⟲
Integrations
ConnectWise, Autotask, Microsoft 365, HubSpot, Quoter, CrewHu, ZeroBounce, ScalePad, Resend.
Connect SuperOps to CurrentConnect your sole PSA, choose what syncs, confirm currency and understand which records stay in Current.7 min · Oct 20, 2026Connect SuperOps RMMRead devices, software, patch state and alerts using your SuperOps PSA connection.4 min · Oct 20, 2026Connect N-able N-central to CurrentSet up read-only device inventory and active issues, map customers, and understand sync progress and reporting limits.5 min · Oct 22, 2026Connect N-able Cove backup to CurrentBring device and Microsoft 365 backup health into company reporting, with clear recovery-testing and mailbox-count limits.5 min · Sep 19, 2026Connect Autotask and choose what syncsHow to connect Autotask to Current as your PSA: API user setup, zone discovery, the 5-minute poll, the one-PSA rule, and the field-ownership map.2 min · Oct 22, 2026Microsoft 365: SharePoint, Teams, and CalendarConnect your own Microsoft 365: an admin approves Current once, then each person connects. What each permission does, and what to do if Microsoft refuses.4 min · Oct 22, 2026HubSpot: connect, import your book, and keep it in stepConnect with HubSpot sign-in or a private-app token, see exactly what imports and how lists come across, and disconnect without losing anything.9 min · Oct 20, 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 · Oct 26, 2026Kaseya Quote Manager: won quotes, orders and fulfilmentWon Kaseya Quote Manager quotes land in the same pending queue as ScalePad Quoter wins, and the wizard turns each into a real project with charges in Autotask. The sales order, its payments, the purchase orders behind it and the delivery details come with it.9 min · Oct 19, 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 · Oct 22, 2026SimpleSAT CSAT: survey answers, alerts, and churn flagsConnect SimpleSAT with one API key. CSAT answers from the last 365 days import, match to companies and technicians, and work everywhere CrewHu's do. One survey tool per workspace.5 min · Oct 10, 2026Connect GlassHiveConnect GlassHive with one API key. Companies, contacts, opportunities, notes, calls, meetings, tasks and lists sync both ways; emails, campaigns, collaterals and form submissions come into Current only.8 min · Oct 23, 2026Switch from GlassHive to CurrentConnect GlassHive, let the import finish, check your data, then disconnect and cancel GlassHive. Every record it brought in stays in Current.4 min · Oct 19, 2026GlassHive: fixing common sync problemsWhat each GlassHive message means and what to do: a refused key, HubSpot still connected, companies waiting, unmapped statuses, skipped records and rate-limit waits.6 min · Oct 23, 2026Use your PSA's built-in surveys for CSATAutotask, ConnectWise and HaloPSA each survey your partners after a ticket. Switch that on as Current's CSAT source and the company record, the dashboards, the SBR packs, the follow-up to-dos and the churn flag all fill from it. Syncro, Rev.io and SuperOps have no supported survey API, so CSAT there comes from CrewHu or SimpleSAT.8 min · Oct 10, 2026ZeroBounce: verify email deliverability before you sendBring your own ZeroBounce account: invalid, disposable, spam-trap, complainer and do-not-mail addresses are kept out of every send, and the campaign wizard shows a full pre-send verification report.8 min · Oct 22, 2026Handwrytten: send a real handwritten card from a lead, an opportunity, or a companyBring your own Handwrytten account: send a real handwritten card from a lead, an opportunity on the board, or a company record, with an AI-drafted note, an automatic follow-up to-do, and test mode on until you go live.8 min · Oct 19, 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 · Oct 23, 2026Set up campaign email, and why Current uses two mail pathsThe five steps that get live campaigns sending from your own domain, the DNS records they need including the tracking record that makes opens and clicks work, and which Current emails come from the platform instead.6 min · Oct 22, 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 · Oct 22, 2026Autotask sync: the complete field-mapping referenceEvery synced Autotask entity and field, what it becomes in Current, sync direction, and who wins on conflict.13 min · Oct 20, 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 · Oct 26, 2026HubSpot one-time import: exactly what comes acrossThe full field mapping for a HubSpot import (companies, contacts, opportunities, lists), and how re-runs stay safe.6 min · Oct 22, 2026HubSpot two-way sync vs one-time import: which to runWhen to keep HubSpot running alongside Current, what stays in step every 10 minutes (companies, contacts, opportunities, leads, boards and activity), how HubSpot owners are linked to your team, how the Autotask bridge works, and how to turn it off cleanly.12 min · Oct 20, 2026How Teams channels work inside projectsMap a project to a channel, what posts there, how an @mention reaches someone (channel, Teams chat, then email), two-way replies and the morning standup.7 min · Oct 22, 2026Connect Slack to CurrentUse Slack instead of Microsoft Teams for your team's messages: alerts as Slack direct messages, a private Slack channel for each new project with comments both ways, and posts from each person's own Slack account.8 min · Oct 17, 2026Slack: fixing common problemsWhat to do when someone isn't matched, a post doesn't reach its channel, the Slack app was removed, or the Slack workspace is in use by another workspace.4 min · Oct 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 · Oct 22, 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 · Oct 19, 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. One contact on a real business domain is enough to identify a company, customer or prospect.6 min · Oct 22, 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 · Oct 15, 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 · Oct 10, 2026Remediation plans: fix tickets in a few clicksEvery ticket a person sends in arrives with a step-by-step plan your engineer runs one click at a time, through the tools you already connected.7 min · Oct 24, 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 · Oct 10, 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 · Oct 10, 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 · Oct 10, 2026Kaseya MDR (RocketCyber): connect, sync incidents and Microsoft 365 eventsConnect RocketCyber for each customer's managed-SOC posture, add an optional Kaseya API key for Microsoft 365 events and automatic responses.8 min · Oct 10, 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 · Oct 10, 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 · Sep 25, 2026NinjaOne: devices, patch and antivirus posture, and active alertsCreate a machine-to-machine API app in NinjaOne with the Monitoring scope, pick your region, and pull each organization's devices, patch and antivirus posture, and active alerts into Current, read-only.5 min · Oct 10, 2026Backup Radar: every backup job's latest result and SLA stateOne ScalePad Hub API key reads the backup jobs Backup Radar watches for each partner. The latest result, what is failing or out of SLA right now, and 30 days of compliance history. Read-only, on a 6-hour sync.5 min · Oct 10, 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 · Oct 10, 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 accurate. Current recommends, you decide.4 min · Oct 10, 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 · Oct 10, 2026Connect ConnectWise PSA and choose what syncsHow to connect ConnectWise PSA to Current as your PSA, in ConnectWise's cloud or on your own server: API Member keys, automatic instance discovery, the 5-minute poll, the one-PSA rule, connection health that names what it can't reach, and what disconnecting really does.4 min · Oct 22, 2026Prepare your ConnectWise before onboarding: the setup checklistThe pre-flight checklist: the API Member and its security role, the keys, your company ID and site URL, board hygiene, and member emails.10 min · Oct 19, 2026ConnectWise sync: the complete field-mapping referenceEvery synced ConnectWise entity and field, what it becomes in Current, sync direction, and who wins on conflict.11 min · Oct 19, 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 · Oct 19, 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 · Oct 10, 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 · Oct 23, 2026Connect HaloPSA and choose what syncsHow to connect HaloPSA to Current as your PSA: authorise 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 · Oct 22, 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 · Oct 19, 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.12 min · Oct 19, 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, HaloPSA, or Syncro.6 min · Oct 23, 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 · Oct 19, 2026Celebrate leaderboard wins in Microsoft TeamsPost a short note to a Teams channel when someone takes the lead on a dashboard leaderboard, or when a week's top three is settled.2 min · Oct 19, 2026Send reminders and alerts to your team in Microsoft TeamsSet up Current's Teams app for your own staff in a few steps, so checklist reminders, hot tickets and service desk alerts arrive in Microsoft Teams, with email as the fallback.8 min · Oct 22, 2026Prospect and enrich with Seamless.aiBring