Upgrading a ConnectWise or AutoTask integration to BarracudaONE

If you have an existing ConnectWise or AutoTask integration, you will see a message in the MSP app or ECHOPlatform about upgrading it with BarracudaONE. Upgrading your PSA integration lets you centralize your operations in the BarracudaONE ecosystem, providing you tools to consolidate data across multiple vendors and products so you can give each of your clients a single invoice.

Upgrading PSA integrations

To upgrade your integration, you do the following:

• Delete the legacy integration

• Integrate the PSA

Deleting the legacy integration

To delete the legacy integration, follow one of these procedures:

• In BarracudaONE, follow To delete the legacy integration from BarracudaONE.

• In the MSP app, follow To delete the legacy integration from the MSP app.

• In ECHOPlatform, follow To delete the legacy integration from ECHOPlatform.

To delete the legacy integration from BarracudaONE

1. In BarracudaONE, click Global Settings, then click Integrations.

2. In the Active section, click Disconnect.

3. To confirm, click Disconnect.

To delete the legacy integration from the MSP app

1. In the MSP app, click Accounts.

2. Click an account.

3. Click the Products & Services tab.

4. In the To upgrade or delete your integration, go to BarracudaONE area, click Manage.

5. In the Active section, click Disconnect your PSA.

To delete the legacy integration from ECHOPlatform

1. In ECHOPlatform, click the Preferences tab, then Manage Integrations.

2. In the Legacy Integrations table, select the row of the integration you want to delete.

3. Click the Delete button.

4. Click Yes.