Switching PSA is hard. We make the move the easy part.
The biggest reason MSPs stay on a tool they've outgrown is the fear of moving. Here's the honest path from wherever you are today — and where we do the heavy lifting with you.
Spreadsheets & a shared inbox
The most common starting point. Point your support mailbox at Opentra and tickets start creating themselves, then import your clients and rates from a spreadsheet.
- 1 Connect your support mailbox (MS Graph)
- 2 Import clients and rates from a spreadsheet
- 3 Old email threads become searchable tickets going forward
ITFlow
Already self-hosting ITFlow but hand-keying every invoice? Bring your clients, contacts and open tickets across, then let Xero and live timers do the billing you were doing by hand.
- 1 Export clients, contacts and open tickets (CSV / API)
- 2 We map them into Opentra, rates included
- 3 Connect Xero so month-end stops being a re-key
HubSpot
Your companies and contacts come across via the live HubSpot sync, the same connector that keeps sales and service aligned afterwards.
- 1 Connect HubSpot in Settings, Integrations
- 2 Companies map to client orgs; contacts follow
- 3 Deals stay in HubSpot; service lives in Opentra
Migration help is hands-on in Pro + Managed and Opentra Cloud. Coming from something not listed? We’ve almost certainly seen it — tell us what you run.