This guide details the third-party software, and the respective versions, with whichPSA 2025 R2.0 can integrate with.
Note: This guide is based on PSA version 2025 R2.0 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 18.7
- Dynamics GP 18.6
Note: Ensure that your ActiveX Control is up to date by verifying it is on version 1.3.29.
SAGE 300
- Sage 300 2025
- Sage 300 2024
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 (March 2025)
Agile Project Management
Jira
The Upland PSA Time Tracking app in Jira streamlines your workflow by syncing time tracking data from Jira to PSA. This one-way integration ensures that all recorded time is accurately reflected in PSA, maintaining consistency across platforms and eliminating the need for manual updates.
CRM
This section details the third party CRM tools, and the respective versions, with which PSA can integrate.
Salesforce
- Salesforce Lightning & Classic (Jan 2025) Spring ’25
Microsoft Dynamics CRM
Latest Dynamics 365 Online: 2024 release wave 2 enabled
- Server version: 9.2.25024.00216
- Client version: 1.4.10016-2502.4
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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