Switch your PSA without burning down your operations.

A PSA migration is one of the biggest operational decisions your MSP will make. Get it wrong and you lose ticket history, break billing, confuse your team, and spend months recovering. Get it right and you come out the other side with a cleaner, faster system and a team that's actually excited to use it.

I've handled migrations between ConnectWise, HaloPSA, and Autotask. I know where the data maps cleanly, where it doesn't, and how to handle the gray areas. PaxRig's 6-phase process is designed to eliminate surprises and keep your operations running through the entire transition.

1

Discovery

Before I touch any data, I map your current PSA inside and out. Every board, workflow, agreement type, integration, custom field, and automation rule gets documented. I identify what needs to migrate as-is, what needs to be redesigned, and what should be left behind.

  • Full audit of current PSA configuration and workflows
  • Data volume assessment and field mapping documentation
  • Integration inventory (what connects to the current PSA)
  • Timeline and risk assessment delivered as a written migration plan
2

Configuration Build

I build out the new PSA from scratch — not by copying your old configuration mistakes, but by designing the system the way it should have been from the start. This is your chance to fix every workaround, clean up every mess, and launch on a solid foundation.

  • Board/queue structure designed for your team and service model
  • Agreement and billing structure configured with correct rates
  • Workflow and automation rules built from scratch
  • Security roles and permission groups configured
3

Data Migration

The most technical phase — and where most DIY migrations fail. I extract data from your source PSA, clean it, transform it, and load it into the target system with field-level validation at every step.

  • Company, contact, and site records with full field mapping
  • Ticket history with notes, time entries, and attachments
  • Configuration items and asset records
  • Active agreements with correct billing dates and amounts
  • Data validation reports with discrepancy resolution
4

Integration Rewiring

Every integration that pointed at your old PSA needs to point at the new one. RMM, accounting, documentation, billing — I rewire each integration and verify data flows correctly before cutover.

  • RMM integration reconfiguration and alert mapping
  • Accounting sync rebuild with GL mapping verification
  • Documentation platform reconnection
  • Custom API integration migration and testing
5

Training & Cutover

Your team needs to be confident in the new system before go-live. I run role-based training sessions — techs learn ticket workflows, dispatch learns queue management, finance learns billing — and then I execute the cutover with a parallel running period so nothing falls through the cracks.

  • Role-based training sessions (recorded for future hires)
  • Parallel running period with both systems active
  • Go-live day support with real-time issue resolution
  • Quick-reference guides and process documentation
6

Post-Migration Support

The first 30 days after cutover are critical. Things come up that nobody anticipated — a workflow edge case, a report that needs tweaking, a team member who needs extra help. I provide dedicated support during this period so issues get resolved fast.

  • 30-day post-migration support window
  • Configuration adjustments and workflow tuning
  • Additional training for edge cases discovered post-launch
  • Optional transition to managed retainer for ongoing support

Common migrations

ConnectWise to HaloPSA

The most common migration I handle. Full data migration, configuration rebuild, integration rewiring, and team training.

Autotask to HaloPSA

Autotask's data model maps differently than ConnectWise. I handle the field mapping, data transformation, and workflow redesign.

Autotask to ConnectWise

Moving to ConnectWise for ecosystem access? I configure it right from day one so you don't inherit the usual setup problems.

HaloPSA to ConnectWise

Less common, but I handle it. If your MSP needs the ConnectWise ecosystem, I migrate cleanly and configure properly.

The honest truth about timelines

I won't tell you a migration takes two weeks when it takes eight. Here's what realistic timelines look like:

Small MSP (under 20 employees)

4-6 weeks

Simpler configurations, fewer integrations, smaller data volumes. Still requires proper planning and training.

Mid-size MSP (20-50 employees)

6-10 weeks

More complex workflows, multiple service boards, deeper integration requirements, and larger data migration scope.

Large MSP (50+ employees)

10-16 weeks

Complex multi-department workflows, extensive custom integrations, large data volumes, and phased rollout requirements.

These are real timelines based on actual migrations. Anyone promising a full migration in two weeks is cutting corners you'll pay for later.

Let's plan your migration

I'll assess your current setup, map the migration scope, and give you a realistic timeline and cost before any work begins.

Let's Plan Your Migration