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Custom PSA Integration Checklist

There are no prerequisites required to integrate a Custom PSA solution other than a sound working knowledge of N-central (configuration, notifications, templates, and APIs) and a thorough understanding of your Custom PSA solution. The latter will be especially important, as there are many different types of ticketing systems available with differing functionality and implementation requirements.

To streamline the process and get you up and running, follow the steps in the order listed in the checklist below.

Check each step as you work through the process

Step 1 – Review How Custom PSA Integration Works.

Step 2 – Configure MSP N-central settings:

 

Step 2-1 - Configure Custom PSA Integration Settings.

 

Step 2-2 - Choose Customers for Custom PSA Integration.

 

Step 2-3 - Configure Custom PSA Ticketing Recipients.

Step 2-4 - Configure the PSA Integration Message Template.

Step 3 – Parse data from email notifications.

Step 4 – Configure your PSA to communicate with MSP N-central.

Step 5 – Create tickets in MSP N-central.