PSA integration FAQ

Yes. SonicWall's PSA Integrations Hub connects directly to ConnectWise Manage, Datto Autotask, and HaloPSA. Once configured, it auto-creates tickets from firewall alerts, syncs SonicWall assets into your PSA as configuration items, and forwards IPS, VPN, and DPI-SSL events as ticket notes. Setup takes about 20 minutes: enable the integration in MySonicWall, paste your ConnectWise API credentials, map alert severity to ticket priority, and test with a manual trigger.

For SonicWall, use the PSA Integrations Hub under Device Management in MySonicWall. Select your PSA (ConnectWise, Autotask, or HaloPSA), enter API credentials, map board and priority, then set alert thresholds. Tickets fire automatically when those thresholds trigger. The critical config step most MSPs miss: set a minimum severity filter (Critical or High only) or you'll flood your board with noise. Start with IPS and connectivity events, add others once you've tuned the volume.

It's SonicWall's native connector between your firewall and PSA platform. It does three things: creates tickets automatically when firewall events fire (IPS triggers, VPN failures, connectivity drops), syncs SonicWall devices into your PSA as configuration items or assets, and forwards event details as ticket notes so your techs have context without logging into MySonicWall separately. Supported PSAs as of 2026: ConnectWise Manage, Datto Autotask, and HaloPSA.

HaloPSA is usually better when the MSP needs deeper PSA workflows for contracts, projects, approvals, billing exceptions, and reporting. Syncro is usually better when the MSP wants RMM and PSA in one product with simpler per-technician pricing. The right answer depends on process complexity, not logo preference.

Yes. Syncro packages RMM and PSA together for MSPs, with per-technician pricing and unlimited managed endpoints under its published MSP plans. That model is attractive when endpoint count grows faster than headcount, but it still needs to match your contract, billing, and project workflows.

Scopable is built to sit before the PSA decision: assessment, gap analysis, roadmap, budget, quote, e-signature, and project handoff. HaloPSA integration is in alpha. If you run Syncro, confirm the current connector plan before relying on automated handoff, but still evaluate whether Scopable solves the scoping and quoting gap.

Kaseya BMS is usually better when the MSP is already Kaseya-first and wants PSA work close to documentation, quoting, billing, and QBR tools in one vendor lane. HaloPSA is usually better when the MSP needs deeper workflow control across contracts, billing exceptions, projects, client portals, and reporting.

Kaseya BMS can look cheaper when it is part of a larger Kaseya bundle, but buyers should compare the full agreement, renewal terms, minimums, implementation work, and exit cost. HaloPSA is often easier to model earlier because buyers can start from public pricing signals before a custom quote.

Migrating from Kaseya BMS to HaloPSA is a real operations project. Plan for company and contact cleanup, ticket history decisions, agreement mapping, products and services, project templates, reporting, integrations, portal permissions, role training, and post-cutover support.

Scopable sits before either PSA. It turns assessments, gaps, roadmaps, budgets, quotes, e-signature, and project creation into cleaner handoff material, so Kaseya BMS or HaloPSA receives defined work instead of vague project notes rebuilt from memory.

Syncro is usually better for MSPs that want lower-friction RMM plus PSA pricing, unlimited endpoints, and fewer tools to manage. SuperOps is usually better when the team cares more about quote workflows, project handoff, technician experience, and PSA operating quality than the lowest starting price.

Syncro is easier to model from public pages because its MSP plans list per-user pricing with unlimited endpoints. SuperOps can still be cost-effective, but MSP buyers should model technician seats, endpoint packs, plan tier, and add-ons before comparing it with Syncro.

SuperOps has the stronger public PSA workflow story for quote management, projects, task flow, conversations, and project billing. Syncro still covers the core PSA path for tickets, invoicing, reporting, and recurring service operations, which may be enough for smaller or simpler MSPs.

Scopable fits before Syncro or SuperOps. It turns assessments, gaps, roadmaps, budgets, and client decisions into quote-ready scope, so the PSA receives clearer work instead of a vague request that service delivery has to reconstruct later.

Because alerts without tickets get ignored. Security tools that sit outside your PSA create a parallel workflow your team has to remember to check. Integrating SonicWall (or any firewall) with ConnectWise or Autotask means every meaningful event becomes a ticket in the system your team already lives in. It also creates an audit trail: when something goes wrong, you have timestamped tickets proving you were notified and responded. That matters for compliance and client reporting.

