Bulk Create Client from PSA Crate

What does the Bulk Create Client from PSA Crate do?

Our Bulk Create Client from PSA Crate allows you to create organizations in Rewst from a filtered PSA client list, in bulk.

Why use the Bulk Create Client from PSA Crate?

• Reduce time needed when onboarding into Rewst for the first time.

• Quickly create multiple unique Rewst organizations from your PSA.

Crate prerequisites

Prior to unpacking and running this Crate, you should have one of the following PSA integrations configured in Rewst:

• ConnectWise PSA

• DattoPSA

• Freshdesk

• HaloPSA

• Kaseya BMS

Unpack the Bulk Create Client from PSA Crate

1. Navigate to Crates > Crate Marketplace in the left side menu of the Rewst platform.

2. Search for Bulk Create Client from PSA.

3. Click on the Crate tile to open its details page.

4. Locate the Required Org Variables menu on the right of the Crate details page. Click to launch the Add Organization Variable dialog.

5. Set the Name field to default_PSA, if Rewst does not automatically populate this into the field for you.

6. Set the Category to general.

7. Set the Value field to the value that corresponds to your PSA, referenced from the table below.

   PSA

   Value

   ConnectWise PSA

   cw_manage

   DattoPSA

   datto_psa

   Freshdesk

   freshdesk

   HaloPSA

   halo_psa

   Kaseya BMS

   kaseya_bms

8. Click Submit.

9. Click Unpack Crate, then Continue.

10. Enter your time saved.

11. Follow the on-screen instructions.

12. Click Unpack.

13. Once unpacking has completed, click Done.

Test the Crate

1. Navigate to Automations > Forms.

2. Search for [ROC] Rewst: Create Orgs from PSA Form.

3. Click ⋮ and select usages.

   
4. Click the workflow named [ROC] Rewst: Create Orgs from PSA - Stage 1: Collect Organizations.

5. Click View Direct URLs.

6. Click the link that corresponds to your MSP’s organization.

7. Choose your account types from the drop-down selector. These will act as a filter for the organizations you want to create.

8. Select status criteria from the Account Statuses / Classification drop-down selector to filter for the subset of organizations to create.

9. Remove any unwanted organizations from the list.

10. Click Submit.