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.

SHOW ME THE WAY

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.

Click Here For Datasheet

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)

Want to learn more? Complete this survey and we will be in touch to discuss your SMARTshift experience here.

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.

ENHANCE YOUR DATA SYSTEMS >
gear

Methods & Processes

Proven frameworks that streamline operations and boost productivity

Tailored process improvements that align with your business goals.

TRANSFORM YOUR OPERATIONS >
solution

Hyperautomation & Workflow

Automate workflows to reduce effort and accelerate business performance

Intelligent automation that scales with your business.

STREAMLINE WITH AUTOMATION >

Alone we're compelling. Together we're formidable

"Decision Digital has become a trusted mentor and subject knowledge expert to many. They freely share their knowledge without expectation of anything in return. We’re a better business, and I’m a better person, because of Decision Digital."

Donald B | President

“I do want to thank you for all your input as I shared much of what you said with our team, and I feel it was very influential in bringing our people over the fence.”

Scott P | President

“Rick, you continue to be an absolute pleasure to work alongside on every engagement. Carry on, good sir!"

Lee P | Solutions Architect, Onboarding & Consulting

“Rick and his company are highly respected among our members and the Decision Digital team has done wonders for our team and their utilization of PSA. Our members constantly praise the great work Decision Digital has done throughout TAG. We are lucky to have Rick as a friend and partner.”

Brian S | President

“Your continued help implementing PSA has really changed our business.”

Peter B | President

“I learned SO MUCH at CATAPULT this week! Richard Harber and the Decision Digital team have crafted a recipe for success that's definitely worth following.”

Chris G | NOC Manager

“Man what an all star lineup! Thank you for offering this gift to the community Rick. Best wishes for continued success this week and in the future”

David P | VP of Sales

“This was a great event. Very glad we attended! We learned a lot about capability, but more about process and workflow”

Josh C | Director of Client Services
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