your own Seamless key, search their database from the Lists page, preview counts before spending, and enrich records without ever overwriting a field.3 min · Oct 22, 2026Huntress: protected endpoints, EDR coverage, and SOC incidentsGenerate an account-level API key pair in Huntress, paste both halves, and pull each organization's agents, EDR and firewall coverage, and open incident reports into Current, read-only.5 min · Sep 25, 2026SentinelOne: protected endpoints, open threats, and licence useCreate a Service User token in SentinelOne, paste it with your console address, and pull each site's protected endpoints, open threats, and licence use into Current, read-only.5 min · Oct 22, 2026ThreatLocker: protected endpoints, enforcement mode, and what was blockedCreate a view-only API user in ThreatLocker, paste your instance code and token, and pull each organization's protected endpoints, enforcement mode, and blocked-execution counts into Current, read-only.6 min · Oct 10, 2026AutoElevate: admin-rights control, elevation requests, and rulesCreate a Read Only service user and API key in AutoElevate, paste the token into Current, and pull each company's computers by elevation mode, its elevation requests and its rules onto the company record, plus elevated sessions when the key can read them. Read-only, on a 6-hour sync.12 min · Oct 10, 2026Veeam: what's protected, how recoverable it is, and what's failing nowOne read-only API key from your Veeam Service Provider Console reads what each partner has protected. Workloads and how fresh their restore points are, job results across backup servers, agents and Microsoft 365, immutability, and triggered alarms. Read-only, on a 6-hour sync.6 min · Oct 22, 2026Axcient x360Recover: protected systems, restore points, and boot verificationCreate an API key in x360Portal, paste it into Current, and pull each partner's protected systems, restore-point recency, boot-verification results, and storage into their company record, read-only.6 min · Oct 10, 2026UniFi: consoles, sites, devices and the WAN circuitCreate one API key at unifi.ui.com, paste it into Current, and pull every UniFi console that key can see (sites, devices, gateway posture and WAN uptime) into your company records and business reviews. Read-only.6 min · Oct 10, 2026Domotz: collectors, devices, uptime and alertsPaste your Domotz API key and endpoint, map each collector to a company, and Current reads its devices, uptime, speed and open alerts every 10 minutes.5 min · Oct 8, 2026Check Point Avanan: email threats, quarantine and user countsCreate an Infinity Portal API key for Email & Collaboration, pick your region, map each Avanan customer to a company, and Current reads their email threats and quarantined email every 15 minutes.5 min · Oct 22, 2026Cisco Meraki: network devices, WAN uplinks, and licence expiryCreate a read-only API key in the Meraki dashboard, pick your Meraki cloud, and pull each organization's devices, site WAN state, and licence posture into Current, read-only.6 min · Oct 10, 2026Fortinet: registered assets, support dates, and your renewal listCreate a read-only API user in the FortiCloud IAM portal, paste three values, and pull every registered Fortinet serial into Current with the date its support runs out.6 min · Sep 25, 2026KnowBe4: phishing results and training progress per partnerAdd one KnowBe4 Reporting API token per partner account, pick each account's region, and pull the phish-prone rate from the latest test, who is behind on training, and how each campaign is landing, read-only, and with no employee names.6 min · Oct 10, 2026Duo: who is protected by multi-factor, and who is notCreate a read-only Admin API application in Duo, paste the three values from it, and pull each account's MFA coverage, the people at risk, device hygiene, denied sign-ins, protected applications, administrators, policy gaps, bypass codes, edition and billable users into Current.12 min · Oct 19, 2026Slide: boxes, protected systems, backup history and the restores you ranCreate an API token in the Slide Console, paste it into Current, and pull each partner's boxes, protected systems, thirty days of backup attempts, boot verification and restore activity onto their company record. Read-only, on a 6-hour sync.6 min · Oct 10, 2026Connect Syncro and choose what syncsCreate the Current user and its API token in Syncro, switch parent/child tickets on, paste the subdomain and token in Current, and see what the first sync pulls.3 min · Oct 22, 2026Prepare your Syncro before onboarding: the setup checklistThe seven things to get right in Syncro before you connect: the Current user and token, parent/child tickets, a Labor product, which