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How do I integrate with my PSA?

    Connect your GoTo account with your PSA service for a smooth quick import of your users.

    The syncing and importing of users between your PSA service and your GoTo Partner accounts are one-time and one-way occurrences. Any changes made to users, including the addition or removal of users, in your PSA account will not be reflected in your GoTo Partner account.

    Set up the integration

    1. If you are not already, sign in to your GoTo Admin Partner edition.
    2. From Settings > PSA integrations, select Connect under the desired PSA service provider.
    3. Select +Add connection.
    4. From the drop-down menu, select the Product you want to connect to your service. You can only connect one at a time.
    5. Enter the required credentials.
    6. Select Test & save connection.

      Result: A new column for PSA mappings will be displayed in your list of accounts.

    7. Optional: Repeat steps 3-6 if you need to connect another product to your service.

    Map your accounts

    1. From Accounts, select ... > + Add mapping next to the desired account. The system will automatically search for matching names in your PSA and return one of three options:
      • Match found — You can then select Map this company to sync the ID’s or you can choose Select another company to manually search for the right account.
      • No matches found — Select Map manually to search for the right account. There are various filters available for company status and type to help narrow your search results.
      • Multiple matches found — Select Map manually to search for the right account. There are various filters available for company status and type to help narrow your search results.
    2. Once you have found the right account in your PSA regardless of the system’s automatic search results, select Save mapping or Map this company.

    Import users

    1. Sign in to GoTo Admin.
    2. From People > Users, select Add User.
    3. Select the check box next to each product license you want to add to the new user(s), and then select Next. If you do not have a desired product license available, refer to How do I manage my product licenses?
      Tip: If you are adding an administrative user(s) without products, you do not need to select a check box.
    4. Select Import from Datto or Import from ConnectWise accordingly.
    5. Select the desired users you want to add to your GoTo account and then select Add users.
    6. Continue the Add users flow until it is complete.
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