To add/import managed companies, you will first need to login to your Enterprise Portal > select 'Managed Companies'.
To add or import managed companies, simply use the two buttons at the top right of the section.
You can choose to add and/or import Managed Companies in three different ways:
- By manually adding them. Check out this article.
- By importing any CSV, XLS, or XLSX file with managed companies from your computer. Check out this article.
- By using available integrations (IT Glue, ConnectWise Manage, Kaseya VSA).
For more information on how to import managed companies, check out our video tutorial.
How you can reach us
If at any point in time you need our assistance here's how you can reach us
- On the live chat support available on the app, the portal, and the website. Look for this black icon at the bottom right of the screen.
- Via email at firstname.lastname@example.org
- By booking an on boarding call with your point of contact - they will be happy to assist you at any time