Solutions · By PSA

Native ConnectWise Integration

ConnectWise Gives You the Data. Handover Turns It Into Client Communication.

ConnectWise Manage is the PSA of choice for some of the most operationally mature MSPs in the world. The service board is powerful. The project management module is comprehensive. The reporting engine gives you visibility into almost everything happening in your business.

Almost everything except what your clients actually need to see.

ConnectWise Manage is built for MSP operations. Not for client communication. That gap is where Handover lives.

Native ConnectWise Manage Integration

Handover connects directly to the ConnectWise Manage REST API using your company credentials and API keys. The connection takes under five minutes to set up. There is no middleware, no third-party connector, and no additional configuration required within ConnectWise.

Once connected, Handover pulls your live service tickets, project data, task completion rates, time entries, and SLA information. Everything it needs to generate accurate, complete, intelligent client reports.

What ConnectWise Users Use Handover For

  • Automated Weekly Service Reports
    Connect your ConnectWise Manage instance, select the service tickets and projects for each client, set a weekly schedule, and Handover sends a professional client update automatically. No manual writing. No formatting. No missed weeks. See Weekly Client Reporting.
  • QBR Pack Generation
    Generate a complete, presentation-ready QBR pack from your ConnectWise data in under a minute. Visual charts, executive summary, SLA performance, project status, and AI-generated recommendations. Exported as a branded PowerPoint deck ready to present. See QBR.
  • Project Delivery Updates
    Handover pulls your ConnectWise project tasks and generates clear project status reports that clients can understand without needing access to your ConnectWise instance.
  • Push Notes Back to ConnectWise
    Reports generated by Handover can be pushed back as notes to the relevant service tickets and project records in ConnectWise Manage automatically. Your PSA stays current without any additional manual work.
  • Delivery Health Dashboard
    RAG status across all your active ConnectWise tickets and projects. See which clients need attention before they call you.

Built For ConnectWise Data Structures

ConnectWise Manage has its own data model. Service tickets live on the service board. Projects use a separate project ticket structure. Time entries, configurations, and contacts each have their own API endpoints.

Handover understands all of it. The integration pulls the right data from the right places and generates reports that accurately reflect the full picture of your ConnectWise service delivery. Not just the surface-level ticket summary, but the notes, the time spent, the tasks completed, and the risks identified.

For MSPs Running Both ConnectWise and HaloPSA

Some MSPs run both ConnectWise Manage and HaloPSA simultaneously, whether across different service teams, different subsidiaries, or during a migration between platforms.

Handover supports both PSAs in a single platform. Your client reports can draw from ConnectWise data, HaloPSA data, or both together. Your reporting does not have to reflect the complexity of your internal tooling. It just shows the client what matters.

The First Purpose-Built, Out-of-the-Box Reporting Tool for ConnectWise MSPs

Connect ConnectWise Manage and generate your first client report today. Nothing to configure. Nothing to install. Nothing to learn.

Connect ConnectWise and generate your first report free

Features that power this

PSA Integration · Push Notes to PSA