The Technology module brings your clients' technology data into Strategy Overview from your PSA (professional services automation), documentation platform and RMM (remote monitoring and management). That data does two jobs:
Asset lifecycle: manage the lifecycle process. Track what each client has, how old it is, how it grades and when it needs replacing. Technology Types handle this for you.
Assessment automation: data that answers your Assessment questions, such as backup, antivirus, SSL certificates and domains. Relate a group to an Assessment Item and its data shows below the item while you grade, which also gives Arya context for its suggestions.
Start with Technology Types
Technology Types tell Strategy Overview what your devices are: workstations, servers, firewalls and so on. Map your configuration types to them once, and Strategy Overview sets up the columns and budget classes for every client and works out budgets and grades for you. Strategy Overview maintains the standard types and improves them over time.
We're happy to do this with you, or for you. Get in touch and we'll go through your groups together.
Where your technology data comes from
Everything in the module comes from an integration: your PSA, IT Glue, Hudu, NinjaOne or Datto RMM. Configurations from all of them except Hudu can go on a Technology Type. Hudu uses Asset Layouts, so its data comes in as standalone groups.
Start small. Sync workstations, servers and network gear first, and add more later.
Fix data at the source. Wrong models, missing purchase dates or blank fields come from your PSA or documentation tool. Fix them there and they update on the next sync.
Items come from integrations only. To track something that isn't connected, add it to your PSA first.
One source for each Technology Type
Each Technology Type takes its configurations from one integration. Several configuration types from that integration can share it, and different Technology Types can come from different integrations. For example, workstations and servers can come from your PSA while firewalls and switches come from IT Glue.
Important: a Technology Type can only connect to one integration, and that choice covers every client in your account. Once another integration holds a type, it shows greyed out in the Technology Type list on the Configuration Types tab. Pick the integration with the best data across most of your clients.
Choosing the source
Each integration only sends what its own API makes available, so the same device can arrive with more detail from one tool than another. PSAs usually have the richest device records, but not always:
ConnectWise PSA brings in the logged-in user, operating system and purchase date, but only as well as ConnectWise has them. If your RMM syncs devices into ConnectWise and leaves those fields empty, they arrive empty here too.
Datto RMM brings in the logged-in user and operating system, but has no purchase date.
Before you map, open a few devices in each tool and compare.
Get Workstation right first. Workstations are most of the devices you manage and most of the replacements you plan, so give them the integration with the best data. Look for:
Purchase date: budgets, age and grades are worked out from it.
Operating system: End of Life checks the operating system's end of support.
Serial number and manufacturer: the Warranty Service uses them to look up purchase and warranty dates.
Logged-in user: shows who actually uses each machine.
Mapping your configuration types
Map types in your integration settings: open Configurations, then the Configuration Types tab.
Run Auto-Suggest and review every suggestion before you save.
Check each type's budget classes, with their lifespan and replacement cost.
On Fields Selection, map as many fields as you can. Purchase date matters most, because budgets and grades are worked out from it.
Choose your companies and statuses on Configurations Selection, then import.
Tip: the Warranty Service Integration fills in purchase dates and warranty expiration dates for you. It looks each device up with its manufacturer by serial number, checks again every 30 days, and can write the dates back to your PSA. Set it up under Settings > Integrations.
Important: if you're already syncing configuration types, no suggestions appear until you run Auto-Suggest.
Several configuration types can share one type, like laptops and managed workstations on Workstation. You don't have to map everything. Anything you leave unmapped comes in as a standalone group.
Your existing data is safe. Nothing changes until you save the mapping, and completed Reports never change. Existing budgets and grades stay as they are until you move them over.
How budgets and grades are worked out
Once a group is on a Technology Type, purchase dates do the rest. Here's one workstation, start to finish:
Technology Type: what the device is. This one is a Workstation.
Budget class: a lifespan and a replacement cost. This one is on Standard: 4 years, $1,200.
Budget: the purchase date plus the lifespan, at the class cost. It was bought in March 2024, so the budget is $1,200 in March 2028.
End of Life: the lifespan end or the operating system's end of support, whichever comes first. Windows 10 support ended in October 2025, so that's the date. Every item on a Technology Type gets one, shown in its own column.
