This article walks through the setup process for the Technology Module: configuring your integrations, organizing Flexible Items into groups, customizing columns, and verifying everything shows up in your Reports.
Step 1: Configure what you import
Before importing data, decide what to bring in. Go to Settings > Integrations > [Your Integration] and select only the Configuration types you want to start with.
For PSA Configurations: Check only the types for your starter set, workstations, servers, and network devices. Leave everything else unchecked.
For IT Glue Configurations and Flexible Assets: Check only the data types you're bringing in now. Don't import fields you won't use for decision-making.
If you need help connecting your integrations, see the detailed guides in the Integrations collection for your specific PSA or IT Glue.
Step 2: Organize Flexible Items into groups
Once your data syncs, it needs structure. Groups are how you organize Flexible Items in the Technology Module.
Creating groups
Navigate to Settings > Flexible Items Settings > Groups
You'll see your imported Flexible Items listed
Click Add Group to create a new group
Name it (e.g., "User Technology", "Infrastructure", "Network")
Repeat for each group you want
Assigning items to groups
Select the Flexible Items you want to group
Drag and drop them to the appropriate group
Work through your imported data systematically
Good organization now saves time in every TSM. You'll find assets quickly, build cleaner Reports, and give clients a more professional experience.
Step 3: Customize your columns
Out of the box, Flexible Items show default Strategy Overview fields plus any fields you've synced. You'll want to customize each Flexible Item type to show only the columns that matter, in the order that makes sense.
How to customize columns
Navigate to Settings > Flexible Items Settings > Columns tab
Select a Flexible Item type
Review the available columns
Check the columns you want visible, uncheck the ones you don't need
Reorder columns to put the most important information first
Save your settings
Repeat for each Flexible Item type you're using
Tip: For best results, use the built-in column types Age, SmartMemory, and SmartOS for Age, RAM, and Operating System data. These provide cleaner formatting than raw synced fields.
Example layout for Workstations: Name, Age, Operating System, RAM, Warranty Expiration, Model, Serial Number. This gives you the key lifecycle data at a glance without clutter.
Start with 2-3 item types configured well. You can add more types later once you're comfortable with how it works.
Step 4: Verify Technology appears in your Report template
The standard Strategy Overview template includes a Technology part by default. Your Flexible Items should already appear in your Reports once data is synced and organized.
Seeing an "Assets" part instead of Technology? Your template may be using an older configuration. See Migrating from Assets to Technology in the Going Deeper collection for steps to update your template.
A note on relating Technology data to Assessments
Strategy Overview lets you relate Flexible Item groups directly to Assessment items, so when you're grading a topic like "Server Host," you can see the client's actual server list right alongside the Assessment question. This also gives Arya AI real data to work with for better recommendations.
This is a powerful feature, but it's not something you need to set up right away or at least don't get stuck here for too long. Focus on getting comfortable with your Technology data and running a few TSMs first.
Cleaning up unwanted data
If you imported too much data or need to remove items you no longer sync:
Stop syncing a data type
Go to Settings > Integrations > [Your Integration]
Find the section for the data type you want to remove
Uncheck or deselect the types you no longer want
Click Save or Import to update
This orphans the data. It's no longer synchronized with your integration.
Delete orphaned data
Go to Settings > Flexible Items Settings > Settings tab
Click Delete all unmapped Items
This removes all unmapped items and blank unmapped groups in one batch
You can also delete items manually from the Flexible Items module if you prefer a targeted cleanup.
Cleaning up empty groups
Empty groups usually appear when you've disabled certain types in your integration but haven't cleaned up yet. The Delete all unmapped Items button handles this. It removes both orphaned items and empty unmapped groups.
Data quality issues
If your data looks wrong (incorrect models, missing ages, bad information), that's coming from your source systems, not Strategy Overview. The platform shows what's in your PSA or IT Glue.
Data cleanup is ongoing work. All MSPs have data quality issues. Strategy Overview makes them visible so you can address them systematically. Don't just fix individual records, look at the process issues that create bad data in the first place.
Custom fields from your PSA
Strategy Overview can sync custom fields from your PSA Configurations. This is valuable for bringing in specialized data that matters for your vCIO process, like BitLocker encryption status or backup verification status.
Tip: Consider using automation tools to automatically populate custom fields in your PSA, then let Strategy Overview sync that enriched data.
When to expand your data
You're ready to add more data types when:
You've run 2-3 TSMs with your core data and feel comfortable
You find yourself wishing you had a specific type of data during a client conversation
Your existing data is clean and well-organized
Don't add more data just because you can. Add it when you have a clear use case: "I need X data so I can accomplish Y during TSMs."