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Integrations
ConnectWise, Autotask, Microsoft 365, HubSpot, Quoter, CrewHu, NeverBounce, ScalePad, Resend.
Connect Autotask and choose what syncsAPI user setup, zone discovery, the 5-minute poll, the one-PSA rule, and the field-ownership map.2 min · Jul 24, 2026Microsoft 365: SharePoint, Teams, and CalendarAdmin-level SharePoint, per-user Teams, Calendar, and To Do, and exactly which Graph permissions are used.2 min · Jul 17, 2026HubSpot: connect, import your book, and keep it in stepOne-click HubSpot sign-in (or a private-app token), exactly what imports, and how HubSpot lists become Current lists and audiences.7 min · Jul 28, 2026ScalePad Quoter: turn won quotes into projects and chargesWon quotes land in a pending queue; the wizard turns each into a real project with phases, tasks, and charges. Pairs with Autotask — ConnectWise shops use ConnectWise CPQ.9 min · Jul 28, 2026CrewHu CSAT: surveys, urgent alerts, and churn flagsConnect CrewHu with one token. Surveys backfill, match to companies, feed company health and SBR packs, and raise an urgent follow-up when someone is unhappy.7 min · Jul 18, 2026NeverBounce: verify email deliverability before you sendBring your own account: invalid and disposable addresses are suppressed automatically before any campaign sends, and the campaign wizard shows a full pre-send verification report.7 min · Jul 18, 2026Handwrytten: send a real handwritten card from the lead funnelBring your own Handwrytten account: send a real handwritten card from a lead or a company record, with an AI-drafted note, an automatic follow-up to-do, and test mode on until you go live.7 min · Jul 20, 2026ScalePad Lifecycle Manager: connect, sync, map clientsAPI key setup, everything Current pulls from Lifecycle Manager, how ScalePad clients map to your companies, and where warranty, DMI, and budget data shows up.7 min · Jul 18, 2026How Current sends email — and why two mail paths, not oneWhich Current emails come from the platform's own mail service and which go from your Microsoft 365 mailbox, and why that split protects deliverability.4 min · Jul 17, 2026Mapping CRM industries to Autotask Market SegmentsLine up your company industries with Autotask's Market Segment picklist so pushed companies carry the right segment instead of skipping it. Autotask only.2 min · Jul 18, 2026Autotask sync: the complete field-mapping referenceEvery synced Autotask entity and field, what it becomes in Current, sync direction, and who wins on conflict.12 min · Jul 18, 2026What Current writes back to Autotask (and when)Every action in Current that pushes to Autotask, the two-way sync gate, retry and dead-letter rules, and what a push can never touch.6 min · Jul 28, 2026HubSpot one-time import: exactly what comes acrossThe full field mapping for a HubSpot import — companies, contacts, deals, lists — and how re-runs stay safe.6 min · Jul 18, 2026HubSpot two-way sync vs one-time import: which to runWhen to keep HubSpot running alongside Current, what stays in step every 10 minutes, how the Autotask bridge works, and how to turn it off cleanly.5 min · Jul 25, 2026How Teams channels work inside projectsMap a project to a channel, what posts there automatically, two-way replies, @mentions, partner attribution, and the morning standup.4 min · Jul 17, 2026How SharePoint folders and documents work in projectsLink a folder, attach doc links to task checklist items, share one document with your partners, and why Current never touches your actual files or SharePoint permissions.5 min · Jul 24, 2026Prepare your Autotask before onboarding: the setup checklistThe pre-flight checklist: the API user and permissions, zone discovery, and which Autotask fields, picklists, and resources must exist before your first sync.20 min · Jul 18, 2026CRM email sync: what lands on a company, and whyCurrent pulls mail from each CRM user's Inbox and Sent Items — but stores a message only when the other party is a known contact or company domain.6 min · Jul 29, 2026Microsoft To Do two-way sync: your to-dos and project tasksYour personal CRM to-dos land in a "Current" list and sync both ways; your assigned project tasks land in a "Current Projects" list that is one-way (Current shows and clears them, but a check-off there never completes the real task). How to turn it on, pick lists, and what a delete does in each.8 min · Jul 18, 2026Datto RMM: connect, sync devices and alerts, map customersEnable the API in Datto RMM, generate an Access + Secret key, and pull each customer's device inventory and open-alert counts into Current — read-only, for the value story.5 min · Jul 17, 2026Datto Backup: read your whole backup estate into your reviewsOne Partner-Portal key pair connects the whole Datto backup family — BCDR appliances (SIRIS/ALTO/Azure), SaaS Protection M365/Google seats, and Direct-to-Cloud agents. Current reads appliance health, per-system backup results, and per-customer seat coverage — read-only — and hangs it off the right company for QBRs and SBRs.6 min · Jul 17, 2026Datto SaaS Protection: