> ## 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.

# 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

<AccordionGroup>
  <Accordion title="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)                                             |

    <Note>
      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.
    </Note>
  </Accordion>

  <Accordion title="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.

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

  <Accordion title="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.
  </Accordion>
</AccordionGroup>

## Default PSA

<Tip>
  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**.
</Tip>