Choose HaloPSA if you want clearer pricing signals, a fresh operations build, and more control over PSA workflows. Choose Autotask if your Datto and Kaseya handoffs already work, your billing logic is trusted, and the migration would create more risk than upside.

HaloPSA publishes pricing signals through its pricing page and third-party guides commonly cite per-agent pricing with a five-agent floor. Autotask uses a request-pricing model, so MSPs usually need a quote before they can compare the PSA line item against bundled Datto or Kaseya products.

Autotask to HaloPSA migration is a real operations project. Plan for data cleanup, agreement mapping, ticket and project migration, billing validation, integrations, training, and post-cutover support. The hard part is deciding what should move, not only exporting data.

Not by itself. A PSA can improve data access and handoff, but quoting problems usually come from weak scoping, stale product catalogs, unclear service packages, and missing project templates. Fix the scoping workflow before assuming the PSA is the root cause.

The best MSP PSA software in 2026 depends on your billing model, team size, and migration appetite. ConnectWise PSA and Autotask fit mature MSPs with complex contracts. HaloPSA fits growing MSPs that want deeper workflow control. Syncro, Atera, SuperOps, DeskDay, and ITFlow are usually better starting points for smaller teams.

Small MSPs should usually evaluate Syncro, Atera, DeskDay, or ITFlow before buying a heavyweight PSA. The main risk for a tiny team is admin drag, not missing enterprise workflow depth. Pick the tool your techs will actually keep clean.

Choose ConnectWise PSA when your process complexity justifies a heavy platform. Choose Autotask when Datto and Kaseya products already run your operation. Choose HaloPSA when you want strong workflow control and a cleaner operator experience without committing deeper to either legacy stack.

Before migrating PSA tools, audit contracts, ticket history, recurring invoices, products, SLAs, client portal permissions, accounting sync, and reporting baselines. The goal is to clean bad operating data before it lands in the new PSA and becomes harder to unwind.

ConnectWise PSA is usually better for procurement-heavy MSPs with mature project and billing operations. Autotask is usually better for MSPs already tied to Datto and Kaseya tools. The better choice depends on admin ownership, billing model, and migration tolerance.

Not automatically. Autotask may feel more natural for Datto users, but it is still a mature PSA with contracts, ticket workflows, billing rules, reports, and integrations to configure. Teams without process ownership can struggle with either platform.

A small MSP should compare alternatives first unless it has complex billing or a strong vendor-stack reason. HaloPSA, Syncro, SuperOps, and DeskDay may be saner starting points for teams without a dedicated PSA administrator.

Test the money path: client setup, agreement structure, quote handoff, product procurement, project creation, time entry, invoice review, accounting sync, reporting, and export. If that path works, the rest of the demo matters less.

The client portal matters when clients need ticket visibility, approvals, status updates, and service history without calling your dispatcher. A weak portal does not only hurt client experience. It pushes more status-chasing work back onto your service desk.

Gorelo is often better for small MSPs that want one lower-priced plan with PSA, RMM, documentation, billing, automation, and AI included. Syncro is often better for small MSPs that want a more established PSA/RMM platform with published Core and Team tiers, unlimited endpoints, client billing, and deeper Microsoft 365 management on the Team plan.

On published annual starting prices, yes. Gorelo lists launch pricing at $99 per user per month billed yearly. Syncro lists Core at $129 per user per month annually and Team at $179 annually. MSPs should still include migration time, add-ons, billing cleanup, and whether Syncro Team is required for Microsoft 365 management.

Gorelo deserves a serious look when Pax8-connected billing automation is the priority. Syncro has a more established PSA billing story with estimates, invoicing, recurring billing, and client billing operations in its public product copy. MSPs should test both with real agreement, proration, time-entry, and cancellation workflows.

Syncro has the clearer public Microsoft 365 management story. Syncro says the Team plan includes full Microsoft 365 security and identity management, and its product overview describes Microsoft 365 administration, Entra ID identity protection, and cloud backup. Gorelo lists Microsoft Entra SSO and should be tested for the exact Microsoft 365 management workflows the MSP needs.

The hard part is not exporting rows. The hard part is rebuilding agreements, recurring invoices, RMM policies, scripts, monitors, client portal access, documentation, integrations, and billing validation. Treat the migration like a client project with a parallel run, not a settings change.