connect, sync backup coverage, map customersAPI key setup in the Datto Partner Portal, the seat and backup-coverage data Current reads per customer, the read-only guarantee (Current can never change a seat), and how SaaS customers map to your companies.5 min · Jul 17, 2026Datto EDR: connect, sync endpoint protection and alert postureCreate an API token in Datto EDR (Infocyte), paste your instance URL, and pull each customer's endpoint-protection inventory and alert posture into Current — read-only, for the value story.6 min · Jul 17, 2026RocketCyber: connect, sync incidents and coverage, map customersGenerate a Customer API token in RocketCyber, pick your region, and pull each customer's managed-SOC posture — open incidents by severity, 90-day activity, and endpoint coverage — into Current. Read-only, for the value story.5 min · Jul 17, 2026Auvik: network device inventory and alert counts per siteBring your own Auvik account. Current reads each customer's network device inventory and open-alert counts — read-only — and hangs them off the company record and SBR packs.5 min · Jul 17, 2026Connect Addigy for macOS fleet reportingCreate an Addigy v2 API token, connect it read-only, and map Addigy organizations — or policies, on single-org setups — to your companies. Direct and decorated name matches pair automatically; Current paces itself far below Addigy's rate limit.4 min · Jul 18, 2026Inky: receive phishing and threat events into CurrentInky has no pull API — it pushes events to Current. Enable the receiver, copy the feed URL into Inky's Custom SIEM Feed, and phishing catches and user reports flow in as threat signals (never email contents), mapped to each customer by domain.5 min · Jul 17, 2026Ticket-queue noise: which queues and boards to sync, and which to muteAutotask queues and ConnectWise service boards hold customer work and machine noise side by side. Muting the noisy ones keeps support history, sentiment, SBR stats, and AI insights honest — Current recommends, you decide.4 min · Jul 18, 2026ConnectBooster / BNG Payments: see who's on autopay (read-only)Current reads your BNG payment gateway once a day — read-only — to show which customers have a stored payment method, whether autopay is actually charging, and when a card is about to expire. A Payments card on every company, expiring-card to-dos for account managers, and an Autopay campaign audience. Current can never move money.6 min · Jul 17, 2026Connect ConnectWise PSA and choose what syncsAPI Member keys and clientId, automatic instance discovery, the 5-minute poll, the one-PSA rule, honest connection health, and what disconnecting really does.3 min · Jul 21, 2026Prepare your ConnectWise before onboarding: the setup checklistThe pre-flight checklist: the Developer Network clientId, the API Member and its security role, the keys, your company ID and site URL, board hygiene, and member emails.10 min · Jul 18, 2026ConnectWise sync: the complete field-mapping referenceEvery synced ConnectWise entity and field, what it becomes in Current, sync direction, and who wins on conflict.10 min · Jul 18, 2026What Current writes back to ConnectWise (and when)Every action in Current that writes to ConnectWise, the gates in front of them, verify-after-write, and what a push can never touch.6 min · Jul 28, 2026ConnectWise RMM: devices, patch posture, and your business reviewsGenerate API access in the Asio console, tick the read-only scopes, and pull each customer's sites, devices, and patch posture into Current — read-only, for the value story.5 min · Jul 18, 2026ConnectWise CPQ (formerly Sell): turn won quotes into projects and chargesWon ConnectWise CPQ (formerly ConnectWise Sell) quotes land in the same pending queue as Quoter wins; the wizard turns each into a real project with phases, tasks, and charges in ConnectWise.6 min · Jul 28, 2026Connect HaloPSA and choose what syncsAuthorise an API application in Halo, the client-credentials keys, hosted vs on-prem URLs, the one-PSA rule, project resync and time backfill, and what the first sync pulls.3 min · Jul 21, 2026Prepare your HaloPSA before onboarding: the setup checklistThe pre-flight checklist: the API application and its agent, won/lost statuses on the sales workflow, project ticket types, charge rates, and agent emails matching Current sign-ins.9 min · Jul 18, 2026HaloPSA sync: the complete field-mapping referenceEvery synced Halo entity and field, what it becomes in Current, sync direction, and who wins on conflict — clients, contacts, agents, opportunities, projects, milestones, tasks, time, holidays, PTO, and contracts.11 min · Jul 18, 2026HaloPSA quotes and quote-agnostic conversionWon Halo quotes land in the same pending queue as ScalePad Quoter wins, and the win-quote wizard now converts into whichever PSA you run — Autotask, ConnectWise, or HaloPSA.6 min · Jul 18, 2026What Current writes back to HaloPSA (and when)Every action in Current that writes to HaloPSA, the gates in front of them, how a Halo write works (array upsert keyed on id), verify-after-write, and what a push can never touch.6 min · Jul 28, 2026