Not required. Every plan runs the full onboarding without a single connection. Integrations come with the Practice and Firm plans. Each one is optional, connects from Settings in a few minutes, and can be disconnected at any time.
Available now
Three connections you can switch on today.
RMM: NinjaOne
Agent check-ins tick the rollout tasks on their own, and each device is matched to the person who uses it. A person reads as onboarded once their computers report in.
Documentation: Hudu
Each verified credential is filed in Hudu by reference. The secret itself is never stored here. A password changed in Hudu reads as a rotation on the ledger.
Microsoft 365: sign-in and calendars
Your team signs in with Microsoft through your own Entra app. Engineers connect their calendars, bookings land on them, and every session carries a Teams link.
Coming later
On the list, in the order MSPs ask for them. Nothing below is part of a plan yet.
PSA: HaloPSA, ConnectWise, Autotask
HaloPSA can be connected today. What it will do comes later: agreements seeding each plan, and onboarding time and notes written back to the ticket. ConnectWise and Autotask follow.
RMM: Datto RMM, N-able N-central
The same agent check-in tracking NinjaOne has today.
Documentation: IT Glue
Credential and document filing by reference, as with Hudu.
Microsoft 365 people census
The client’s people pulled from their Microsoft tenant instead of a spreadsheet.
Microsoft Bookings
Sessions offered as real bookable slots in Bookings, beside the portal’s own booking.