How to sync accounts from ConnectWise PSA to XTEN-AV?
Go to the 'Settings' option, in the top right profile area. Once you click on it, you will find the 'ConnectWise PSA' option under the 'Integrations' tab. Select the 'Accounts’ option.
Choose Accounts that you would like to be pulled (downloaded) from ConnectWise PSA into your XTEN-AV account by clicking on the 'Pull Accounts' button and click on the submit button.
Click on the ‘Sync Account’ button. Once clicked on it all your All chosen accounts from ConnectWise PSA will be visible on the XTEN-AV account.
Choose Accounts that you would like to be pulled (downloaded) from ConnectWise PSA into your XTEN-AV account by clicking on the 'Pull Accounts' button and click on the submit button.
Click on the ‘Sync Account’ button. Once clicked on it all your All chosen accounts from ConnectWise PSA will be visible on the XTEN-AV account.
Updated on: 03/26/2025
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