PSA integration: connect ConnectWise and HaloPSA to your accounts

For managed service providers and IT service businesses, the PSA is where the work happens. Tickets, agreements, projects and procurement are all managed there. But the money is counted somewhere else, in Sage, Xero or an ERP. When the two aren't connected, finance spends every billing run exporting invoices from the PSA, re-keying them into the ledger and then marking payments back off by hand.

PSA integration connects service delivery to finance, so billing and reconciliation stop being a monthly chore.

What is PSA integration?

PSA integration is the automatic flow of data between your professional services automation platform and your accounting or ERP system. Zynk connects:

• PSA platforms such as ConnectWise, HaloPSA and Autotask
• Accounting and ERP such as Sage 50 UK, Sage 50 US, Sage 50 CA, Sage 200, Xero, QuickBooks, NetSuite and Microsoft Dynamics 365 Business Central

The PSA stays the place where your engineers and service managers work. The accounting system stays the place where finance works. Zynk keeps the records between them in step.

Why manual PSA billing breaks down

Most MSPs start by exporting from the PSA and importing into accounts. As client numbers grow, that becomes expensive:

• Re-keying at every billing run. Invoices, credit notes and purchases are typed into the ledger a second time.
• Duplicate records. Clients and suppliers are set up in both systems and drift apart over time.
• Payments out of sync. Receipts recorded in accounts don't reach the PSA, so service teams can't see who has paid.
• Margin blind spots. Agreements, projects and procurement costs are hard to reconcile against what was actually invoiced.
• Errors in client billing. Manual handling is where mistakes creep in, and billing errors damage client relationships.

What you can sync

ConnectWise integration with Zynk can export companies, contacts, agreements, billing cycles, invoices, accounting batches, projects, activities, catalog items and purchase orders, and import invoice payments back into ConnectWise.

HaloPSA integration can move customers, suppliers, products, sales orders, purchase orders and invoices in both directions, and import invoice payments, so HaloPSA and your ERP reconcile against each other.

Autotask integration can retrieve and upload accounting batches and general ledger batches, handle service agreement details, and move invoices, purchase orders and supplier data.

How PSA accounting integration works with Zynk

1. Connect your PSA and finance system. For example, ConnectWise Manage and Sage 50, or HaloPSA and Xero.
2. Map clients, suppliers and items. Match companies, products and nominal codes between systems so every transaction lands in the right place.
3. Move billing into the ledger. Unposted invoices and procurements flow from the PSA into accounts as sales invoices, credit notes, purchase orders or bills.
4. Bring payments back. Receipts recorded in accounts return to the PSA as invoice payments, so both teams see the same balance.

Every transfer is logged, and errors are flagged so they can be fixed before the next billing run. Zynk is low-code, so changes to your process take minimal development time.

What to look for in PSA integration software

• Connectors for your PSA and your accounting system, including regional versions such as Sage 50 UK, US and CA
• Two-way sync, so payments come back to the PSA and not just invoices out
• Support for procurement and purchase orders, not only sales invoices
• Handling of accounting batches, so the PSA knows what has been posted
• Clear logs and error alerts you can act on
• Room to connect CRM, ecommerce or other systems later on the same platform, for example through CRM integration

Get started with a template

If you run ConnectWise Manage and Sage 50, a ready-made template gets you started quickly: ConnectWise to Sage 50 UK, ConnectWise to Sage 50 US and ConnectWise to Sage 50 CA. Each moves companies, invoices and procurements into Sage and returns payments to ConnectWise.

For HaloPSA to Sage or Xero, or Autotask to your ledger, talk to our team about your setup. See all integrations to check your systems, or browse templates for other pre-built connections.