Prepare for a switch
Keep useful Autotask PSA history available while teams learn a replacement system.
MSP PSA · Vendor guide hub
Autotask PSA export, import and migration guides
Explore native tools for moving Autotask PSA records, preparing a usable archive and recovering deleted information.
Choose a native Autotask PSA workflow
Work through an outage
Look up a previously captured ticket, customer, or billing record while the source is unavailable.
Review an absent record
Open the last captured version of a record after it no longer appears in a later successful backup.
Records to assess
Autotask PSA business-record context
- Tickets and ticket notes
- Companies and contacts
- Time entries
- Contracts and billing records
Native reports are useful for tabular analysis, while related notes and child resources require separate coverage.
Backup preparation
- Create API-only user, secret, and integration code using least privilege.
- Add the tenant, region, or subdomain details described in the credential guide.
- Validate the connection and choose supported record groups.
- Run a manual backup, then review collection results before relying on the snapshot.
Plan the full data lifecycle
Choose a native export method, check the destination importer, and validate a sample before cutover. Preserve readable source history for later client questions.
Invitation only
Keep Autotask PSA history within reach
BackupPSA is invitation only. Join the waitlist and we’ll contact you about your invitation.