What Is SMARTshift
One clean pipeline from old to optimized.
SMARTshift is the engine that stands between your old PSA and a spotless ConnectWise instance. Nothing gets copied over blindly — everything is pulled, cleansed, and reshaped before it lands.
Legacy data goes in messy. Curated, structured, ConnectWise-ready data comes out — with the clutter filtered and the history you actually need preserved in a secure archive.
Built and run by an MSP that operates on ConnectWise every day. We don't guess at the destination — we work in it.
Your Legacy Data
Tickets, time, notes, and configs — however messy they arrive.
Curate, Map & Transform
AI + expert review cleanse, filter, and reshape every record.
Clean ConnectWise
Structured, validated, and ready on day one — no bloat.
By The Numbers
Built for scale, tuned for precision.
Filters
How It Works
Two clean paths — from mess to mastery.
Every MSP arrives differently. Whether you're merging instances or migrating in, there's a structured track built for it.
Merge
Combining multiple ITSM/PSA databases into one clean ConnectWise instance.
INGEST
Pull all relevant data from both systems into a secure, query-ready data lake.
MAP
Align source fields to destination, resolving mismatches and standardizing entities.
TRANSFORM
Apply filters, field selectors, and business logic to prepare clean, curated datasets.
LOAD
Load curated data into ConnectWise — SMARTvault then surfaces both companies' legacy history inside it.
Migrate
Moving from a competitive ITSM/PSA into ConnectWise, cleanly.
EXTRACT
Securely extract legacy datasets into our encrypted data lake for full control.
BLUEPRINT
Review against our ConnectWise blueprint using the DOC spreadsheet for precise mapping.
IMPORT
Import curated data into your new environment with optimized tooling for accuracy.
ACTIVATE
Using ML and SMARTvault, surface legacy data inside ConnectWise — no database bloat.
Included With Every SMARTshift
You came to move your data. You leave able to ask it anything.
Every SMARTshift comes with SMARTvault bundled in — the intelligence layer that turns your freshly landed data into a foundation you can question in plain English. Legacy history, live records, every system unified in one place, built on your data and nothing from the open internet. No report builder, no exports, no second login — just answers.
Explore SMARTvaultWhat Makes It Smart
A smarter shift — minus the bubble wrap.
A digital moving crew with AI, automation, and MSP-savvy guidance at every step.
Curated, Not Copied
We cleanse, standardize, and prep your data so it's ConnectWise-ready from day one.
Custom Tools, Zero Duct Tape
Purpose-built tooling, not risky exports. No shortcuts, no guesswork.
AI + Human Expertise
Automation does the grunt work; experts make sure it all makes sense.
Leave the Past Behind
Not every record earns the trip. Filter the clutter, bring only what matters.
Historical Data Included
Full ticket history, time entries, and notes — nothing left stranded.
Low Downtime, High Confidence
A fast, controlled cutover that keeps the business moving.
Who It's For
Built for the teams who want it done right.
Migrating in from another PSA
MSPs moving off a competitor's ITSM/PSA to ConnectWise who want to do it right the first time.
Merging instances after M&A
MSPs combining ConnectWise environments through acquisition who can't afford data collisions.
Done wrestling with CSVs
IT pros who'd rather not spend 90 hours cleaning and importing spreadsheets by hand.
Looking for a better way
Anyone thinking "there's got to be a smarter way to do this" — you're right, there is.
Why Use Us
Data is a liability — until it's an asset.
We don't "also do" PSA migrations — this is our lane. And once your data lands clean in ConnectWise, the journey doesn't have to stop there. Here's where MSPs go next.
Optimize ConnectWise
Clean data is step one. Our consulting sharpens the workflows and processes that turn a working PSA into a well-run operation.
Explore ConsultingAutomate the busywork
Agents that think, workflows that fire every time — intelligent automation working inside ConnectWise to cut manual effort and protect margin.
Explore AutomationsFrequently Asked Questions
What's the difference between a merge and a migration?
A migration moves you from a competitor's ITSM/PSA into ConnectWise. A merge combines two or more ConnectWise instances into one — usually after an acquisition. Different starting points, same goal: clean, structured data in a single ConnectWise environment. SMARTshift has a dedicated track for each.
How do you migrate from Autotask, Kaseya, or another PSA to ConnectWise?
SMARTshift securely extracts your legacy PSA data into an encrypted data lake, maps and blueprints it against your ConnectWise setup, then imports curated, validated data into ConnectWise — with legacy history kept searchable through SMARTvault. Whether you're leaving Autotask, Kaseya, or another competitor PSA, you land in ConnectWise clean and ready to work, not buried in cleanup.
Can we bring our full ticket history, time entries, and notes?
Yes. Historical data comes along — tickets, time entries, and notes included. Everything is staged in a secure data lake and validated in a sandbox before it reaches your live environment, so what lands is exactly what you approved. And because you don't always need everything, our smart filtering lets you choose exactly what moves — the last three years or specific datasets — so you bring what matters and leave the clutter behind.
What happens to the data we choose not to migrate?
It isn't lost. Anything you don't move into ConnectWise stays accessible in a secure archive, and with SMARTvault we can surface legacy records inside ConnectWise when you need them — giving you historical visibility without bloating your new database.
What is SMARTvault?
SMARTvault is the AI-powered intelligence layer bundled with every SMARTshift engagement. It ingests your legacy PSA data and makes it instantly queryable in plain English — using the same AI tools your team already uses, like Claude or ChatGPT. No second login, no legacy license, no new interface. Ask your business history a question and get an answer in seconds, without cluttering your clean ConnectWise environment.
How is this different from doing CSV exports and imports ourselves?
CSV work is where migrations go to die — lost records, mangled fields, and dozens of hours of manual cleanup. SMARTshift uses purpose-built tooling and a secure data lake instead of risky exports, with AI handling the heavy lifting and our ConnectWise experts validating every dataset — human-led, not automation alone. You get a curated, ConnectWise-ready environment, not a spreadsheet headache.
How much downtime should we expect?
None required. SMARTshift handles all data operations at the API level — no direct database manipulation — so your team keeps working in ConnectWise throughout the merge. We validate every dataset in a sandbox before it lands, so go-live is a clean switch, not a scramble.
Do you actually know ConnectWise, or just move data into it?
Both. We're an MSP that runs on ConnectWise every day, and a ConnectWise master implementer and consultant. We don't just dump data into the platform — we structure it the way a working ConnectWise operation actually needs, because that's the environment we live in.
How do we get started?
Reach out through the form below or take the SMARTshift survey to tell us about your environment. We'll follow up to talk through where your data lives today, where it needs to go, and which track — merge or migrate — fits your move. No pressure, no obligation.
Alone we're compelling. Together we're formidable.
Your data shouldn't hold you back...it should move with you.
Migrating In
Moving from another ITSM/PSA to ConnectWise? Name your current platform and we'll map the cleanest route in — full history included, clutter left behind.
Merging Instances
Combining ConnectWise environments after an M&A? Tell us how many and we'll scope a collision-free merge that lands as one clean, structured instance.