# RMM and PSA Integration Worksheet

## Environment inventory

| System | Product and version | Owner | Required data flow | Privilege level | Critical |
|---|---|---|---|---|---|
| RMM | | | | | |
| PSA | | | | | |
| Documentation | | | | | |
| Identity provider | | | | | |
| Communications | | | | | |

## Vendor verification

For every integration capture the official documentation URL, last verified date, supported direction of sync, authentication method, required permissions, field mapping, rate limits, error handling and support owner.

## Pilot acceptance

- [ ] Create a test alert and confirm ticket creation.
- [ ] Confirm priority and client mapping.
- [ ] Confirm note, status and assignment updates in both directions where promised.
- [ ] Confirm duplicate suppression and retry behavior.
- [ ] Revoke access and confirm the integration fails safely.
- [ ] Export an audit trail for the full test.

## Decision rule

Treat an integration as verified only after documentation review and a successful pilot. Marketing mentions without technical documentation remain vendor-stated.