Dashboard
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Tickets
Clients
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Unbilled Items
Previous Invoices
Recurring Invoices
Products & Services
Products
Services
Categories
Purchase Requests
Purchase Orders
Suppliers
Administration
User Management
User Groups
Groups control which features users can access. Assign users to groups to manage their permissions.
Ticket Statuses
Ticket Priorities
Regions & Timezones
Outbound Email (SMTP)
Inbound Email (IMAP/POP3)
Email Templates
Email Logs
Export Data
Export data to JSON format for backup or migration purposes.
Import Data
Import data from JSON files. You can choose how to handle existing records.
Preview
Microsoft Integration
Configure Microsoft 365 and Azure AD integration for authentication, calendar sync, and email integration.
Microsoft CSP Integration
Configure Microsoft Cloud Solution Provider (CSP) integration for managing customer subscriptions and licenses.
Microsoft Authentication (MFA Required)
Checking authentication status...
Last Sync Status
CSP Customer Mapping
Yeastar Integration
Configure Yeastar PBX integration for call logging, click-to-dial, and call recording access.
Xero Integration
Configure Xero accounting integration for syncing invoices, payments, and client data.
Connection Status
OpenAI Integration
Configure OpenAI integration for AI-powered ticket classification, response suggestions, and knowledge base assistance.
Usage Statistics
Test Request
Send a test prompt to OpenAI to verify the integration is working and see the response.
Response
Synergy Wholesale Integration
Connect to Synergy Wholesale to sync domains and hosting services with your clients.