Prepare for a switch
Keep useful ConnectWise PSA history available while teams learn a replacement system.
MSP PSA · Vendor guide hub
ConnectWise PSA export, import and migration guides
Explore native tools for moving ConnectWise PSA records, preparing a usable archive and recovering deleted information.
This covers ConnectWise PSA, formerly Manage—not ConnectWise RMM, Automate, or ScreenConnect.
Choose a native ConnectWise 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
ConnectWise PSA business-record context
- Service tickets and notes
- Companies and contacts
- Time entries
- Agreements and invoices
Report Writer exports answer selected reporting questions; REST resources preserve richer linked operational context.
Backup preparation
- Create member public/private keys plus client ID 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 ConnectWise PSA history within reach
BackupPSA is invitation only. Join the waitlist and we’ll contact you about your invitation.