Use Case: Syncing Client Users into Your PSA for Seamless Support

Keep your PSA contacts up to date for effective support

The Problem: Missing or Outdated Client User Data in Your PSA

Managing client support becomes difficult when your PSA tool doesn’t have accurate and up-to-date user information. Challenges include:

  • Manual Data Entry: Adding or updating users in your PSA tool is tedious and error-prone.
  • Delayed Support: Missing user details slow down ticket creation and resolution, impacting service quality.
  • Fragmented Systems: Disconnected data between Microsoft 365 and your PSA tool leads to inefficiencies and frustration for technicians and clients alike.

These inefficiencies can waste valuable time, create confusion, and reduce client satisfaction.

The Solution: Automatic User Sync with Sync 365

Sync 365 solves this problem by automatically syncing user data from Microsoft 365 to your PSA tool (like ConnectWise Manage or Autotask). With accurate and up-to-date client user information, your team can provide faster, more effective support.

Key Features

  • Automated User Data Sync: Sync 365 ensures that all user details from Microsoft 365 are synced daily into your PSA, eliminating the need for manual updates. With flexible configuration options, you can sync contacts based on specific parameters such as department, state, office, or site, ensuring your PSA reflects the exact structure of your clients’ organizations.
  • Support-Ready User Information: Create tickets effortlessly with complete user profiles available at your fingertips.
  • Streamlined Client Management: Keep user data accurate and consistent across systems, improving efficiency for your technicians.
  • Proactive Updates: Any new users, deletions, or changes in Microsoft 365 are reflected in your PSA automatically.

Proof in Action: The Sync 365 Difference

“Having every client user accurately synced into our PSA has saved us hours of admin work and improved response times significantly.”
– Karen L., Service Desk Manager

  • Time Savings: MSPs report saving 1-5 hours weekly by eliminating manual data entry.
  • Faster Ticket Resolution: Access to complete and accurate user data reduces delays in resolving client issues.
  • Improved Client Satisfaction: Clients value faster, smoother support interactions enabled by better data.

Real-Life Scenarios: Sync 365 in Action

  • Scenario 1: Automatic Sync for New Client Onboarding
    When onboarding a new client, Sync 365 automatically pulls all their user information from Microsoft 365 into the PSA. Technicians have immediate access to complete user data for tickets and account setup, reducing onboarding time by hours.

  • Scenario 2: Accurate User Details for Faster Support
    A technician receives a support request for a user. With Sync 365, all relevant user data (email, mobile, and more) is already in the PSA, allowing the ticket to be resolved quickly without delays caused by incomplete information.

  • Scenario 3: Proactive Data Updates for User Changes
    When a client adds or removes users in Microsoft 365, Sync 365 automatically syncs the changes to the PSA, ensuring your system stays up-to-date without any manual intervention.

Make Client Support Effortless with Sync 365

With Sync 365’s Automatic User Sync, you can eliminate data silos, speed up ticket resolution, and improve client satisfaction—all while saving time and reducing errors.

Ready to streamline client management and support operations?
Get Started with Sync 365

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