Hey there! In this article, we'll run through the steps to modify and delete a PSA integration from your Backup Radar account.
Note: Deleting a PSA integration is not reversible and will unlink all existing tickets, as well as disable both automatic ticketing and ticketing on failure. In some cases, you may wish to simply modify your PSA sync settings instead.
Modifying your PSA Sync Settings
If you wish to modify your PSA sync settings (for example, to switch your ConnectWise storage settings from on-premises to Cloud), this can be done in just a few steps.
1. In your Backup Radar account, click Integration > PSA integration.
2. Under the PSA Integration tab, click Settings.
3. Modify your PSA credentials as needed and click Save.
Modifying your PSA Sync Filters
If you would like to modify your PSA sync filters (such as your company types, company statuses, and so on), this can be done in just a few steps.
1. In your Backup Radar account, click Integration > PSA Integration.
2. Under Sync Filters, click Show.
3. Make your desired changes to your PSA sync filters and click Update Filters.
Deleting your PSA Integration
If you're moving to another PSA or a non-PSA ticketing option, or experiencing technical issues that cannot be resolved by modifying your integration settings and/or filters, the first thing you'll want to do is delete your existing PSA integration.
1. In your Backup Radar account, click Integration > PSA Integration.
2. Under the PSA Integration tab, click Delete PSA Integration.
3. In the Delete Ticketing Source window, click Yes, Delete.
Note: This action is not reversible and will unlink all existing tickets, as well as disable both automatic ticketing and ticketing on failure.
4. Once you have successfully deleted your ticketing source, your PSA Integration tab will only display a Configure button.
What's next?
To integrate a supported PSA with your Backup Radar account, follow the steps in one of the following articles:
• Integrating with ConnectWise Manage
• Integrating with Datto Autotask
• Integrating with HaloITSM PSA
• Integrating with HaloPSA
• Integrating with Kaseya BMS
• Integrating with ServiceNow
• Integrating with Syncro MSP
To integrate an unsupported PSA or a non-PSA ticketing option with your Backup Radar account, follow the steps in the following article: How To Set Up Custom Email Notifications.
Any questions? Reach out to our friendly, neighborhood support team by submitting a support ticket.