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.

Related Articles
- How to Get ConnectWise PSA Credentials to Connect with XTEN-AV
- How to Sync a Particular Project in ConnectWise PSA
- How to Sync Forecast Amounts in ConnectWise PSA
- How to Sync ConnectWise PSA Opportunities with XTEN-AV
Updated on: 09/07/2026
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