Getting Started
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 ...
15-minute Demo / First Look
Propel Your MSP has three main modules or areas: Budget & Project Roadmap IT Audits (or Risk Assessments) vCIO Process (tracking)
Asset Category Setup
The asset categories control how the budget is constructed from the assets imported from the PSA. Types of Asset Categories Two levels of asset categories exist: Master Account Templates: they serve as the default versions applied on a company when ...
Getting Started - Main Screen - Company List
New Company Setup - Checklist
When propelling a new company for the first time, you should follow this checklist: Confirm the vCIO and Account Manager assignment Assign a vCIO Process to the company Check the quality of the asset data Confirm the Asset Mapping Fix up the RMM data ...
Getting Started - Getting Around (the sidebar)
The sidebar is the first thing to know about getting around in Propel Your MSP.
How to create an Autotask API User?
Connect your Autotask PSA Instance to Propel Your MSP To connect your Autotask PSA instance to Propel Your MSP, you will need the following setup: Setup a security role for the "Propel Your MSP" user Create an API User (Key & Secret) Security Role We ...
Getting Started - Quick Overview
General vCIO Process Propel Your MSP's objective is to help vCIOs prepare better strategic "Technology Review" (aka QBR) meetings. We generally recommend iterating through the following 4-step process: Identify infrastructure issues and any ...
Getting Started - Asset Lifecycle - A Quick Tour
Asset Lifecycle Management Data Origin Propel Your MSP retrieves Assets and Agreements data by importing them from your ConnectWise Manage instance. It also queries some of the major manufacturer`s APIs to fetch Warranty Expiration date and Purchase ...
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 ...