CRM Integrations

Our CRM integrations enable reseller and multi-tenant accounts to create customer accounts using data from your CRM system. By syncing information directly from your CRM, you reduce manual entry and ensure that customer profiles remain current and accurate. For a successful sync, please ensure that each account has at least one contact with a valid email address.

We currently support the following CRM providers:

• ConnectWise
• HubSpot
• Zoho

For step-by-step configuration instructions for each integration, please refer to the dedicated service articles.

1. Creating an integrated account
2. Mass create accounts from CRM

Creating an integrated account

After configuring a CRM integration, you can populate the account creation form with company data fetched from your CRM.

1. Navigate to the Create Account page (/msp_account_cu.php).
2. Click the magnifying glass icon next to the Org/Company Name text field to browse your CRM.
3. A dialog will appear. Search for the desired company and select it.
4. Once selected, a list of the company’s contacts will be fetched.
5. Choose a contact to be set as the account's primary admin, then click the Select button.
6. The account creation form will be automatically filled with the selected company and contact information.

Mass create accounts from CRM

If a valid CRM integration is configured, the Mass Create button will appear at the top-right of the Manage Accounts page (/msp_manage_accounts.php).

• Click Mass Create to navigate to the Mass Create page.
• The page will display a table with a row for each company fetched from the CRM.
• Use the checkboxes in the far-left column to select the companies you want to sync.
• Before an account can be synced, you must:
  • Select a feature package.
  • Choose a user from the company’s list of contacts.
• Optionally, using the buttons in the table's footer, you can mass-assign:
  • Feature packages
  • Expiration dates
  • License counts

Finalizing Account Creation

1. Once you have selected the accounts, click the Create Accounts button in the table’s footer.
2. A confirmation dialog will appear, allowing you to:
   • Choose whether to send a welcome email. If a welcome email is not sent, a random password will be generated for the selected users.
   • Review the welcome email that will be sent.
   • View the SMTP configuration used for sending the email.
3. Click the Confirm button to create the accounts.

The time required for account creation may vary depending on the number of accounts being processed.