> ## Documentation Index
> Fetch the complete documentation index at: https://msprecapp.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

# Connect and manage integrations in MSP Recapp

> Learn how MSP Recapp connects to your existing tools, syncs data on demand, and keeps all your company and device records in one place.

Every tool you connect to MSP Recapp becomes an **integration instance**. Each instance has its own credentials, sync status, and history. When you trigger a sync, Recapp pulls the latest companies, clients, or devices from that tool and stores them alongside data from your other integrations — so you can reconcile, map, and report across your entire stack from a single interface.

## Integration categories

Recapp groups integrations into the following categories. Click a category to learn about the specific tools available and how to connect them.

<CardGroup cols={2}>
  <Card title="PSA" icon="ticket" href="/integrations/psa">
    Professional services automation tools: ConnectWise Manage and HaloPSA. Sync companies, clients, configurations, and assets.
  </Card>

  <Card title="RMM" icon="monitor" href="/integrations/rmm">
    Remote monitoring and management: NinjaOne, Datto RMM, ConnectWise RMM, and Level RMM. Sync organizations, sites, and devices.
  </Card>

  <Card title="Endpoint Security" icon="shield" href="/integrations/endpoint-security">
    Endpoint protection and threat detection: SentinelOne, Huntress, Sophos Central, Webroot, ThreatLocker, Field Effect, Datto EDR, and Zorus.
  </Card>

  <Card title="Backup, Network & More" icon="database" href="/integrations/backup-network">
    Backup & recovery, network monitoring, licensing, remote access, and automation tools — including Axcient, Auvik, Domotz, Microsoft 365, Microsoft CSP, Pax8, ImmyBot, ScreenConnect, and Tier2Tickets.
  </Card>
</CardGroup>

## Integration lifecycle

Every integration follows the same five-step lifecycle from setup to usable data.

<Steps>
  <Step title="Add">
    Go to **Integrations** in the left sidebar and click **Add Integration**. Select the integration type from the picker dialog.
  </Step>

  <Step title="Configure">
    Enter the required API credentials in the setup dialog. Recapp tests the connection before saving — credentials are encrypted in your browser and stored using AES-256-GCM. Plaintext values are never accessible after saving.
  </Step>

  <Step title="Sync Companies">
    After connecting, trigger a **Sync Companies** (or equivalent — clients, sites, tenants, organizations depending on the tool) to pull your top-level account list into Recapp.
  </Step>

  <Step title="Sync Devices">
    Once companies are synced, trigger a **Sync Devices** to pull endpoint and asset data associated with each company.
  </Step>

  <Step title="Review">
    Filter, map, and reconcile the synced data across your integrations. Use the **Issues** filter on the Integrations page to surface any connection errors that need attention.
  </Step>
</Steps>

## Multiple instances

<Note>
  Every integration type in Recapp supports multiple instances. You can add the same tool twice — for example, two separate ConnectWise Manage environments, or a primary NinjaOne instance plus a secondary one for a subsidiary. Each instance is independent with its own credentials and sync history.
</Note>

## Default PSA and default RMM

<Note>
  When you have more than one PSA or RMM connected, Recapp lets you mark one as the **default** for reconciliation. The default instance is shown with a star icon on the Integrations page. To change the default, open the three-dot menu on any PSA or RMM card and choose **Set as default PSA** (or **Set as default RMM**).
</Note>