Choose which companies to sync

Your PSA holds more than your clients: prospects, vendors, partners, and types of your own. Choose which of them become organizations in Knowpoint.

#Choose the types

1. In Admin → Integrations, open your Autotask PSA or ConnectWise PSA connection. A new connection needs saving and a Test connection first.
2. Under Companies to sync, Knowpoint lists your PSA's company types, your own ones included, and how many companies each has. For example:
   • ☑ Customer (84 companies)
   • ☐ Prospect (212 companies)
   • ☐ Managed Client (40 companies)
3. Tick the types to sync, then select Save.

The first time, Knowpoint ticks the types that look like your clients (Customer in Autotask, Client in ConnectWise). Check them before you save: if your clients are filed under a type of your own, tick that one.

Until you save a choice here, a connection keeps syncing what it did before: in Autotask, customers only; in ConnectWise, the company type it was set to, or every company. If you save with no type ticked, syncing companies stops with Choose which types of companies to sync until you tick one.

#Changing your mind

Tick or untick types and save at any time. The next sync brings in companies of newly ticked types. Organizations that came from a type you untick stay in Knowpoint with their documentation, but stop being updated from the PSA.

Autotask counts only active companies, and ConnectWise only companies that aren't deleted.