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Add a company from integrated system
Add a company from integrated system

You can add a new company to SO from your PSA instead of adding it twice to both systems and mapping

Updated over a year ago

  1. Go to your PSA, add a company.
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  2. Go to Strategy Overview:
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    1. Settings --> Integrations --> PSA integration --> "Companies" tab

    2. Click "Import Companies button:
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    3. In "Import Companies" popup:
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      1 - Click "Load companies". Use filters to find a needed company.
      To apply filters you need to press "Load Companies" button every time you change filters.
      2 - Mark a Company.
      3 - Click "Import".
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    4. Find a new companies in the right part of the screen - in "You PSA Companies" list, it will be marked as "Unmapped"
      1 - Click "Create new" button near the company
      2 - Click "Save mapping"
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    5. If you have Assets and Contacts integration enabled, the system will ask if you want to sync it too. You can confirm or cancel (and setup it manually or later).
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  3. Done! Don't forget to add a group in a company card to setup assess for users to a new company.

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