CONNECTWISE DATA MIGRATION AND TRANSFORMATION SERVICES

Shift happens. Make it SMART

AI-fueled PSA migration and integration for merging and transitioning MSPs — seamless, aligned, and secure.

Bring Your Data — Leave the Chaos

Let’s be real: migrating your PSA is a huge pain.
Data gets lost, fields get weird, and chaos takes over. SMARTshift turns that mess into a clean, customized launch—minus the chaos.

Dependency Datasets

Data
Filters

Remapped
Datasets

Selectable
Data Fields

Migration
Datasets

Pre-Pended
Datasets

What Makes SMARTshift So Smart?

We’ve built a smarter way to shift your business-critical data to ConnectWise. Think of it like a digital moving crew — but with AI, automation, and a lot less bubble wrap. Here’s how we do it:

Data Curated, Not
Just Copied

We cleanse, standardize, and prep your data—so it’s ConnectWise-ready from day one.

Custom Tools,
Zero Duct Tape

Purpose-built tools, not risky exports.
No duct tape. No shortcuts.

AI + Human
Expertise

Automation does the grunt work. Experts make sure it all makes sense.

Leave Some of the
Past Behind

Not every record needs to make the move. Filter out the clutter and bring only what matters.

Historical Data
Included

Bring your full ticket history, time entries, and notes—no data left behind.

Low Downtime,
High Confidence

Stay operational with a fast, controlled migration that keeps business moving.

Download our high-level migration summary to see how we bring order to complexity.

From Mess To Mastery

See how SMARTshift transforms your ConnectWise PSA data merges and migration into a smooth, guided journey. No chaos, no cliffhangers.
Play Video

MERGE

For M&A clients who must combine multiple ITSM/PSA databases into one ConnectWise instance

INGEST
MAP
TRANSFORM
LOAD

 MIGRATE

For arriving partners moving from a competitive ITSM/PSA to ConnectWise PSA

EXTRACT
BLUEPRINT
IMPORT
ACTIVATE

Who Uses SMARTshift?

working

MSPs moving from another PSA to ConnectWise PSA who want to do it right
Integrate

MSPs merging ConnectWise PSAs through M&A, who don't want collisions
Time

IT pros who’d rather not spend 90 hours cleaning and importing CSVs
Win

Anyone thinking “There’s got to be a better way”
(you’re right)

Why Use Us?

  • Purpose built for MSPs: We don’t “also do” PSA migrations — we specialize in them. This is our lane, and we know every bump in the road.
  • Best of Both Worlds: Your old data is accessible in an archive while your refined data is pushed to ConnectWise.
  • Smart filtering: Only want the last 3 years of data? Done. Want to leave those ancient assets behind? We won't tell.
  • A Partner, Not Just a Platform: We’re here to help — with MSP-savvy guidance every step of the way.

Other Options Worth Considering

file-hosting

Refining & Archiving Data

Archive past data while optimizing systems for efficiency and accessibility

Structured refinement that keeps your environment lean and reliable.

gear

Methods & Processes

Proven frameworks that streamline operations and boost productivity

Tailored process improvements that align with your business goals.

solution

Hyperautomation & Workflow

Automate workflows to reduce effort and accelerate business performance

Intelligent automation that scales with your business.

Alone we're compelling. Together we're formidable

Ready to begin?

Let's talk about it.
  • Discover how the right technology will transform your business from the ground up
  • Get a technology plan, purpose, and process to get real results
  • Learn to amplify your business instincts and smoothly navigate any IT challenges ahead
  • Learn how Azure Spend and Resource Optimization can save you up to 40%

Let's Talk

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