Knowledge Base
Propel Your MSP
Information about Propel Your MSP, its update, use and other information
Recent Articles
Ensure PSA-Imported Agreements Are Properly Budgeted
When importing agreements from your PSA into PropelYourMSP, It's crucial to ensure your PSA-imported agreements are accurately reflected in your client’s budget. Here are two common challenges and how to address them: 1. Agreement End Dates If your ...New Asset Categories for Better Client Presentations and Budgets
Creating asset categories in PropelYourMSP is a simple yet powerful feature that enhances your IT planning and presentations. Here are two key reasons why you should consider leveraging this capability: Highlight Key Assets During Presentations ...Tips for Fixing Missing Asset Information (purchase & expiration dates)
Step 1: Check for Missing Asset Information When starting a new budget, first review the Assets section of the budget. A “Missing Info” section will automatically appear if any assets have incomplete information. This feature flags issues (missing ...How to create an HaloPSA API User
Connect your HaloPSA Instance to Propel Your MSP To connect your HaloPSA instance to Propel Your MSP, you will need the following information: Your instance's domain name (typically something like yourcompany.halopsa.com) The API's Client ID and ...Autotask PSA: Import Manufacturer and Model Number from the Autotask Product
Autotask PSA Propel Your MSP, if no User Defined Field has been set in PSA Integration / Asset Mapping , will now import the Manufacturer and Model Number from the Autotask Product assigned to the Configuration Item. This often has more ...
Popular Articles
How to create a ConnectWise Manage API Member Key?
Connect your ConnectWise Manage Instance to Propel Your MSP To connect your ConnectWise Manage instance to Propel Your MSP, you will need the following information: Your instance's domain name (typically connect.yourcompany.com) The Company ID ...Creating Good MS Word Templates
Propel Your MSP allows you to customize the MS Word .dotx template used when generating reports so you can brand them to your company colors and add your logo for example. Here are a few things to know when customizing the template in order to ...How to reset a Company's vCIO Process to the Account Master template?
A Company's vCIO Process can be customized to differ from the Account's Master Template. To reapply the Account's default template and remove any customization, do the following: Delete (not Cancel) all items Temporarily change the Company's vCIO ...Reusing Audit Questions & Client Status
An update to the Audit Questionnaires has been released to allow reusing the same question in multiple questionnaires. Watch the video to learn more. It is now possible to reuse audit questions and audit sections in multiple questionnaires. This ...PropelLive: a Web Presentation View
We are excited to announce "PropelLive": our new Web Presentation View. This new feature offers a more virtual-meeting-friendly alternative to the traditional MS Word document generation for your IT Plan presentations. Here's what you can expect: ...