Migrate your ConnectWise PSA data
Enterprise PSA platform for MSPs that bundles ticketing, billing, RMM, and remote access into one stack. The ecosystem depth is unmatched, but the 2024 API restriction and opaque pricing make migrations out significantly harder than migrations in.
In its favor
Why people choose ConnectWise PSA
The signal that keeps ConnectWise PSA on the shortlist. Sourced from G2, Capterra, and customer scoping calls.
Native integration between ConnectWise PSA, ScreenConnect, and the broader ConnectWise RMM ecosystem eliminates the need to manage separate vendor relationships for ticketing, remote access, and monitoring.
The platform's cloud billing engine consolidates Microsoft 365, Azure, Cisco Meraki, and Cisco Webex into a single invoice per client, reducing the administrative overhead of multi-vendor billing for MSPs managing hundreds of end-customer accounts.
Customer Portal provides per-company branding with client-domain subportals and company-specific knowledge bases, which MSPs cite as a differentiator for client-facing service delivery.
A single PSA that covers ticketing, time tracking, project management, opportunity management, and financial reporting reduces the number of disconnected tools an MSP has to maintain and reconcile.
ConnectWise PSA's broad third-party integration marketplace means most MSP tool stacks have a certified connector available, reducing custom integration work during initial implementation.
Onboarding timelines frequently extend 4-6 months before the platform is fully operational, with discovery calls, specialist assignment, and iterative configuration consuming significant internal resources before any value is realized.
ConnectWise pricing is quote-based and opaque; first-year costs commonly run 40-80% above base licensing once implementation, training, and bundled product costs are factored, leading to sticker shock at renewal.
Community and Reddit reports consistently cite contract inflexibility and difficulty exiting, with customers describing situations where they felt locked into multi-year commitments with limited negotiation leverage.
The learning curve is steep enough that many MSPs report 30-40% reduced technician productivity during the first 3-6 months of adoption, which erodes the ROI justification during the ramp period.
ConnectWise's 2024 API terms of service change that prohibits data export to competing PSA platforms fundamentally undermines exit planning, making it difficult to move data to alternatives like HaloPSA or Syncro.
Reasons to switch
Why people leave ConnectWise PSA
The recurring reasons buyers give for replacing ConnectWise PSA. Presented as facts, not knocks.
Platform scorecard
Strengths, weaknesses, and where ConnectWise PSA fits
Grades across six dimensions, plus a SWOT-style view of where the platform shines and where it falls short.
SWOT — strengths, weaknesses, and use-case fit
Strengths
Weaknesses
Where it works
Where it struggles
Pricing tiers
ConnectWise PSA pricing overview
ConnectWise PSA uses opaque, quote-based pricing with no publicly published tier matrix. Community estimates suggest $60-85 per user per month for mid-market MSPs, but first-year total costs commonly run 40-80% higher than base licensing once implementation, training, and bundled product costs are factored in. The platform does not publish pricing on its website and requires a sales conversation to receive a quote.
Basic
Tier 1 of 3
Quote-based (~$60-85/user/month community estimate)
What's included
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Book a free 30 minute consultationPricing is informational. FlitStack AI does not bill on ConnectWise PSA's schedule — see our quote-based pricing →
What gets migrated
ConnectWise PSA object support
Object-by-object support for ConnectWise PSA migrations. Per-pair details surface during scoping.
Companies
Fully supportedCompanies are the top-level customer records in ConnectWise PSA and include billing addresses, service board assignments, and portal branding settings. We migrate them with full address and custom property coverage, but we flag any co-branding configuration settings that may need manual reapplication in the destination.
Contacts
Fully supportedContacts are associated with Companies and carry email, phone, title, and site location data. We map them directly and preserve the Company-Contact relationship in the destination. Sub-contacts and their addresses are included in the standard migration scope.
Tickets
Fully supportedTickets are the core service record and include summary, number, status, priority, board assignment, and creation date. We export tickets with their notes and time entries attached. Ticket activity logs and internal communications are flattened into a structured notes field during migration.
Projects
Mapping requiredProjects in ConnectWise PSA bundle tasks, milestones, and billing under a single header. We preserve project hierarchy and task relationships but note that custom project templates may require field-level mapping to align with the destination's project schema.
Time Entries
Fully supportedTime entries are linked to tickets, projects, or stand-alone. We capture work date, hours, work type, billing flag, and technician assignment. Time entries without an associated ticket are migrated as standalone records in the destination.
Assets
Mapping requiredAssets track hardware and software under Companies, including serial numbers, purchase dates, and contract associations. We map the core asset fields; however, asset-discovery data populated by ConnectWise RMM agents may not transfer cleanly if the destination does not have an equivalent RMM integration.
Service Boards
Mapping requiredService Boards define ticket routing, SLA rules, and workflow states per team or customer group. We export board configuration and stage names but recommend a manual review of SLA thresholds during destination configuration, as SLA terms vary by customer contract.
Knowledge Base Articles
Mapping requiredKB articles are nested under Companies in ConnectWise PSA, supporting per-client documentation portals. We export article text and category structure. Where the destination uses a flat KB model, we collapse the company-specific hierarchy and flag which articles require re-association post-migration.
Opportunities
Mapping requiredOpportunities track the sales pipeline with stage, probability, and owner assignment. We migrate open opportunities with stage history preserved as a custom field array. Closed-won and closed-lost opportunities are migrated as historical records with their final stage status.
