Importing Contacts from CSV

Introduction:

If you’re looking to do end-user verification on your helpdesk, but you happen to be using a PSA that MSP Process doesn’t support, no worries! We allow for contacts to be imported from a CSV file into our database; once imported, you can then use the End-User Verification, Technician Verification and Secure Data Send features. MSP Process supports importing files from the following sources:

• Microsoft Entra (https://entra.microsoft.com), under the Users -> All Users page
• Microsoft 365 (https://admin.microsoft.com), under the Users -> Active Users page
• Google Workspace

Importing Contacts into MSP Process

1. Download the CSV file from Microsoft or Google
2. Login to MSP Process (https://app.mspprocess.com)
3. Navigate to the Settings -> Integrations -> PSA Integrations page
4. Click the Add New Integration button

1. Click the CSV button

• Specify a Name

1. On the PSA Integrations page, click into your CSV integration
2. Click the Import Data button

1. Upload your CSV file

1. Congrats! You’ve now uploaded contacts into MSP Process

Options During the Import Process

• The Remove other records option will erase any previously-uploaded contacts
• The Skip existing records option will ignore any existing contacts, and will not update their information

Interacting with Imported Contacts

Now that you’ve imported your contacts into MSP Process, you can interact with them from the Contacts page - it can be found at the very top of the left-hand menu in MSP Process: On the Contacts page, find the end-user you’re looking for, and then in the Actions column click the Pod icon: Within the Pod, you’ll then be able to perform end-user verification, securely send data using the Secure Data Send feature, and respond to Technician Verification requests: