Lifecycle Manager automatically imports agreements from your connected PSA. Once your integration is active, agreements sync every 24 hours automatically.

Supported PSAs

Lifecycle Manager supports direct sync from:

• Autotask PSA
• ConnectWise Manage

For setup instructions, see the integration article for your PSA:

• Integrating with Autotask PSA
• Integrating with ConnectWise Manage

Supported agreement types

Lifecycle Manager supports the following agreement types from both PSAs:

• Recurring services
• Fixed-cost and milestone-based

How sync works

After your PSA integration is set up, Lifecycle Manager syncs all supported agreements automatically every 24 hours. Pricing and contract details stay current based on what's in your PSA.

When you open an agreement, you can see the individual line items that make up the contract total, such as ConnectWise additions. You can also expand agreements in the table view to show line items inline.