Invoices
Mapping requiredConnectWise PSA generates invoices from time entries, project milestones, and product line items. We export invoice headers, line items, and payment status. Open invoices are migrated with their outstanding balance; historical paid invoices are migrated as closed records.
Users / Members
Mapping requiredUsers and members carry role assignments, email, and system permissions. We export the user roster with role names. Role mapping is destination-dependent because ConnectWise role names and permission structures do not map 1:1 to other PSA platforms.
Custom Fields
Mapping requiredConnectWise PSA allows extensive custom field definitions on Companies, Contacts, Tickets, and Projects. We identify all active custom field definitions during scoping and apply field-level mapping to ensure the destination's custom schema accommodates the migrated values.
| Object | Support | Notes |
|---|---|---|
| Companies | Fully supported | Companies are the top-level customer records in ConnectWise PSA and include billing addresses, service board assignments, and portal branding settings. We migrate them with full address and custom property coverage, but we flag any co-branding configuration settings that may need manual reapplication in the destination. |
| Contacts | Fully supported | Contacts are associated with Companies and carry email, phone, title, and site location data. We map them directly and preserve the Company-Contact relationship in the destination. Sub-contacts and their addresses are included in the standard migration scope. |
| Tickets | Fully supported | Tickets are the core service record and include summary, number, status, priority, board assignment, and creation date. We export tickets with their notes and time entries attached. Ticket activity logs and internal communications are flattened into a structured notes field during migration. |
| Projects | Mapping required | Projects in ConnectWise PSA bundle tasks, milestones, and billing under a single header. We preserve project hierarchy and task relationships but note that custom project templates may require field-level mapping to align with the destination's project schema. |
| Time Entries | Fully supported | Time entries are linked to tickets, projects, or stand-alone. We capture work date, hours, work type, billing flag, and technician assignment. Time entries without an associated ticket are migrated as standalone records in the destination. |
| Assets | Mapping required | Assets track hardware and software under Companies, including serial numbers, purchase dates, and contract associations. We map the core asset fields; however, asset-discovery data populated by ConnectWise RMM agents may not transfer cleanly if the destination does not have an equivalent RMM integration. |
| Service Boards | Mapping required | Service Boards define ticket routing, SLA rules, and workflow states per team or customer group. We export board configuration and stage names but recommend a manual review of SLA thresholds during destination configuration, as SLA terms vary by customer contract. |
| Knowledge Base Articles | Mapping required | KB articles are nested under Companies in ConnectWise PSA, supporting per-client documentation portals. We export article text and category structure. Where the destination uses a flat KB model, we collapse the company-specific hierarchy and flag which articles require re-association post-migration. |
| Opportunities | Mapping required | Opportunities track the sales pipeline with stage, probability, and owner assignment. We migrate open opportunities with stage history preserved as a custom field array. Closed-won and closed-lost opportunities are migrated as historical records with their final stage status. |
| Invoices | Mapping required | ConnectWise PSA generates invoices from time entries, project milestones, and product line items. We export invoice headers, line items, and payment status. Open invoices are migrated with their outstanding balance; historical paid invoices are migrated as closed records. |
| Users / Members | Mapping required | Users and members carry role assignments, email, and system permissions. We export the user roster with role names. Role mapping is destination-dependent because ConnectWise role names and permission structures do not map 1:1 to other PSA platforms. |
| Custom Fields | Mapping required | ConnectWise PSA allows extensive custom field definitions on Companies, Contacts, Tickets, and Projects. We identify all active custom field definitions during scoping and apply field-level mapping to ensure the destination's custom schema accommodates the migrated values. |
Gotchas
What to watch for in ConnectWise PSA migrations
Issues we've hit on past ConnectWise PSA migrations, tagged by severity. FlitStack AI handles every one — surfacing them up front because buyer engineering teams want to know.
API export restriction blocks migrations to competing PSAs
Onboarding delays can stretch 4-6 months before credentials
Service Board and SLA configuration is customer-specific
Knowledge base is company-nested, not flat
First-year pricing includes bundled implementation costs
| Severity | Issue |
|---|---|
| High | API export restriction blocks migrations to competing PSAs |
| High | Onboarding delays can stretch 4-6 months before credentials |
| Medium | Service Board and SLA configuration is customer-specific |
| Medium | Knowledge base is company-nested, not flat |
| Medium | First-year pricing includes bundled implementation costs |
Leaving ConnectWise PSA?
Where ConnectWise PSA customers move next
7 destinations ConnectWise PSA can migrate to.
How a ConnectWise PSA migration works
Four steps, ConnectWise PSA-specific
Connect
OAuth 2.0 with Client ID (requires ConnectWise Developer registration) into ConnectWise PSA. Scopes limited to read-only on the data we move.
Map
We translate ConnectWise PSA-specific structures (custom fields, objects, value lists) to the destination's model.
Sample
Test with a 50–200 record subset to validate ConnectWise PSA quirks before production.
Migrate
Full migration with ConnectWise PSA rate-limit handling. Rollback available throughout.
FAQ
ConnectWise PSA migration FAQ
Answers to the questions buyers ask most during ConnectWise PSA migration scoping. Not seeing yours? Book a call.
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Migrate ConnectWise PSA.
Without the rebuild.
Free scoping call with a migration engineer. Tell us about your ConnectWise PSA setup and destination — written quote back within a business day.