Connect TopLeft to Your PSA
How TopLeft sends and receives data from PSAs
- Force Immediate Data SynchronizationTopLeft synchronizes data with your PSA periodically and when your PSA informs TopLeft records have changed.
- Understanding Data SynchronizationHow often TopLeft copies tickets and other records from your PSA, and how changes made in TopLeft reach the PSA.
- Audit Changes in TopLeftTopLeft has an audit log to view changes made to cards.
ConnectWise
- Configure ConnectWise PSA Security Roles and API MembersTopLeft needs access to your ConnectWise Manage application to download tickets, projects, members, and other records used to display your data.
- Use ConnectWise Member API Keys in TopLeftTopLeft can make changes to tickets, projects, and other records as if an individual ConnectWise member made the change in the ConnectWise application.
- Limit the ConnectWise Boards Synced by TopLeftTo stay up-to-date with ConnectWise, TopLeft performs regular ticket syncs.
- Change How Long TopLeft Keeps Closed ConnectWise TicketsMost MSPs have many thousands of closed tickets that are no longer useful to show in TopLeft.
- Use TopLeft in a ConnectWise TabTopLeft boards can be embedded in ConnectWise Manage as a tab so managers and technicians don't need to leave ConnectWise to use it.
- Use TopLeft in a ConnectWise Custom Menu EntryTopLeft boards can be embedded in ConnectWise Manage as a custom menu entry so managers and technicians don't need to leave ConnectWise to use it.
- Configure Emails Sent to ConnectWise ContactsIn TopLeft, technicians can send notes and time entries to ticket contacts.
- Restrict TopLeft's Access to ConnectWise BoardsYou can restrict TopLeft from having access to some boards within ConnectWise.
- Use ConnectWise Priority Colours On TopLeft TicketsTopLeft shows the priority of a ticket by the colour of the bar on the left side of the card.
- Understand ConnectWise Opportunity Stages and StatusesWhy a ConnectWise sales board shows no stages, and how opportunity stages and statuses differ.
- Disable Contact Communication Methods SynchronizationIn TopLeft technicians can send notes and time entries to ticket contacts using the contact's email as recorded in ConnectWise.
Autotask
- Configure Autotask API UserTopLeft needs access to your Autotask application to download tickets, projects, resources, and other records used to display your data.
- Configure Ticket Callouts for AutotaskTo keep tickets up-to-date in TopLeft when a change is made in Autotask, configure ticket callouts.
- Impersonate Autotask Resources from TopLeftTopLeft supports Autotask resource impersonation.
- Limit the Autotask Queues Synced by TopLeftTo stay up-to-date with Autotask, TopLeft performs regular ticket syncs.
- Confirm Browser Settings for AutotaskWhen you click a card title (in the old UI), or click a card's "Open in Autotask" link (in the new UI), TopLeft opens a new browser window with the record open in Autotask.
- Configure Emails Sent to Autotask ContactsIn TopLeft, technicians can send notes and time entries to ticket contacts.
- Customize Autotask Ticket Priority ColoursTopLeft shows the priority of a ticket by the colour of the bar on the left side of the card.
- Change How Long TopLeft Keeps Completed Autotask TicketsMost MSPs have many thousands of closed tickets that are no longer useful to show in TopLeft.