MSP OPERATIONS / BUYER RESEARCH
Verify RMM and PSA integrations
Document permissions and data flow, then test mapping, retries, audit trails and safe access revocation.
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.
Apply the result
Use critical requirements as gates. Record source, date and unresolved questions before a candidate advances. Investigate provider evidence and model costs from the same workload.