parent tickets are projects, your Leads queue, matching emails, and the Current-side gates.8 min · Oct 19, 2026Syncro sync: the complete field-mapping referenceField by field: customers, contacts, leads, parent and child tickets, time entries, contracts and recurring schedules, estimates, appointments, and what is deliberately not synced.11 min · Oct 19, 2026Syncro estimates and quote-agnostic conversionHow an approved Syncro estimate reaches the won-quote queue, the product-category rule that classifies its lines, what the wizard builds, and how charges land on the parent ticket.6 min · Oct 23, 2026What Current writes back to Syncro (and when)The gates that have to be open, what triggers a write by entity, the read-merge-write rule, why a failed write is never blind-retried, invoiced time, the shared rate budget, and what a push can never touch.6 min · Oct 19, 2026Syncro Assets: machines, patches and RMM alertsSwitch on the read-only Syncro asset feed: what it reads, what patch compliance means when it says unknown, how machines are matched to companies, and why it can never touch anything.4 min · Sep 25, 2026Connect Rev.io and choose what syncsCreate a dedicated Rev.io user and its PSA API key, paste the key in Current, see what the first sync pulls, and learn what Rev.io's API can't do yet.4 min · Oct 22, 2026Prepare your Rev.io before onboarding: the setup checklistThe six things to get right in Rev.io before you connect: the Current user and its role, the API key, boards, time log reasons, matching emails, and the Current-side gates.6 min · Oct 19, 2026Rev.io sync: the complete field-mapping referenceField by field: customers, contacts, notes, users, tickets, projects, time, agreements, invoices, opportunities and quotes, what is not synced, and every API limit with what Current does about it.10 min · Oct 19, 2026What Current writes back to Rev.io (and when)The gates that have to be open, what triggers a write by entity, read-merge-write, why a write is never sent twice, time logs, and what a push can never touch.6 min · Oct 19, 2026Acronis: backup status, alerts and usage per partnerCreate an API client in the Acronis Management Portal, paste the data center URL, client ID and secret into Current, and bring each partner's Acronis Cyber Protect Cloud picture onto the company record: which computers are backing up and which are failing or have no plan, agents offline, open alerts, EDR incidents and usage. On a 6-hour sync.11 min · Oct 10, 2026MSP360: backup status, plans and device health per partnerGenerate an API login in the MSP360 management console, paste it into Current, and bring each partner's MSP360 backups onto the company record: which computers are backing up, which are failing, which have no backup plan, the last good backup and storage used. Add an optional RMM API token for device health and open RMM alerts. The sync only reads MSP360, every 15 minutes.8 min · Oct 21, 2026Petra Security: Microsoft 365 identity posture and account compromisesCreate an API key in your Petra organization, paste it into Current, and bring each partner's Microsoft 365 identity picture onto the company record: the posture score with its 31 controls, the account compromises still being cleaned up, the global administrators and their MFA, and the sign-in attacks that failed. Read-only, on a 6-hour sync.11 min · Oct 10, 2026IT Glue: documents, passwords and renewals where your team worksCreate an IT Glue API key, paste it into Current, and each matched company's IT Glue documents, passwords and renewal dates appear on its tickets and its company record. A password is fetched from IT Glue only when someone reveals it, shows for 30 seconds, and is never stored in Current.12 min · Oct 10, 2026Which PSAs and tools does Current work with?Every PSA and tool Current connects to, grouped by kind: six PSAs, Microsoft 365, RMM, security, backup, networking, documentation, chat, sales and email, and what to do when yours isn't listed.4 min · Oct 22, 2026The Integrations page: where each tool shows upOne page for every integration: what needs a fix, Microsoft 365 pinned on top, and a chart of each tool against the places in Current it feeds.4 min · Oct 19, 2026When an integration needs re-authorizingWhat admins see when an integration loses access, stops syncing, has unlinked accounts or lacks a permission, the email when a PSA refuses, and the fix.4 min · Oct 27, 2026Resync your PSA and refresh users from itCan I resync? Yes. A Tenant admin presses Sync now on the PSA card in Integrations to re-run the whole sync, people included. People also refresh on their own about every 6 hours, and Users & roles links anyone the email match missed.4 min · Oct 10, 2026
