Professional Service Automation (PSA) Archives - IT Glue https://www.itglue.com/blog/category/it-management/professional-service-automation-psa/ Truly Powerful IT Documentation Software Wed, 04 Sep 2024 10:06:46 +0000 en-US hourly 1 https://wordpress.org/?v=6.6.1 https://www.itglue.com/wp-content/uploads/cropped-logomark-itglue-black@4x-32x32.png Professional Service Automation (PSA) Archives - IT Glue https://www.itglue.com/blog/category/it-management/professional-service-automation-psa/ 32 32 Supercharging Service Desk Operations with IT Glue and Autotask Integration https://www.itglue.com/blog/supercharging-service-desk-operations-with-it-glue-and-autotask-integration/ Fri, 17 Nov 2023 21:31:00 +0000 https://www.itglue.com/?p=15507 The Autotask and IT Glue integration is the ultimate pairing, enhancing your service desk operations in remarkable ways. With this integration, you can optimize technician workflows, reduce ticket resolution times, and maximize efficiency. It streamlines repetitive tasks and provides easy access to critical information, making it a game-changer for MSPs. Following the release of Suggested […]

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The Autotask and IT Glue integration is the ultimate pairing, enhancing your service desk operations in remarkable ways. With this integration, you can optimize technician workflows, reduce ticket resolution times, and maximize efficiency. It streamlines repetitive tasks and provides easy access to critical information, making it a game-changer for MSPs. Following the release of Suggested IT Glue Documents and Passwords, we are thrilled to announce that IT Glue Flexible Assets are now available within Autotask tickets. In celebration of this integration, let’s explore the top five ways Autotask and IT Glue users are supercharging their service desk operations:

1. Pesky printer problems

Printers, notorious for triggering frustration, are a common source of technical issues. In fact, they incite such strong emotions that The Washington Post dedicated an entire week to exploring consumers’ intense dislike for them! MSPs can ensure their technicians are well-prepared by equipping them with passwords, tips, tricks and documented quirks for each printing environment. This empowers technicians to swiftly resolve printing-related problems.

2. User management and onboarding

Smooth employee onboarding is essential for both the success of new team members and overall customer satisfaction. By utilizing the Ticket Type rule variable, technicians can automatically access the necessary procedures, passwords and flexible assets when working on “New Employee” ticket types. This ensures a smooth and seamless onboarding process.

3. Secure access to remote services

In the current hybrid work environment, secure access to company resources is paramount. Technicians need quick access to VPN and secure edge information, especially when employees are away from the corporate network. Secure Edge ensures that end users can access corporate networks with the same security standards. These standards are applied no matter where users are connecting from. By using the Ticket Title or Ticket Description field to identify keywords like “VPN” or “Remote Access,” technicians can efficiently retrieve VPN flexible assets, documents and passwords.

4. Install or access Microsoft 365 services

Troubleshooting Microsoft 365 services often begins with confirming user licenses. Thanks to IT Glue’s integration with the Microsoft platform to automatically track Flexible Assets, Autotask users can create a rule that identifies keywords like “Microsoft,” “Office,” “Power Bi” or “Azure” in Ticket Titles or Descriptions, automatically displaying the Microsoft 365 License flexible asset. Your technicians will never have to jump through hoops to see what license they’re assigned again. To explore this integration further, you can read our blog post “Announcing Azure AD and Intune Integrations,” which showcases how you can consolidate and automate documentation of various asset types in your Microsoft environment with IT Glue.

5. Line of business application access

Different industries rely on unique sets of applications. Technicians may not be as familiar with these specialized applications as they are with Microsoft, Zoom or Google Workplace. By identifying keywords in tickets related to specific applications such as “Amicus,” “DealerSocket,” “Dentrix,” “Mindbody” or “Sage,” technicians can easily access Application flexible assets and the appropriate passwords, leading to quicker ticket resolution.

The Autotask and IT Glue integration has revolutionized service desk operations by eliminating information hunts and streamlining the process. Technicians benefit from auto-suggested IT Glue Documents, Passwords, and Flexible Assets directly in Autotask tickets, saving time and improving service quality.

Schedule a demo of IT Glue to see how this powerful integration can transform your service desk.

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Feature Release: Seamless PSA Onboarding https://www.itglue.com/blog/feature-psa-onboarding/ Wed, 29 Apr 2020 16:40:12 +0000 https://www.itglue.com/?post_type=blog_posts&p=7684 Onboarding a new PSA has never been easier! This new IT Glue feature does the heavy lifting for you.

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Our 2020 Global MSP Benchmark Survey indicated that 34% of MSPs are considering switching to a new PSA tool. For some it’s due to poor customer service, clunky or outdated features, or the PSA simply doesn’t have the functionality you need. Whatever the case, for those of you ready to take the leap and add a new PSA to your tech stack, this feature will make the switch painless.

IT Glue, as an open platform, constantly strives to enhance our integrations, and this update just makes it a whole lot easier for those that are looking to add PSA to their tool stack or switch to a new PSA.

