This article explains options for importing contracts from Autotask PSA and ConnectWise Manage into Lifecycle Manager.

Supported Contract Types

Lifecycle Manager supports the following contract types for direct import from both Autotask PSA and ConnectWise Manage:

• Recurring Services Contracts
• Fixed Cost / Milestone-Based Contracts

Designating contracts to import

You can choose which contracts and even individual additions within those contracts, to be brought into Lifecycle Manager. To select a contract for import:

• Go to the Agreements section of each client.
• Click the Sync from PSA button.
• Select the contract or services you want to import.

Syncing Contracts

Once contracts are flagged for import, Lifecycle Manager will:

• Perform a regular sync to ensure pricing and other contract details remain current.
• Allow on-demand syncs whenever you need the most up-to-date information.

For more detailed instructions, depending on your integration setup, click the relevant links:

• Importing Contracts from Autotask PSA
  As an Autotask integration provides comprehensive default permissions, no additional permission updates are required to take advantage of these new features.

• Importing Contracts from ConnectWise Manage
  Follow the steps to import and maintain your ConnectWise Manage contracts within Lifecycle Manager.