Grade: how close today is to End of Life. That date has passed, so it reads Danger.
Note: the budget and the grade can disagree. The budget follows age alone, while the End of Life date also checks the operating system. The answer may be an upgrade, not a new machine.
The automation is there to save you time. You can still change any budget, class, date or grade by hand. Auto-Budgeting and Auto-Grading Technology Assets covers how, and how to move your existing items over.
Technology Types and standalone groups
Every group in the module is one of two kinds:
Groups on a Technology Type: workstations, servers, network gear, printers, UPS and storage. The type sets the columns and section, and works out budgets and grades.
Standalone groups: anything else, like SSL certificates, domains or backup records. You choose their columns and set their budgets and grades yourself.
Configuration types mapped to the same type show as one group, named after the type. Underneath, each configuration type stays its own group with all of its columns, and that's the group you relate to an Assessment Item. The type's own columns are set by Strategy Overview, so the same data comes back the same way for every client.
Using it in your Reports
The same data shows up in your client Reports:
Technology Part: the client's assets, organized the same way. If your template still shows an Assets Part, replace it under Settings > Templates > Strategy, on the template's Parts tab.
Assessment: a related group's data shows below its Assessment Item. You set up the relationship in your template: see the Relating Flexible Items to Assessment Items section of Customizing Your Assessment.
Roadmap and Budget: every budgeted item shows up automatically.
Filters are saved for each user, and filters set inside a Report's Technology Part apply only to that Report.
Bringing in more data with standalone groups
Standalone groups are the more advanced step. Get your Technology Types working first, then use standalone groups to bring in more data and customize your Assessment.
Create and organize them under Settings > Flexible Items > Groups. Drag a standalone group to move it between sections.
Choose their columns under Settings > Flexible Items > Columns: turn columns on or off, reorder and rename them, and pick which modes show them. Age, SmartOS and SmartMemory are worth turning on, since they tidy up raw PSA data.
Add your own columns if you're an Admin or Manager. Pick the column type carefully, because it can't be changed later. Values stay through re-syncs.
Mark any column Internal to hide it from Client Portal users. This works on Technology Types too.
Note: a group on a Technology Type keeps its own column settings. They decide what an Assessment Item shows when you relate the group to it, even though the Technology module shows the type's columns.
Where settings live
Technology settings live in two places:
Mapping configuration types: Settings > Integrations, open the integration, then Configurations > Configuration Types
Everything else: Settings > Flexible Items, including Technology Types, budget classes, grades, groups and columns
Removing data you don't need
Items that stop coming through from an integration stay in Strategy Overview until you clear them, for example a configuration that went Inactive. Clear them under Settings > Flexible Items > Settings with Delete All Unmapped Items or Delete All Unmapped Groups. Turn on Show unmapped items first to see what's affected. To remove one group and everything in it, use the trash icon next to it on the Groups tab.
Note: unmapped here means no longer coming from an integration. It has nothing to do with Technology Types.
Common questions
Why is a Technology Type greyed out when I map my configuration types?
A greyed-out Technology Type is already connected to another integration, and that integration's logo shows beside it. Each Technology Type takes its configurations from one integration, for every client in your account. Hover over the info icon next to the type to see which integration holds it.
How do I move a Technology Type to a different integration?
You move a Technology Type by releasing it from the integration that holds it, then mapping it in the other one.
In the integration that holds the type, open Configurations, then the Configuration Types tab.
Set every configuration type on that Technology Type to Standalone (no type), then save.
In the other integration's Configuration Types tab, map its configuration types to the Technology Type and save.
Warning: don't untick every configuration type to do this. Saving with all of them unticked turns off Configurations sync for that integration, and the confirmation warns that its configurations will be deleted.
The old items stay as standalone groups on the Custom budget class, with their budgets and grades unchanged. Items the new integration had already imported also start on Custom. Auto-Budgeting and Auto-Grading Technology Assets covers moving them onto a budget class.
Can I manually add a device to the Technology module?
No. Items only come in through an integration: your PSA, IT Glue, Hudu, NinjaOne or Datto RMM. Add the device there first and it syncs in on the next sync.