Lifecycle Manager builds its picture of each client from the tools you connect. The more of your stack you connect, the more complete your asset data, reports, and client reviews become. We don't recommend specific vendors. Connect the tools you already use in each of the following categories.

Recommended integrations

Start with your RMM, PSA, and documentation tool. Together, they give Lifecycle Manager your full hardware and software inventory. Then add the other categories that match your services.

RMM

Your Remote Monitoring and Management (RMM) tool is the most important integration to connect. It syncs every device running its agent, usually workstations, servers, and virtual machines, along with each device's installed software and details like RAM and storage.

Your RMM is the main source of software data in Lifecycle Manager. Without it, you can't:

• Track installed software and operating systems for your clients
• Get software risk and modernization Insights
• Plan software modernization Initiatives and add them to Roadmaps

Some device management tools in the RMM category of the integration center also sync installed software.

PSA

Your Professional Services Automation (PSA) tool fills the gaps your RMM can't cover. Because a PSA isn't limited to devices running an agent, it can sync every asset you track, including network devices, hosts, storage, and mobile devices. You can limit the sync to the configuration types and statuses you want.

Depending on the PSA, it can also sync clients, contacts, agreements, tickets, and opportunities. That data powers features like:

• Creating PSA tickets from work you plan in Lifecycle Manager
• Analytics, which uses your PSA ticket data
• Budget Forecast, which uses your PSA agreements

Documentation tool

A documentation tool syncs the assets your team documents, including equipment you've added by hand. Like a PSA, it isn't limited to devices running an agent.

When your documentation tool and your PSA report different values for the same asset, Lifecycle Manager uses the documentation tool's value. 

See Understanding the Hardware Asset Information map.

Network and backup tools

Connect the network and backup (BDR) tools you use. They add devices your RMM can't reach and help Lifecycle Manager look up warranty dates for those vendors' hardware. If you use Two-Way Sync, those dates can then sync back to your other integrations.

Microsoft 365

The Microsoft 365 integration syncs your clients' license, subscription, and user data. Connect it to see license usage and spot unused or expiring licenses for each client. 

See Review Microsoft 365 license utilization across clients.

Security tools

Connect your Endpoint Detection and Response (EDR) and Security Awareness Training (SAT) tools to bring endpoint protection coverage and training results into Lifecycle Manager. You can then include that data in client Deliverables.

Customer satisfaction tools

Connect your customer satisfaction (CSAT) tool to bring client survey results into Lifecycle Manager.

How Lifecycle Manager combines data from multiple integrations

Connecting several integrations doesn't create duplicate assets. When more than one integration reports the same device, Lifecycle Manager matches the records using identifiers such as serial number and MAC address, and shows them as one asset.

Clients work differently. Lifecycle Manager matches clients across your integrations only when their names match exactly. If a client has a different name in your RMM and your PSA, for example, you'll see two separate clients. You can merge them in Lifecycle Manager. 

See Configuring client settings.

For more on how syncing and client creation work, see Understanding Lifecycle Manager data syncing.

Best practices

• Use the same client names in every tool. This keeps each client as one record and saves you from merging clients later.
• Review what each integration syncs before you connect it. Many integrations sync all clients and assets by default. Use each integration's sync settings to leave out clients and assets you don't manage.
• Turn on Two-Way Sync wherever it's available. Two-Way Sync writes the purchase and warranty expiration dates from Lifecycle Manager back to your PSA, RMM, or documentation tool, so your team sees current dates where they work. 
  See Introduction to Two-Way Syncing.

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