ScalePad Lifecycle Manager: connect, sync, map clients

Lifecycle Manager knows things about your partners that your PSA doesn't: which machines fall out of warranty next quarter, how each account scores on hardware health, what's on the roadmap and what it's budgeted at. Current pulls all of it in, hangs it off the company record, and feeds it to the Strategic Business Review engine — so your account managers stop assembling that picture by hand.

The connection is read-only in the strictest sense: Current reads ScalePad and never writes back to it. Nothing you do in Current can change a ScalePad record.

1. 1
   Generate a personal API key

   In ScalePad Hub → Personal API keys. The owning user must be an active administrator — if that person later loses administrator permissions, ScalePad starts refusing the key and the sync stops.
2. 2
   Paste it into Current

   Open Integrations (it sits in the Admin group of the left sidebar, so Tenant Admins have the link; sales leadership can go straight to /integrations). Find the ScalePad Lifecycle Manager tile, press Manage, then in the Connection section paste the key into the API key field and press Connect. Current validates it live against Lifecycle Manager before storing it, and tells you how many clients it found.
3. 3
   The first sync starts immediately

   You don't wait for the next scheduled run. A large estate can take several passes to drain; the tile shows a Syncing pill while any pass is still in flight, and picks up where it left off if a pass runs long.
4. 4
   Map the clients that didn't auto-match

   In the same Manage sheet, work the Company mapping section's Unmatched tab — see "Mapping ScalePad clients to your companies" below. Lifecycle data only appears on companies that are mapped.

Everything below refreshes on its own. The scheduled sync runs hourly; "Sync now" in the Manage sheet covers the impatient path, and the "Synced from ScalePad" section shows a live count for each synced record type (clients, hardware assets, assessments, initiatives, goals, meetings, action items, contracts, SaaS assets, insights).

ScalePad's client list and your Current company book are two different directories, so Current matches them — automatically first, by Autotask id (ScalePad reports Autotask ids, so this tier only fires on Autotask workspaces — on ConnectWise, name and domain matching carry the load), then by company name, then by website domain. The Manage sheet's Company mapping section is where you deal with the leftovers.

• ＋Unmatched — ScalePad clients with no Current company yet. Press Map to search your companies and link one, or Ignore if there genuinely isn't a match.
• ＋Mapped — everything linked, with how it matched (by Autotask id, by name, by website domain, or mapped manually). Unlink reverses it.
• ＋Ignored — clients you've explicitly parked. Restore brings one back into the queue.

Only your real Lifecycle Manager clients appear here — the ones with something behind them in ScalePad: an LMX license, a real DMI score, an assessment, a meeting, or roadmap work (initiatives/goals/action items). Hardware alone does not count — ScalePad mirrors hardware assets for your entire PSA directory, so it can't tell a real Lifecycle Manager client from a directory row. Those directory-only rows — no Lifecycle Manager engagement: no assessment, meeting, DMI, or roadmap work (they may still have hardware mirrored) — are counted separately and hidden from the mapping queue, so you're never nagged to map a thousand records with nothing behind them. They appear on their own if lifecycle work ever starts for them in ScalePad.

On a mapped company record, a Lifecycle card (headed "Lifecycle", sub-labelled ScalePad) appears with the DMI score and trend, sync freshness, the hardware estate and its at-risk machines, software currency, the latest assessment, open action items, renewals inside 90 days, and the next or most recent meeting. The roadmap initiatives are on the same record but in the Growth & whitespace section, not in the Lifecycle card. Every section renders only when it has data, so a thin client stays a small card.

The same data feeds the Strategic Business Review module, where Lifecycle Manager is one of the sources listed on the pack — see "Strategic Business Reviews: the QBR, rebuilt on evidence" and "Running your SBR program quarter to quarter". A company with no ScalePad mapping simply contributes nothing there; it doesn't error.