Integrations FAQ

Common questions about connecting and managing third-party integrations in Junto.

Which integrations does Junto support?

Junto connects to PSA, RMM, documentation, security, security awareness, productivity, licensing, backup, and other MSP tools. See the Integration Overview for the full list and setup guides, including Phin Security, Barracuda Email Gateway Defense, and Bitdefender GravityZone.

Where do I configure integrations?

Navigate to Settings > Integrations to see all available integrations, their status, and tool coverage.

Who can manage integrations?

Only users with the Admin or Owner role.

What connection statuses might I see?

• Connected -- Active and functioning.
• Disconnected -- Previously connected but currently inactive.
• Token expired -- Authentication token needs refresh.
• Error -- A problem that requires attention.
• Not configured -- Not yet set up.

What happens if an integration disconnects?

Associated tools become unavailable to the agent. Reconnect by updating credentials on the integration's settings page.

How do I check sync status?

Each connected integration shows its last sync timestamp on the Integrations overview page. ConnectWise runs automatic incremental syncs and supports manual full syncs.

Why are some ConnectWise tickets unavailable just after setup?

The initial import can take several hours, depending on the amount of data, because requests are paced to respect ConnectWise API limits. A ticket must finish syncing before it is available in Junto or the Pod. Check sync status and confirm that the ticket's service board is selected. See ConnectWise initial sync.

Should I connect Microsoft 365 through CIPP or authorize each tenant directly?

If you already maintain an active CIPP instance, CIPP gives Junto access through one connection instead of requiring separate Microsoft OAuth consent for every client tenant. Both paths provide the same agent capabilities. Junto does not have its own partner-level GDAP connection; Microsoft 365 direct is authorized tenant by tenant.

If both paths are connected for a company, the agent prefers CIPP. Use Microsoft 365 direct if you do not run CIPP or your CIPP instance is unreliable. See CIPP or Microsoft 365 Direct? for the comparison. When setting up CIPP API credentials, remember to click Actions > Save to Azure after creating the client.

Can I connect Avanan before migrating to the Infinity portal?

Yes. Junto supports the legacy Avanan SmartAPI as well as the Check Point Infinity portal. Choose the platform you actually use and follow its credential setup in the Avanan guide.

What should I check if Phin returns a 401 authentication error?

Check that the Partner ID and Client ID are in their correct fields. They are different values; copying the same value into both fields can cause authentication to fail. Copy each value carefully and retry the connection with the corrected credentials. See Phin setup and troubleshooting.

Can I connect multiple instances of the same integration?

Connection scope depends on the integration. Organization-level connections such as NinjaOne, Sophos Central, Phin Security, Barracuda Email Gateway Defense, and Bitdefender GravityZone use company mappings to select each client's data. Company-scoped integrations such as Microsoft 365 and Google Workspace are authorized separately for each customer company. Check the integration's setup guide for its connection and mapping requirements.

How do I troubleshoot a failing integration?

Check the status on the Integrations page. If "Error" or "Token expired," open the settings and verify credentials. Most integrations offer a "Test Connection" feature.