PSA migration
Switch PSA without losing your history.
Migration is free and done with you. We connect to your current PSA, run a dry run with your own data, and you check it before anything goes live.
What comes across
From ConnectWise PSA
Companies, sites, contacts, agreements and agreement additions, tickets, ticket notes and time entries.
From Autotask PSA
Companies, contacts, contracts, tickets, ticket notes and time entries.
From HaloPSA
Clients, contacts, assets and tickets.
From anything else
Any CSV export: clients and contacts map column by column.
How it works
1. Connect
Create an API key in your current PSA with read access. Opcrunch never writes to it.
2. Dry run
We import into your trial workspace so you can see your own clients, agreements and tickets.
3. Check
Compare totals and spot-check clients before you switch.
4. Go live
Run a final import, forward your support mailbox and send your first invoices from Opcrunch.
Questions
- How much does migration cost?
- Nothing. It is included with every workspace.
- Do I have to cancel my old PSA first?
- No. Run both side by side until you are happy, then switch.
- Will my ticket history come across?
- Yes, from ConnectWise and Autotask with notes and time, and from HaloPSA with tickets.
$49 per technician. No contract. Free migration.
Every module in one tier, with unlimited clients and free portal users.
Related: ConnectWise alternative · Autotask alternative · HaloPSA alternative