Choose Datto RMM when Autotask, Datto backup, IT Glue, or Kaseya 365 already shape your operating model. Choose ConnectWise RMM when ConnectWise PSA, ScreenConnect, reporting, and ConnectWise service workflows are already the spine. The safer pick is the one your team can administer, bill, and report from cleanly.

ConnectWise RMM is the newer cloud-forward RMM package direction around endpoint operations, patching, ScreenConnect, intelligent alerts, and ConnectWise platform fit. ConnectWise Automate is the older, deeper RMM lineage many MSPs still associate with LabTech-style scripting, monitor tuning, and heavier administration.

MSPs should usually choose Datto RMM when Autotask, Datto backup, IT Glue, and Kaseya 365 Endpoint are already central to service delivery. Kaseya VSA 10 is a stronger fit when the team wants deeper policy control, scripting governance, and a power-user RMM operating model. The better choice is the one your MSP can administer, bill, report, and tie to client roadmaps.

Datto RMM is more Datto and Autotask-centered, with cloud endpoint management, Microsoft 365 management, and Datto-family handoff. Kaseya VSA 10 is VSA-first endpoint management with heavier policy control, scripting, automation ownership, and RMM administration depth. Both sit inside Kaseya, but they reward different operating models.

Before moving between Datto RMM and Kaseya VSA, MSPs should audit active and stale endpoints, patch policies, scripts, alert thresholds, remote access permissions, PSA mapping, contract minimums, add-on usage, client reports, renewal dates, and client communication. The migration should clean up the operating model, not just replace the agent.

Before migrating, check active and stale endpoints, patch policies, scripts, alert rules, PSA mapping, remote access permissions, reporting needs, renewal dates, contract minimums, and client billing scope. The migration should clean up the operating model, not just replace the agent.

Small MSPs should usually start with Atera when they need fast setup, predictable pricing, and RMM plus PSA basics in one tool. ConnectWise makes more sense once the MSP has enough process maturity to justify heavier setup, deeper PSA workflows, and more RMM administration.

ConnectWise Automate usually has the higher automation ceiling for MSPs that need deep scripting, tuned monitors, and auto-remediation at scale. Atera is easier to adopt and often better for smaller teams that need practical monitoring, patching, ticketing, and remote access without a large admin burden.

For most small MSPs, Atera is the better first RMM because it is easier to buy, set up, and operate. ConnectWise can be the better long-term system for MSPs with complex workflows, but only if someone owns configuration, automation, reporting, and contract management.

Choose Atera when the MSP wants fast setup, predictable per-technician pricing, and lighter RMM plus PSA administration. Choose Syncro when billing automation, ticket workflow, Microsoft 365 management, and PSA operating depth matter more than the simplest starting experience.

Syncro has the stronger public PSA story for MSP billing, invoicing, recurring services, ticket workflow, reporting, and project operations. Atera can cover PSA basics well for smaller teams, but buyers should test real agreement, ticket, report, and invoice workflows before deciding.

Scopable sits before Atera or Syncro. It turns assessments, gaps, roadmaps, budgets, approvals, and quote-ready scope into cleaner handoff, so the PSA receives defined work instead of a vague project note rebuilt from memory.

Choose CloudRadial when the bigger need is a broad client services portal across service desk, account management, assets, storefront, training, AI, and integrations. Choose Invarosoft when the bigger need is end-user adoption, branded client experience, service catalogs, reporting, and visible vCIO or roadmap workflow.

DeskDirector is usually more support-portal centered, with ticket intake, forms, chat, approvals, broadcasts, and ticket visibility near the front of the story. CloudRadial is usually broader across client services and account management, so the better fit depends on whether the MSP is fixing support flow or the wider client relationship.

RustDesk can fit an MSP that has a defined remote-access service, named technical owners, client approval, and a tested support path. It is a poor fit when the team expects the tool to replace access reviews, device records, ticket evidence, updates, or offboarding work.

Document the approved devices, technician roles, client approver, session or ticket record, access-review cadence, incident stop contact, and the removal step for retired devices, departing technicians, or a client offboarding event.

A RustDesk rollout scope should name server or relay ownership, client configuration, device enrollment, attended and unattended access rules, identity and role administration, updates, ticket handling, log review, client handoff, support hours, exclusions, and offboarding. Test those steps with a pilot before wider rollout.