With this, partners can now easily onboard their newly chosen PSA by simply pushing all of the information they stored in IT Glue into the PSA. This saves time during PSA onboarding as you no longer have to manually enter the information you already have in IT Glue to your newly chosen PSA.

Not only does this save time, alleviate a significant amount of tedium, but makes onboarding a new PSA a cinch.

If you’re looking to add a PSA to your tool stack or to switch to a new PSA, here are three tips to help guide your search:

  1. It needs to integrate with other tools in your stack, especially your RMM, documentation platform, and your backup solution.
  2. Look for a PSA that is multifunctional and supports you in areas of finance, customer relationship management (CRM), reporting, and finance/billing—it should streamline your unique workflows.
  3. Choose a tool that has an intuitive, simple, and modern interface that is easy for your technicians to learn and navigate.

For more information on how the new IT Glue mass push to PSA works, check out the Knowledge Base article!

IT Glue is an award-winning documentation platform with over 150,000 users in  50+ countries. Want to see what all the fuss is about? Get a demo!

Yes, I’d Like a Demo!

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IT Glue Announces Integration with Pulseway PSA https://www.itglue.com/blog/it-glue-announces-integration-with-pulseway-psa/ Fri, 05 Jan 2018 14:50:00 +0000 https://www.itglue.com/blog/it-glue-announces-integration-with-pulseway-psa/ IT Glue is pleased to announce integration with Pulseway PSA. This integration comes quickly on the heels of our integration with Pulseway RMM in November. Ultimately, this frees up time for your team to focus on bigger and better things.

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IT Glue is pleased to announce integration with Pulseway PSA. This integration comes quickly on the heels of our integration with Pulseway RMM in November. For fans of Pulseway’s mobile-first MSP solutions, this stands as pretty big news. There’s a lot to like about this integration, especially in terms of removing a lot of time-consuming manual entry and increasing overall team efficiency. Ultimately, this frees up time for your team to focus on bigger and better things.

About the Integration

Integration with Pulseway PSA will allow you to sync information from Pulseway into IT Glue, eliminating what until now has been a manual task. By automating this flow of information, changes in Pulseway PSA will be reflected in IT Glue without any further effort on your part. The integration will increase team efficiency by freeing up more of your valuable time to perform other tasks, and eliminating the need to constantly toggle back and forth between IT Glue and Pulseway PSA.

A wide range of information will be updated automatically as the result of this integration:

  • Accounts
  • Assets
  • Contacts
  • Locations

Furthermore, admins will be able to manage the different types of synced items, such as account types and statuses, and asset types and statuses. You will also be able to execute a manual sync to happen as soon as possible, or disable the sync of individual records.

As always, this integration is available to all partners on all plans. Pulseway PSA counts as a data source.

For further details on how to set up the integration, consult the IT Glue Knowledge Base.

If you use Pulseway and are not yet an IT Glue partner, set up a demo and see what IT Glue can do for your MSP.

Yes, sign me up for a demo!

Founded in 2013, IT Glue is the world leader in MSP documentation. Our integrations with leading PSA and RMM platforms, along with other communications tools, allows information to flow seamlessly throughout your organization, reducing the friction that creates wasted time for your techs. By eliminating this waste, IT Glue helps you improve your bottom line.

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IT Glue Announces Integration with Kaseya BMS https://www.itglue.com/blog/integration-kaseya-bms/ Tue, 09 May 2017 14:00:00 +0000 https://www.itglue.com/blog/integration-kaseya-bms/ IT Glue™ is pleased to announce an important new PSA integration, with Kaseya BMS. There’s a lot to like about this integration, especially in terms of removing a lot of time-consuming manual entry and increasing overall team efficiency. Ultimately, this frees up time for your team to focus on bigger and better things.

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IT Glue™ is pleased to announce an important new PSA integration, with Kaseya BMS. There’s a lot to like about this integration, especially in terms of removing a lot of time-consuming manual entry and increasing overall team efficiency. Ultimately, this frees up time for your team to focus on bigger and better things.

About the integration

This integration will allow you to sync information from Kaseya BMS into IT Glue, eliminating what until now has been a manual task. By automating this flow of information, changes in Kaseya BMS will be reflected in IT Glue without any further effort on your part. The integration will increase team efficiency by freeing up more of your valuable time to perform other tasks, and eliminating the need to constantly toggle back and forth between IT Glue and Kaseya BMS.

A wide range of information will be updated automatically as the result of this integration:

  • Accounts
  • Assets
  • Contacts
  • Locations

Furthermore, admins will be able to manage the different types of synced items, such as account types and statuses, and asset types and statuses. You will also be able to execute a manual sync to happen as soon as possible, or disable the sync of individual records.

For further information about this integration, please reference our Knowledge Base article on the topic.

Kaseya BMS counts as a data source for the purposes of your IT Glue plan.

About Kaseya BMS

Kaseya BMS is a next-generation business management solution built specifically for MSPs. The platform integrations a number of capabilities into a single application, including CRM, service desk, billing and back-end finance, project management and inventory management. For more information on Kaseya BMS, please reference the product brief.

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