matching PSA company for each tenant.

4. Save the mapping.

Create a PSA Profile

Create at least one PSA profile to define how tickets are created.

1. Open Create Profiles.

2. Select Add Profile.

3. Configure the ticket settings.

4. Create the profile.

Available profile settings depend on the connected PSA platform.

Use PSA Ticketing with Policy Engine

After the PSA connection, company mappings, and profile are configured, PSA Ticket can be selected as a notification method in Policy Engine.