PSA Migration guide
Migrate ConnectWise PSA to Syncro
Plan ConnectWise PSA to Syncro migration using the official importer, source preparation, scope checks, pilot validation and cutover.
On this page
Use the documented ConnectWise PSA to Syncro route
Prepare the ConnectWise company name, regional or self-hosted API host, public/private keys and registered client ID. The tool is maintained by Syncro. See ConnectWise Importer.
Decide what transfers and what stays in the archive
The importer covers selected company/contact data, ticket summary/number/date and note text/creator/date. Syncro documents safe restart after an interrupted import without duplicate records. Confirm attachment bytes, internal-note visibility, inactive-agent mapping, time entries, custom fields and original dates against your required record inventory. Assign an archive location and owner to each item outside the agreed transfer scope.
Prepare both sides
Use the ConnectWise PSA export guide to retain a source copy and the Syncro import guide for destination preparation. Keep a crosswalk of customer, person and ticket IDs, including any destination IDs created during the pilot.
Validate a representative pilot
Treat restart behavior as specific to this importer. Confirm how later changes to an already transferred ticket are handled before planning a final pass. Inspect a long conversation, private note, attached file, custom status and inactive technician. Compare source and destination from a service-agent view and a requester view, and save the results with the job record.
Agree on cutover and final changes
Document the last source export, the final import batch and the person approving the reconciliation. Confirm whether the selected tool updates previously imported records or requires another approach for changes after the initial pass. Keep source access until counts, relationships, visibility and files have been accepted.
Move inbound channels and automation at the agreed time. Give staff the ID crosswalk and readable historical archive. Follow the PSA migration checklist for the shared cutover steps and the migration archive use case for later access.
Prepare the regional source connection
Syncro’s ConnectWise Importer guide documents the API Member connection, company identifier and regional source host. Use the API Member licensing model described there instead of allocating an ordinary technician login by assumption. Check the source host and security role before retrying an authentication failure. Preserve the importer’s documented restart rules separately from any later update requirements.
Preserve history through a platform change
Keep old service conversations accessible after cutover. Join the waitlist for invitation-only BackupPSA access.