This guide details the third-party software, and the respective versions, with whichPSA 2025 R1.0 can integrate with.
Note: This guide is based on PSA version 2025 R1.0 and does not cover or support any previous versions of PSA.
This page could be updated as new information becomes available.
Accounting
This section details the third-party Accounting tools, and the respective versions, with which PSA can integrate with.
Microsoft Dynamics GP
- Dynamics GP 18.6
- Dynamics GP 18.4
Note: Ensure that your ActiveX Control is up to date by verifying it is on version 1.3.29.
SAGE 300
- Sage 300 2024
- Sage 300 2022
QuickBooks Desktop
- 2024 Pro (US & CAN)
- 2023 Pro (US & CAN)
- 2022 Pro (US & CAN)
Note: Ensure that your ActiveX Control is up to date by verifying it is on version 2.4.27.
QuickBooks Online
- Essentials and Plus (US, Canada)
Concur (Online)
- Concur Expense
CRM
This section details the third party CRM tools, and the respective versions, with which PSA can integrate.
Salesforce
- Salesforce Lightning & Classic Winter ’25 Patch 13.9
Microsoft Dynamics CRM
- Microsoft Dynamics CRM 365 (V. 9.2.24084.202 2024 release wave 2)
Note: The new Unified Interface is now supported.
Single Sign-on (SSO)
The Single Sign-on integration is based on the third-party provider requirements. Therefore, if interested, please contact your Upland Customer Success Manager to discuss further.
Collaboration Platform
- Microsoft Teams
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