> ## Documentation Index
> Fetch the complete documentation index at: https://docs.neoagent.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Switching your PSA

> Move Neo from one PSA to another — disconnect the old one, connect the new one, and repoint what only you can decide

Neo connects to one PSA at a time. To move from one to another, disconnect the first, then connect the second.

## Disconnect your current PSA

<Steps>
  <Step title="Open your PSA on the Integrations page">
    Go to [**Integrations**](https://dashboard.neoagent.io/integrations) and select your connected PSA.
  </Step>

  <Step title="Select Disconnect">
    **Disconnect** sits beside **Edit** on the connection card.
  </Step>

  <Step title="Read what disconnecting costs, then confirm">
    Neo stops reading tickets from that PSA straight away, and the modal names the three things you need to redo yourself afterwards.
  </Step>
</Steps>

## What Neo does for you

* Turns off the old PSA's webhooks, so it stops sending ticket events.
* Resets the sync timestamps, so the new PSA's first sync reads your companies, contacts and users in full.
* Removes the old PSA's stored credentials.
* Keeps Neo's copy of the tickets it already synced, so your agents can still search them to find how a similar problem was solved before. Your PSA keeps its own records too.
* Clears the old PSA's companies, so your company list is read fresh from the new PSA instead of holding entries that point at a PSA you no longer use. Your company exclusions and Microsoft 365 links go with them — see [Repoint your workflows and agents](#repoint-your-workflows-and-agents).

<Note>
  Moving **to ServiceNow** is one exception. You sign in to ServiceNow in the browser, and that sign-in replaces the stored PSA address before the disconnect runs, so the old PSA's webhooks need removing by hand on that PSA.
</Note>

## Connect the new PSA

Return to [**Integrations**](https://dashboard.neoagent.io/integrations), select your new PSA, and follow its setup guide — [Autotask](/integrations/psa/autotask/connecting-to-neo), [ConnectWise](/integrations/psa/connectwise/connecting-to-neo), [HaloPSA](/integrations/psa/halopsa/connecting-to-neo), [ServiceNow](/integrations/psa/servicenow/connecting-to-neo) or [Syncro](/integrations/psa/syncro/connecting-to-neo). Create the Neo user in the new PSA first; each guide says what it needs.

A large PSA takes a few hours for its first sync.

## Repoint your workflows and agents

Three things need your decision, so Neo leaves them to you.

<AccordionGroup>
  <Accordion title="Workflows that filter on old-PSA fields">
    A workflow that runs only on a ConnectWise board, or on a ConnectWise ticket sub-type, has nothing to match in Autotask — Autotask has queues, and no sub-type. The workflow stays enabled and stops matching tickets, with no error.

    Open each workflow and point every filter that names an old-PSA field at its equivalent in the new PSA.
  </Accordion>

  <Accordion title="Agent permissions">
    Agents hold their PSA permissions per PSA, so an agent that could update tickets in your old PSA starts with none in the new one. Grant them again on each agent.
  </Accordion>

  <Accordion title="Company exclusions and Microsoft 365 links">
    Your companies are read fresh from the new PSA, so a company you had excluded comes back **included** and Neo starts working its tickets. This is the one item that changes what Neo acts on by itself, so redo it before your new PSA's first sync finishes if you can.

    On the [Companies](https://dashboard.neoagent.io/end-companies) page, exclude the companies you do not want Neo to manage, and re-link any company you had connected to Microsoft 365. Your customers' Microsoft consent still stands in their own tenants — Neo asks for the link again, not for the consent.
  </Accordion>
</AccordionGroup>

If you use the [phone agent](/phone-agent/intro), it also holds identifiers from the old PSA for the company, queue, status and source it writes to. Contact Neo Support to repoint those.

## Switching to a different instance of the same PSA

Moving between two instances of the *same* PSA — sandbox to production, or one ConnectWise instance to another — changes every record ID, so the old instance's data no longer matches anything. Disconnect and reconnect exactly as above. Neo keeps the old instance's tickets, and those point at IDs the new instance does not have, so ask Neo Support to clear them.