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Integration Settings

Connect Level to your PSA, documentation, alerting, and other tools your team already uses.

Introduction

Level connects to the tools your team already uses: PSA platforms, documentation systems, alerting services, and more. Native integrations are enabled and configured per organization. Some partner integrations appear as documentation cards and use API keys or webhooks instead of an in-product configuration form.

To reach the Integrations page, go to Settings → Integrations.



Available Integrations

Level currently supports the following integrations. Each has its own setup guide linked below.


PSA Integrations

Professional Services Automation (PSA) integrations let you sync clients, map devices to accounts, and route alerts into your ticketing workflow directly from Level.

ConnectWise PSA Map Level organizations to ConnectWise companies, sync device data, and create tickets from Level alerts. Full setup guide: ConnectWise PSA Integration.

HaloPSA Connect Level to HaloPSA to centralize support workflows and keep device data in sync with your PSA records. Full setup guide: HaloPSA Integration.

ZestMSP ZestMSP is purpose-built for MSPs and connects to Level with minimal configuration. Full setup guide: ZestMSP Integration.

DeskDay DeskDay provides PSA and chat-based service delivery for MSPs. Connecting it to Level requires creating a webhook in Level first. The setup guide walks through both sides: DeskDay Integration.

AlgaPSA AlgaPSA is a hosted, open-source PSA platform for MSPs. The AlgaPSA card links to a setup guide that covers the Level API key, group and device sync, and alert ticketing: AlgaPSA Integration. AlgaPSA is configured in AlgaPSA and through Level API keys and automations, not with a configuration toggle on this page.

Regentra Regentra is a combined PSA and compliance platform. The Regentra card links to a setup guide that covers device sync with a Level API key and optional real-time webhooks: Regentra Integration. Regentra is configured in Regentra and through Level API keys or webhooks, not with a configuration toggle on this page.


Documentation Integrations

Hudu Sync device information from Level into Hudu to keep your documentation current without manual updates. Full setup guide: Hudu Integration.


Alerting Integrations

iLert Route Level alerts to iLert for on-call scheduling, escalation policies, and incident response workflows. Connecting it to Level requires creating a webhook in Level first. The setup guide walks through both sides: iLert Integration.


API Access

The Level public API lets you build custom integrations, pull device and alert data into your own tools, and automate workflows outside of Level’s native integration set.

API keys are generated and managed separately under Settings → API Keys. Full documentation: Level Public API.

ℹ️ NOTE: API keys grant programmatic access to your Level organization. Treat them like passwords. Rotate them if compromised and restrict access to only the systems that need them.


Enabling an Integration

The process below applies to native integrations that have configuration controls in Level:

  1. Go to Settings → Integrations.

  2. Locate the integration card and click View integration.

  3. Toggle the integration on.

  4. Fill in the required credentials and configuration fields. Each integration’s setup guide covers the specifics.

  5. Save your configuration.

The AlgaPSA and Regentra cards link to external setup guides instead of opening an in-product configuration form. Follow the setup steps in those guides rather than looking for a Level-side enable toggle.

💡 TIP: Have your PSA credentials ready before starting. Most native integrations require an API key or OAuth connection from the external platform, and you’ll need to generate those in the other tool first.

⚠️ WARNING: Disabling an active native integration immediately stops all syncing and ticket creation between Level and that platform. Any in-progress syncs may be interrupted. Check your PSA for any orphaned tickets or incomplete records after disabling.


FAQ

  • Which integrations does Level support? Level currently provides native integrations for ConnectWise PSA, HaloPSA, ZestMSP, DeskDay, Hudu, and iLert. The Integrations page also includes documentation cards for AlgaPSA and Regentra, which use API keys and/or webhooks rather than an in-product configuration toggle. The Level public API is also available for custom integrations.

  • Who can enable or configure integrations? Technicians need management-level access to configure Settings. If you can’t see the Settings menu or the Integrations option, contact your Level administrator to adjust your permissions. See Workspace → Permissions for details.

  • I enabled a native integration but it’s not syncing. What should I check? Start with the credentials. Most sync failures come from expired API keys or changed passwords in the external platform. Disable the integration, re-enter your credentials, and re-enable it. Each integration’s setup guide includes a troubleshooting section with platform-specific steps.

  • I configured AlgaPSA or Regentra but it isn’t syncing. What should I check? Open the corresponding setup guide and verify the Level API key first. For AlgaPSA, also check group mappings, the device sync, and the alert automation if you are sending tickets. For Regentra, check the first sync and, if configured, the webhook delivery in Settings → Webhooks.

  • Is there an integration for a tool that’s not listed? If Level doesn’t have a native integration or documentation card for a tool you use, the public API covers a wide range of use cases. For webhook-based event notifications, see Settings → Webhooks.

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