Integrations
Strategy Overview connects to the tools your MSP already uses, pulling in company data, technology assets, contacts, tickets, and more so your team doesn't have to enter information manually. This collection covers which integrations are available, what data they sync, and how to set them up.
15 articles
Understanding Integrations in Strategy OverviewLearn how Strategy Overview connects with your PSA, documentation tools, and Office 365 to bring your client data into one place.
PSA Integrations
How to setup PSA integrations
Configuring Your PSA IntegrationCommon steps for mapping company types, importing companies, and syncing configurations after connecting your PSA to Strategy Overview.
ConnectWise PSA IntegrationHow to create a ConnectWise PSA API member with the right permissions and connect it to Strategy Overview.
Datto Autotask PSA IntegrationHow to create a Datto Autotask API user and connect it to Strategy Overview.
Halo PSA IntegrationHow to create a Halo PSA API agent and application, and connect them to Strategy Overview.
Kaseya PSA IntegrationHow to create a Kaseya BMS API user and connect it to Strategy Overview.
Syncro PSA IntegrationHow to create a Syncro API token and connect Syncro to Strategy Overview.
ServiceNow PSA IntegrationHow to configure ServiceNow plugins, API users, and access policies for the Strategy Overview integration.
Data Integrations
How to setup Data integrations
IT Glue IntegrationHow to connect IT Glue to Strategy Overview and sync Configurations, Flexible Assets, Domains, and SSL Certificates into the Technology Module.
Hudu Integration - What's PlannedWhat to expect from Strategy Overview's upcoming Hudu integration, including what data will sync and how it appears in the Technology Module.
Other Integrations
Additional integrations for Microsoft 365 data and hardware warranty lookups.
Office 365 IntegrationHow to connect each client's Microsoft 365 tenant to Strategy Overview to sync users, licenses, and MFA status.
Warranty Service IntegrationHow to set up the Warranty Service to automatically look up and update warranty and purchase date information for your hardware assets.
Integration Reference and Troubleshooting
IP allow lists, sync troubleshooting, and other reference information for integrations.
ConnectWise PSA Ticket PermissionsHow to control which roles and companies can access specific service boards, ticket fields, and notes in the ConnectWise Tickets Module.
IP Allow List for IntegrationsIP addresses to whitelist if your PSA or data integration has IP restrictions. Includes both USA and European datacenter IPs.
Integration Sync TroubleshootingWhere to check sync logs, what common warnings mean, and how to fix the most frequent integration sync issues.