If it has an API, I integrate it.
Your PSA should be the single source of truth for your MSP — but only if it actually talks to the rest of your stack. Native integrations only go so far. When you need ConnectWise or HaloPSA to sync with accounting platforms, CRMs, vendor portals, documentation tools, or internal apps, you need custom API work. That's what I do.
I build reliable, maintainable integrations — not fragile scripts held together with duct tape. Every integration includes error handling, logging, retry logic, and documentation so your team can support it long-term.
Accounting Sync
Getting invoices, payments, and GL data flowing between your PSA and accounting platform is critical — and surprisingly painful when done wrong. I build integrations that keep your financial data in sync without manual CSV exports or duplicate entry.
- QuickBooks Online and QuickBooks Desktop integration
- Xero two-way sync for invoices and payments
- Sage and FreshBooks connectivity
- GL account mapping and revenue categorization
- Payment reconciliation and aging report automation
RMM Integration
Your RMM and PSA should be tightly coupled — alerts create tickets, asset data stays in sync, and deployment information flows automatically. I configure and customize RMM integrations that go beyond the default sync.
- ConnectWise Automate, Datto RMM, NinjaOne, and N-able integration
- Alert-to-ticket mapping with intelligent deduplication
- Configuration item sync and asset lifecycle management
- Custom alert rules that create the right ticket type on the right board
Documentation Platforms
Your documentation tool holds the context your techs need to resolve tickets fast. I integrate IT Glue, Hudu, and other documentation platforms so relevant documentation surfaces automatically within your PSA workflow.
- IT Glue and Hudu bidirectional sync
- Configuration item cross-referencing
- Password and credential access from ticket context
- Automatic documentation article creation from resolved tickets
CRM & Sales
Whether you use ConnectWise Sell, HubSpot, Salesforce, or another CRM, I make sure your sales pipeline data flows into your PSA when deals close — creating companies, contacts, agreements, and configurations automatically.
- HubSpot deal-to-agreement automation
- Salesforce opportunity sync with PSA company records
- ConnectWise Sell quote-to-agreement conversion
- Contact sync and lifecycle stage mapping
Custom Webhooks & Middleware
Sometimes you need something custom — an event in one system triggers an action in another, and there's no off-the-shelf integration for it. I build webhook handlers and middleware layers that connect any two systems with an API.
- Custom webhook endpoints for real-time event processing
- Middleware services for data transformation and routing
- Queue-based processing for high-volume integrations
- Error handling, retry logic, and dead-letter queues
Vendor Portal Automation
Vendor portals that don't have APIs still need to be integrated. I build automation solutions that extract data from vendor portals and feed it into your PSA — eliminating the manual data entry that eats hours every month.
- Scheduled data extraction from vendor dashboards
- CSV and report file parsing with automated PSA import
- Email-based billing data extraction and processing
How I work
Every integration project follows the same disciplined process:
Discovery
I map your current data flow, identify what needs to be connected, and document the integration requirements.
Design
I design the integration architecture, field mappings, error handling, and data transformation logic.
Build & Test
I build the integration, test it against real data in a sandbox, and validate every edge case before touching production.
Deploy & Monitor
I deploy to production, monitor for the first billing cycle, and hand off with full documentation and runbooks.
From a recent engagement
For a mid-market MSP, I built a comprehensive integration architecture connecting 15+ systems with centralized credential management and full audit trails.
| Metric | Value |
|---|---|
| Active integration points | 15+ |
| Credential exposure incidents | Zero |
| Mean time to detect failure | Minutes (was days) |
| Audit trail coverage | 100% of data exchanges |
“Integration failures used to surface as angry client calls. Now they surface as Slack notifications — before anyone notices.”
Tell me what you need connected
Describe the integration and I'll scope it. Most integrations are built and deployed within 2-4 weeks.