Your first afternoon: the onboarding checklist

Rollout takes an afternoon, not a quarter. Connect your PSA and Microsoft 365 and your companies, contacts, projects, and history are already there. Here's the order that works.

1. 1
   Connect your PSA

   Settings → Integrations → ConnectWise PSA, Autotask, or HaloPSA. Enter your API credentials; Current discovers your instance or zone automatically and runs a test connection before saving anything. See "Connect ConnectWise PSA and choose what syncs", "Connect Autotask and choose what syncs", or "Connect HaloPSA and choose what syncs" for the full walkthrough — one PSA per workspace.
2. 2
   Let the first pull finish

   The initial sync brings in companies, contacts, projects, tickets, people, and time entries. Watch progress under Settings → Sync health.
3. 3
   Connect Microsoft 365

   An admin configures SharePoint once for the workspace; each user connects their own account for Teams and Calendar. See the Microsoft 365 guide.
4. 4
   Invite your team

   Settings → Members → Invite. Assign a role at invite time — roles scope what each person sees, so get this right before people log in.
5. 5
   Review field ownership

   The ownership map decides which system wins for each field. Defaults are safe (your PSA owns billing-critical fields), but review it before enabling push.
6. 6
   Turn on write-back

   When you're ready, enable push per entity — time entries, task dates, statuses. Each outbound write is confirmed by reading the record back.