Integrations
Microsoft, PSA, RMM, security, billing, documentation and AI providers, and how customer matching ties them to your clients.
- What to know before you connect QuickBooks, IT Glue or Pax8
Know what each connection needs before you start: QuickBooks wants the right company and a clean client match, IT Glue can bring in a whole account's passwords in one file, and Pax8 decides how plans land on invoices.
- How to connect Google Workspace mail
Forward your Google support mailbox to GoTenix once and its mail becomes tickets, then add an app password so replies and invoices go out through Google from the same mailbox.
- How to use the Connect Microsoft wizard
Make one Global Admin sign-in and the Connect Microsoft wizard checks, lesson by lesson, that your own Microsoft connection and its three apps are really working, so mailboxes, client tenants, dispatch calendars and CyberSentry can all use it.
- How to use the Connect your mailboxes wizard
Connect your help desk mailbox, set the name clients see on your emails, turn on email to tickets and connect a billing mailbox, with a live check at each lesson so you know mail is really flowing before you stop.
- What your integrations connect
Connect your PSA, RMM, Microsoft 365, documentation, billing and AI tools once and GoTenix joins them into one client record, with Matching to confirm which client is which.
- How to use the Make GoTenix my PSA wizard
The Make GoTenix my PSA wizard turns on the billing automation your old PSA used to own. It takes five settings one at a time, each with a recommended value, and explains that disconnecting the old PSA is the real moment of cutover.
- What the Microsoft Entra ID and Mail pages show
Connect your Microsoft tenant once to get client Microsoft 365 sync, dispatch calendars, CyberSentry sign-in monitoring and your help desk mailbox. The Entra ID page creates and checks the connection, and the Mail page points help desk, billing and training mail at your mailboxes.
- What the QuickBooks Online page shows
Connect QuickBooks Online once and invoices you approve in the portal are pushed across for you, with a QB column that shows which ones have arrived. The same page keeps your tax codes and product list in step with your company file.
- How to use the Set up Microsoft 365 and Set up Google Workspace wizards
Link each client's Microsoft 365 tenant or Google Workspace domain once, and their users and licenses flow into your portal every six hours, so seat counts for billing stay honest and renewals reach you with time to act.
- What Splashtop gives you in one click
Save one email and each Windows device on your Splashtop team that has reported in gets a Control mark on the device list that opens a Splashtop Business session straight to that machine, with each launch recorded.