PSA integrations: ConnectWise Manage and HaloPSA

Connect your PSA to MSP Recapp to sync companies, clients, configurations, and assets — forming the foundation for cross-tool reconciliation.

Your PSA is the source of truth for your client list. Connecting it to MSP Recapp pulls in companies (or clients) and their associated configuration items, giving every other integration a company structure to map against. Recapp currently supports ConnectWise Manage and HaloPSA, with Autotask PSA coming soon.

Available PSA integrations

ConnectWise Manage

Syncs: Companies, Configurations

ConnectWise Manage is a full-featured PSA used by many MSPs as their primary ticketing and company management platform. Recapp connects directly to the ConnectWise REST API using API key authentication.

Required credentials

Field	Description
Region	Select your hosting region: North America, Europe, Australia, or Staging
Company ID	Your ConnectWise company identifier — the subdomain from your ConnectWise URL (e.g., acme from acme.myconnectwise.net)
Client ID	An API Client ID generated in ConnectWise under System → API Keys
Public Key	The public key portion of your API key pair (no colons or special characters)
Private Key	The private key portion of your API key pair (no colons or special characters)

Recapp combines your Company ID, Public Key, and Private Key into a Base64-encoded API token (companyId+publicKey:privateKey) for authentication. You do not need to format this yourself — the setup dialog handles it automatically.

HaloPSA

Syncs: Clients, Assets

HaloPSA uses OAuth 2.0 for API access. Recapp authenticates with your HaloPSA instance using a client credentials flow and syncs your client list along with asset records.

Required credentials

Field	Description
Instance URL	Your HaloPSA instance URL, e.g. https://yourcompany.halopsa.com
Tenant	Your HaloPSA tenant name — only required for multi-tenant instances (optional)
Client ID	Your OAuth 2.0 Client ID, found in Configuration → Integrations → HaloPSA API
Client Secret	Your OAuth 2.0 Client Secret from the same location
Scope	OAuth scope to request (default: all). Common values: all, read:customers, read:tickets

Asset type filtering

After entering credentials, you can click Fetch Types in the setup dialog to load your HaloPSA asset types. Select which types to include when syncing devices — for example, only workstations and servers. Leave the filter empty to sync all asset types.

HaloPSA auto-selects workstations and servers as the default filter when you first fetch asset types. You can adjust this selection before saving.

Autotask PSA (Coming Soon)

Syncs: Companies, Configurations

Autotask PSA integration is in development. When available, it will sync companies and configurations in the same way as ConnectWise Manage. Check back for updates.

Default PSA

If you have multiple PSA instances connected, set one as your default PSA to tell Recapp which company list to use as the primary reference for reconciliation. Open the three-dot menu on any PSA integration card and select Set as default PSA.