Documentation for MSP owners
PSA export, import, migration and deleted record history
Get your client data out, prepare it for the next system, and keep the history your team needs. Start with the native vendor workflow, then plan your archive and validation.
Browse documentation by task
PSA Data Export (47 guides)
- Plan PSA archive retention and access
- Ticket history: preserve the conversation around the work
- How to back up Autotask PSA data
- Export Autotask tickets, contacts and business data
- Create Autotask PSA API credentials for backup
- How to back up ConnectWise PSA data
- Export ConnectWise PSA data
- Create ConnectWise PSA API credentials for backup
- How to back up NinjaOne data
- Export NinjaOne data
- Create NinjaOne API credentials for backup
- How to back up Syncro data
- Export Syncro data
- Create Syncro API credentials for backup
- How to back up Atera data
- Export Atera data: tickets, contacts and device lists
- Create Atera API credentials for backup
- How to back up SuperOps data
- Export SuperOps data
- Create SuperOps API credentials for backup
- How to back up HaloPSA data
- Export HaloPSA data
- Create HaloPSA API credentials for backup
- How to back up Freshdesk data
- Export Freshdesk data
- Create Freshdesk API credentials for backup
- How to back up Zendesk data
- Export Zendesk data
- Create Zendesk API credentials for backup
- How to back up Kaseya BMS data
- Export Kaseya BMS data
- Create Kaseya BMS API credentials for backup
- How to back up RepairShopr data
- Export RepairShopr data
- Create RepairShopr API credentials for backup
- How to back up Freshservice data
- Export Freshservice data
- Create Freshservice API credentials for backup
- How to back up Jira Service Management data
- Export Jira Service Management data
- Create Jira Service Management API credentials for backup
- How to back up Zoho Desk data
- Export Zoho Desk data
- Create Zoho Desk API credentials for backup
- How to back up Zoho Billing data
- Export Zoho Billing data
- Create Zoho Billing API credentials for backup
PSA Data Import (16 guides)
- Import Autotask data with CSV templates
- Import ConnectWise PSA companies and contacts
- Import HaloPSA data: users, tickets and templates
- Import data into Syncro: choose the source-specific importer
- Import Atera data: CSV templates and ticket migration
- Import data into SuperOps: clients, sites and requesters
- Import Freshdesk data: contacts, companies and ticket history
- Import tickets into Zendesk: historical data and comments
- Import data into Kaseya BMS: Excel and migration services
- Import RepairShopr customers: CSV preparation and validation
- Import data into Freshservice: partner bulk migration APIs
- Import Jira Service Management Cloud data from CSV
- Import Zoho Desk data: module CSVs, Zwitch and assisted migration
- Import data into Zoho Billing: files, mapping and preview
- Import NinjaOne end users and ticketing contacts
- Import NinjaOne Documentation from CSV
PSA Migration (5 guides)
Deleted Record History (7 guides)
- Zendesk deleted records: recovery and history
- Freshdesk deleted records: recovery and history
- Zoho Desk deleted records: recovery and history
- NinjaOne deleted records: recovery and history
- Syncro deleted records: recovery and history
- Atera deleted records: recovery and history
- Jira Service Management deleted records: recovery and history
Using BackupPSA
Prepare credentials, capture useful history, and plan how long your MSP needs to retain it. BackupPSA is available by invitation; join the waitlist for access.
Backup preparation, credentials and retained history
- Plan PSA archive retention and access
- Ticket history: preserve the conversation around the work
- How to back up Autotask PSA data
- Create Autotask PSA API credentials for backup
- How to back up ConnectWise PSA data
- Create ConnectWise PSA API credentials for backup
- How to back up NinjaOne data
- Create NinjaOne API credentials for backup
- How to back up Syncro data
- Create Syncro API credentials for backup
- How to back up Atera data
- Create Atera API credentials for backup
- How to back up SuperOps data
- Create SuperOps API credentials for backup
- How to back up HaloPSA data
- Create HaloPSA API credentials for backup
- How to back up Freshdesk data
- Create Freshdesk API credentials for backup
- How to back up Zendesk data
- Create Zendesk API credentials for backup
- How to back up Kaseya BMS data
- Create Kaseya BMS API credentials for backup
- How to back up RepairShopr data
- Create RepairShopr API credentials for backup
- How to back up Freshservice data
- Create Freshservice API credentials for backup
- How to back up Jira Service Management data
- Create Jira Service Management API credentials for backup
- How to back up Zoho Desk data
- Create Zoho Desk API credentials for backup
- How to back up Zoho Billing data
- Create Zoho Billing API credentials for backup
Browse by vendor
Start with your current platform. Each vendor group includes its published guides and verified migration directions.
Autotask PSA
Export guides
Import guides
Migration guides
Supporting guides
ConnectWise PSA
Export guides
Import guides
Migration guides
Supporting guides
NinjaOne
Export guides
Import guides
Recovery guides
Supporting guides
Syncro
Export guides
Import guides
Migration guides
Recovery guides
Supporting guides
Atera
Export guides
Import guides
Migration guides
Recovery guides
Supporting guides
SuperOps
Export guides
Import guides
Supporting guides
HaloPSA
Export guides
Import guides
Migration guides
Supporting guides
Freshdesk
Export guides
Import guides
Migration guides
Recovery guides
Supporting guides
Zendesk
Export guides
Import guides
Recovery guides
Supporting guides
Kaseya BMS
Export guides
Import guides
Supporting guides
RepairShopr
Export guides
Import guides
Supporting guides
Freshservice
Export guides
Import guides
Supporting guides
Jira Service Management
Jira Service Management guide hub