How to Connect your PSA.

V01. l Q4 2022

Updated over a week ago

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Binox has all the tools you need so you can import all your contacts to our all-in-one (CRM) and start keeping tabs on sales opportunities under our sales pipeline capabilities, built-in dialer, SMS texting, Email campaign, and more.

Important: The first step once you have created your Binox account is to "connect your PSA", Please follow the steps below.

  • Click on your “Profile Icon” and on the drop-down click on "settings".

  • Click on “Products and Add-ons”.

  • Click on "Connect" under the PSA you are using.

  • Each PSA is different so we recommend the following tutorials on how to connect your "ConnectWise" account or your "Autotask" account.

For more information and tutorials please visit our Help Desk.

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