PSA Data Import guide
Import ConnectWise PSA companies and contacts
Start with ConnectWise company and contact imports, then assess the officially listed Help Desk Migration service for historical records.
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Start with company and contact imports
ConnectWise publishes a Company and Contact Import guide for structured business records. Obtain the current templates through your authenticated documentation account before preparing CSV or Excel files. Public access redirects to authentication, so exact matching rules, field limits and permission steps need that current guide.
Assess the officially listed historical migration option
The ConnectWise Marketplace listing for Help Desk Migration identifies a third-party service for moving historical data into ConnectWise. It is partner-operated; the listing states that it is not ConnectWise Invent certified. Use its demonstration and mapping process to agree source-specific scope rather than treating a listing as a guarantee that every field transfers.
Prepare a representative sample
Include a company with multiple contacts, an inactive agent, a closed ticket, a private note, time entries and an attached file. Preserve source IDs and choose a destination field for the legacy ticket number. Ask the selected provider for the actual handling of original dates, internal visibility and files where current documentation does not establish it.
Approve retries and final changes
Record what the tool creates, updates or skips. Agree how the final pass handles work received after the pilot, and how failed files are repaired. Preserve the original exports until users can locate the expected records and relationships in the destination.
Use PSA Data Import, the source export guides and PSA Migration to plan the project. The ConnectWise hub also links source export and credential preparation.
Prepare the company and contact spreadsheet
Use the current Company and Contact Import guide and its official template through your documentation account. This guide covers ConnectWise PSA, formerly Manage. Company records and the contacts associated with them must be mapped together.
Keep a source-to-template mapping for company identity, contact identity, destination lookup fields and duplicate handling. Confirm accepted CSV/Excel formats, client requirements, permissions and batch limits in the current authenticated instructions. Retain a pristine vendor template and test a company with several contacts before expanding the import. Bulk contact searches and company/contact spreadsheet searches refer to this same task.
Keep source history within reach
Keep your original source history within reach while preparing destination data. Join the waitlist for invitation-only BackupPSA access.