PSA and client records
Keep client, contact, opportunity, and quote context tied to the account record.
Sync companies, contacts, opportunities, configurations, and product catalog data from ConnectWise Manage.
Commercial page plus setup guide with permissions, filters, sync behavior, and write-back limits.
Connect a HaloPSA instance for PSA context when the account is in the gradual rollout.
Setup guide documents the one-PSA-at-a-time rule and optional webhook path.