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PSA Connection

Use the PSA Connection view to set up, edit and disconnect one of the available PSA Connections in ESET PSA plugin.

Available PSA Connections:

Autotask PSA

ConnectWise PSA

HaloPSA


important

Self-hosted PSA environments

Self-hosted PSA environments are currently not supported. We are actively working on a solution to bring official support for this type of configuration.

psa_plugin_settings_psa_connection_01

Set up a PSA Connection

1.Select Connection Settings > PSA Connection.

2.Select the available PSA Name from the drop-down menu. PSA Connection-specific required fields appear.

3.Fill in all the required fields.

4.Click Test Connection.

A PSA Connection window appears when the connection is successful, together with Edit and Disconnect (refer to the Autotask PSA example below).

psa_plugin_settings_psa_connection_details_01

Edit PSA Connection

1.Select Connection Settings > PSA Connection.

2.Click Edit.

3.Edit and fill in all the required fields.

4.Click Test Connection.

Disconnect PSA Connection


warning

Related settings removal

Disconnecting from the PSA Connection in your ESET PSA plugin will also remove other settings related to the PSA connection (for example, your Mappings for Customers and Solutions). This action cannot be undone.

1.Select Connection Settings > PSA Connection.

2.Click Disconnect.

psa_plugin_settings_psa_connection_disconnect_01

3.In the next window, confirm your selection and click Disconnect or click Cancel to keep the current PSA Connection connected.