PSA Migration Guide for MSPs
How to plan a PSA switch that protects SLAs, billing and history—from data inventory to the day you retire the old system.
Last updated: October 2026 · Published by the Corei team
How do you migrate from one PSA to another?
Inventory the data you need, choose a hard cutover or a tandem approach, import or sync clients, agreements and open work, validate with a pilot team and one parallel billing run, then move remaining teams and retire the old PSA at renewal.
Why PSA migrations feel risky
The PSA touches everything: open tickets, agreements, time, invoices and years of history. A failed migration can mean missed SLAs and missed billing in the same month, which is why many MSPs stay on a PSA long after it stops fitting.
What data needs to move
Before choosing an approach, inventory what you actually need on day one versus what can follow.
- Companies, sites, contacts and their relationships
- Configurations and assets
- Agreements, additions and billing rules
- Open tickets, projects and scheduled work
- Closed ticket and time history (decide how many years)
- Products, catalog items and open quotes or orders
Cutover vs tandem migration
A hard cutover moves everyone on a set date. It is simple to explain but concentrates all risk into one weekend.
A tandem migration runs the new PSA alongside the old one with two-way sync, so teams move gradually and you can compare results before retiring the old system. It takes longer to finish but is much easier to reverse.
A typical migration timeline
Durations vary with data volume and integrations. Corei's initial sync from ConnectWise PSA typically completes in 12–36 hours.
- Week 0: scope, data inventory and success criteria
- Initial sync or import, then validation of clients, agreements and open work
- Pilot team works in the new PSA while the rest stay put
- Billing run compared side by side in both systems
- Remaining teams move; old PSA kept read-only or retired at renewal
Common risks and how to avoid them
- Billing mismatches — run one invoice cycle in parallel before switching
- Broken integrations — list every connected tool and test each one
- Lost history — confirm what historical data is migrated or archived
- Team resistance — start with a pilot team and share early wins
- Contract timing — align the switch with your current PSA renewal
Training and change management
Give dispatchers, technicians, project managers and billing staff role-specific walkthroughs. Pick a champion per team, and keep a short list of 'how do I…' answers for the first month.
Migrating to Corei
Corei is an AI-native PSA for MSPs. For ConnectWise PSA users it runs in tandem with two-way sync, so you can move at your own pace or consolidate onto Corei immediately. For other PSAs, review your data and timeline with us during a demo.
Evaluation checklist
- Data inventory complete and history scope decided
- Cutover or tandem approach chosen
- Every integration listed and tested
- Pilot team and champions named
- One billing cycle compared in both systems
- Old PSA renewal date and retirement plan confirmed
Frequently asked questions
How long does a PSA migration take?
From a few weeks to several months, depending on data volume, integrations and approach. Tandem migrations take longer to finish but carry less risk.
Can I keep my ticket history?
Usually yes. Confirm with the vendor how many years of tickets and time are migrated, and whether anything is archived instead.
Can Corei run alongside ConnectWise?
Yes. Corei syncs two-way with ConnectWise PSA, with an initial sync typically completed in 12–36 hours.