Microsoft 365 Contact Sync for MSP PSAs

Microsoft 365 Contact Sync for MSP PSAs

Sync 365 helps MSPs keep Microsoft 365 user and contact data aligned with supported PSA workflows.

Why contact sync matters

When Microsoft 365 and the PSA drift apart, technicians lose time, billing questions become harder to answer, and customer records become less reliable.

  • Reduce manual contact updates.
  • Frustration when clients ask about billed users, and you can’t easily show them?
  • Improve visibility into billed users and related licence data.

Keeping contact data consistent and accurate shouldn’t be this difficult.

The Solution: Seamless Microsoft 365 Contact Sync for MSP PSAs with Sync 365

With Microsoft 365 Contact Sync for MSP PSAs, Sync 365 bridges the gap between Microsoft 365 and your PSA tool (like ConnectWise Manage or Autotask). Keep your contact data updated, improve transparency with clients, and prepare for future enhancements like tenant MFA reviews.

Benefits of Microsoft 365 Contact Sync for MSP PSAs

  • Daily contact sync:
    Keep user and contact records more current with less manual admin.

  • Optional update behaviour:
    Support update workflows for existing records based on setup.

  • Filtering and mapping:
    Support site mapping and other rules that help the PSA reflect how your customers are structured.

What’s the Trade-Off?

While Microsoft 365 Contact Sync for MSP PSAs automates updates, optimizing its benefits requires accurate initial data and configuration. With Sync 365’s guided setup, you’ll get it right the first time.

Related workflows

“Microsoft 365 Contact Sync for MSP PSAs has saved us hours of admin work while giving our clients confidence in what they’re being billed for. It’s streamlined our processes and built trust with our customers.”
– Jamie L., MSP Owner

  • Time Savings: MSPs report saving 3+ hours weekly by automating contact updates.
  • Improved Transparency: Clients appreciate seeing exactly who is tied to each license, reducing billing queries by 25%.
  • Future-Ready Security: Early adopters are excited about the upcoming MFA review feature for added security assurance.

Stay Synchronized and Secure: Try Microsoft 365 Contact Sync for MSP PSAs Today

With Sync 365’s Microsoft 365 Contact Sync for MSP PSAs, you can keep your systems aligned, save time, and deliver transparency to your clients—all while laying the groundwork for improved tenant security.

Ready to elevate your contact management and client trust?

Ready to take your business to the next level?

Request a demo of any of our products today and see how they can help you streamline your operations & boost revenue!

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