We are always looking to expand our feature set, so if there is anything else you’d like to see that would help you, please let us know. Your feedback is invaluable.
NEW! PSA Contract/Agreement sync
We recently implemented integrations with Autotask and ConnectWise for syncing active customers. Now those integrations have been extended to including syncing your contracts with your customers.
If you’ve already enabled your PSA integration to sync customers and would now like to include contracts, the switch is easy. Just follow these simple steps and you’ll be on your way.
NEW! CRM Integration
We’re thrilled to introduce the first CRM integration with Channel Program. This integration will enable a one-way sync from HubSpot into Channel Program, allowing you to sync active customer profiles.
Note: This integration will initially be available only for MSPs subscribed to MyITSpend. To learn more about MyITSpend, click here.
NEW! Vendor Contract Import
As an MSP with NaviStackPro (Vendor Contracts), you’ve been adding contracts one-by-one. While this ensures data accuracy, it can be time-consuming.
Now, you have an additional option to add your contracts using CSV import. When importing contracts via CSV, you’ll need to provide at least the vendor and product information. Including additional details (cost, effective date, expiry date) is recommended to save time on data entry after the import.
Don’t worry; you’ll be able to download a CSV template tailored to your needs.
If you're also using NaviStack Customer Manager, don't worry—CSV imports for contracts will be available for Customer Contracts as well.
IMPROVED! Vendor Contract workflow, look & feel
After reviewing all feedback received on Vendor Contract Management, we’ve taken it into account to give you an improved way to adding contracts.
The original implementation had contracts tied to a main product, we’ve adjusted that to better match how contracts with vendors or distributors are structured, and that is with the provider. When adding a new contract, you’re requested to select the vendor or distributor for the contract. We’ve also adjusted how to view or edit contracts that have been added.
IMPORTANT: If you have already added contracts, don’t worry these have been moved over to the new to the new presentation.