Integrations overview

xClause connects to the PSA, RMM, accounting, licensing and distributor tools MSPs already use. Each integration has its own guide covering setup, the exact permissions the API account needs, what syncs, and troubleshooting.

Where integrations live

Open Settings > Integrations. Integrations are grouped into categories, such as PSA & RMM, Accounting, Licensing and Distributors. Click a tile to connect, check status, or manage a connection.

Plan requirements

The Settings > Integrations page is not available on the MSP Starter plan unless your account has been given integrations access. On that plan, the page sends you to billing.
Some integrations check your plan again when you connect:
- ConnectWise PSA and NinjaRMM need a plan that includes PSA integrations.
- QuickBooks, Xero and FreshBooks need a plan that includes accounting integrations.
- The Free, Free Plan and MSP Starter plans include neither.

Each guide lists its own requirements under Before you start.

Available integrations

Integration	Category	What xClause changes in the other system
HaloPSA	PSA	Creates clients, sites, contacts, opportunities and quotations. Closes the record when a contract is fully signed.
Autotask	PSA	Creates companies when client auto-sync is on. Creates, updates and deletes configuration items when you manage endpoints.
ConnectWise PSA	PSA	Updates agreement addition quantities when you sync managed unit counts. Everything else is read-only.
SuperOps	PSA & RMM	Creates, updates and deletes devices when you manage endpoints. Everything else is read-only.
NinjaRMM	RMM	Nothing. Read-only.
IT Glue	Documentation	Nothing. Read-only.
Microsoft 365	Licensing	Nothing. Reads license (SKU) counts.
QuickBooks	Accounting	Creates customers and invoices. Reads payments back.
Xero	Accounting	Creates or updates contacts. Creates draft invoices.
FreshBooks	Accounting	Creates or updates clients. Creates draft invoices.
Ingram Micro	Distributor	Nothing. Reads catalog and pricing. Never places orders.

Choosing what access to grant

Each guide has a Permissions section built from the calls xClause actually makes. Use it to create an API account with only the access xClause needs:

Where a guide says read, xClause only reads that area.
Where it says read and write, xClause creates or updates records there.

Some vendors issue a token that covers everything the API account can reach. HaloPSA is one: xClause requests the all scope. In those cases, the role or security level you give the API account is what limits xClause.

Getting help

If a guide's troubleshooting table does not cover what you see, contact support. Include the integration name and the exact message shown.