Get your data out of your PSA

• ConnectWise PSAWhich ConnectWise PSA lists and reports give Headroom its clients, tickets, time entries and billing lines, and how the columns map.Clients, Tickets, Time entries, Billing / agreements
• Autotask PSA (Datto)Which Autotask PSA searches and reports give Headroom its clients, tickets, time entries and billing lines, and how the columns map.Clients, Tickets, Time entries, Billing / agreements
• HaloPSAWhich HaloPSA lists and reports give Headroom its clients, tickets, time entries and billing lines, and how the columns map.Clients, Tickets, Time entries, Billing / agreements
• SyncroWhich Syncro lists give Headroom its clients, tickets, time, assets and billing lines, and how the columns map.Clients, Tickets, Time entries, Users & devices, Billing / agreements
• Microsoft 365 usersHow to export active users and licences from the Microsoft 365 admin centre for Headroom's users and devices file.Users & devices
• RMM device listsHow to export a device list from an RMM such as NinjaOne, Datto RMM or N-able for Headroom's users and devices file.Users & devices

Using another PSA? Any system that exports a CSV works. The ConnectWise guide is a good general model: the same lists exist under different names elsewhere.

ClientsRequired

The baseline every opportunity is checked against. From your PSA or billing system.

TicketsRecommended

Finds out-of-scope and unbilled work. From your PSA.

Time entries

Finds unbilled time and support over allowance. From your PSA.

Users & devices

Finds agreement drift and unbilled licences. From your RMM or Microsoft 365.

Billing / agreements

Finds billing mismatches and unbilled licences. From your billing or accounting system.

Contracts

Finds work the agreement excludes. Signed agreements, SOWs and service schedules.

• Export three to six months of tickets and time entries, ending with the last full month. Use the same start and end date for both: the analysis period is the months those dates span.
• Fewer than three months gives too little to compare; more than six makes old agreements and leavers more likely to blur the picture.
• The clients file, users and devices, and billing lines describe what is in place now: current agreements, active users and devices, and current recurring charges. They have no date range.
• Users and devices with a created or first-seen date let Headroom tell when each one was added, so a monthly figure reflects when growth happened.