PSA integration
Ubidesk + ConnectWise PSA
Every session creates or updates a ticket, with time spent and the session summary. Your technicians stay in their workflow.
PSA
What the integration does
The two-way link syncs Ubidesk sessions with your ConnectWise PSA tickets: on-the-fly creation, session notes, time tracking, and statuses.
Setup
- 1
Connect your ConnectWise PSA account via OAuth from the Ubidesk console.
- 2
Map your Ubidesk technicians to their ConnectWise members.
- 3
Enable automatic ticket creation per session or per client.
- 4
Your time and notes flow into ConnectWise billing.
Product
ConnectWise PSA
Time tracking & billing
AvailablePer-client time tracking, billing, and exportable reports.
PSA integrations
AvailableConnectWise PSA, Autotask, HaloPSA, Syncro, Zendesk, Freshdesk, Jira Service Management, ServiceNow, HubSpot.
Dashboard & metrics
AvailableMean time to resolution, sessions per technician, scheduled reports, CSV exports.
REST API & webhooks
AvailableREST API, webhooks, CLI, and an extension marketplace.
FAQ
Frequently asked questions
Which ConnectWise PSA version is required?
A recent edition with API access (Cloud or reachable on-premise). The connection uses OAuth 2.0.
Can I choose the ticket type created?
Yes: service type, status, and queue are configurable per Ubidesk client.
Ubidesk + ConnectWise PSA
Every session creates or updates a ticket, with time spent and the session summary. Your technicians stay in their workflow.
No credit card · Free for personal use