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Integrations Overview

PanelOne connects to the tools MSPs already use, pulling data into a single unified dashboard. This guide covers every supported integration: what it does, what data it syncs, which PanelOne features depend on it, and how to get started.


Quick Reference

IntegrationCategoryKey Data
NinjaOneRMMDevices, clients, alerts, tickets, software, patches
GoreloRMMDevices, clients
SuperOpsRMMDevices, clients
SyncroRMMDevices, clients
SentinelOneSecurityEndpoint threats, software inventory
SophosSecurityEndpoint protection, account health scores
BitdefenderSecurityEndpoint protection
CheckpointSecurityEmail security (Harmony Email & Collaboration)
Microsoft 365 / CIPPCloudUsers, licenses, groups, Intune, security, domains
UniFiNetworkSites, network devices, connected clients, WAN health
3CXPhonePhone extensions, call status, webhooks
DropsuiteBackupM365 backup status
JamfDevice ManagementApple devices (macOS, iOS)
Pax8BillingSubscriptions, licenses, companies
XeroBillingInvoices, accounting data
Synergy WholesaleDomains & hostingDomains, hosting, SSL (BillingOne)
ResendEmailTransactional email delivery
SendGridEmailTransactional email delivery

RMM Integrations

NinjaOne

What it does: NinjaOne is the most deeply integrated RMM in PanelOne. It serves as the primary source for device data, client organizations, and operational management.

Data synced:

  • Devices (endpoints, servers, workstations)
  • Client organizations
  • Alerts and notifications
  • Support tickets
  • Software inventory
  • OS patch compliance
  • Device custom fields

PanelOne features powered by NinjaOne:

  • Device Health page (primary device source)
  • Alerts page (NinjaOne alerts)
  • Tickets page (synced tickets with "View in NinjaOne" links)
  • Client Detail → NinjaOne features (end users, org documents, installers, custom fields, tabs, checklists, node roles)
  • Reports → NinjaOne Queries (run NinjaOne query endpoints)
  • Reports → NinjaOne Knowledge Base (folders and article management)
  • Device Detail → Software, Patches, and Device Actions tabs
  • Security → Vulnerability scan group CSV upload

How to connect:

  1. Go to Settings → Integrations
  2. Find NinjaOne and click Configure
  3. Enter: Client ID, Client Secret, Base URL (your NinjaOne instance URL)
  4. Click Test Connection, then Save

Credentials needed:

  • ninjaone_client_id
  • ninjaone_client_secret
  • ninjaone_base_url

Gorelo

What it does: Alternative RMM integration for device and client data.

Data synced:

  • Devices
  • Client organizations

PanelOne features powered by Gorelo:

  • Device Health page
  • Client import and mapping

How to connect:

  1. Settings → Integrations → Gorelo → Configure
  2. Enter API credentials
  3. Test and save

SuperOps

What it does: Alternative RMM for device and client management.

Data synced:

  • Devices (assets)
  • Client organizations

PanelOne features powered by SuperOps:

  • Device Health page
  • Client import
  • BillingOne invoice sync (SuperOps invoices)

How to connect:

  1. Settings → Integrations → SuperOps → Configure
  2. Enter API credentials
  3. Test and save

Syncro

What it does: Alternative RMM for device and client management.

Data synced:

  • Devices (assets)
  • Client organizations (customers)

PanelOne features powered by Syncro:

  • Device Health page
  • Client import and mapping

How to connect:

  1. Settings → Integrations → Syncro → Configure
  2. Enter API credentials
  3. Test and save

Security Integrations

SentinelOne

What it does: Endpoint Detection and Response (EDR) platform. Provides threat intelligence and endpoint protection data.

Data synced:

  • Security threats (with severity, status, classification)
  • Software inventory from SentinelOne agents
  • Endpoint protection status

PanelOne features powered by SentinelOne:

  • Security → Threats tab (full threat management with actions)
  • Security → Security Score (endpoint threats component)
  • Device Detail → Security threats
  • Client Detail → Threats tab

Threat actions available:

  • Mitigate threat
  • Rollback changes
  • Quarantine file
  • Disconnect from network

How to connect:

  1. Settings → Integrations → SentinelOne → Configure
  2. Enter: API Token, Base URL
  3. Test and save

Credentials needed:

  • sentinelone_api_token

Sophos

What it does: Endpoint protection with account health scoring.

Data synced:

  • Endpoint protection status
  • Account health scores per tenant
  • Endpoint inventory

PanelOne features powered by Sophos:

  • Device Health page (Sophos endpoints)
  • Security → Overview (Sophos Account Health card)
  • Client mapping for multi-tenant Sophos

How to connect:

  1. Settings → Integrations → Sophos → Configure
  2. Enter API credentials
  3. Test and save

Bitdefender

What it does: Endpoint security platform.

Data synced:

  • Endpoint inventory
  • Protection status

PanelOne features powered by Bitdefender:

  • Device Health page (Bitdefender endpoints)

How to connect:

  1. Settings → Integrations → Bitdefender → Configure
  2. Enter API credentials
  3. Test and save

Checkpoint

What it does: Checkpoint Harmony Email & Collaboration — email security gateway.

Data synced:

  • Email security alerts and threats
  • Phishing, malware, and BEC detections

PanelOne features powered by Checkpoint:

  • Security → Email Security tab
  • Security → Quick Stats (Email Threats count)
  • Alerts page (Checkpoint alerts)

How to connect:

  1. Settings → Integrations → Checkpoint → Configure
  2. Enter API credentials
  3. Test and save

Cloud Integrations

Microsoft 365 / CIPP

What it does: Comprehensive Microsoft 365 management. Two connection modes:

CIPP (Recommended for multi-tenant):

  • Connect via CyberDrain Improved Partner Portal
  • Full multi-tenant management
  • User actions, group management, Intune, standards

Microsoft Graph (Direct):

  • Direct API connection
  • Good for single-tenant or simpler setups

Data synced:

  • Users and their properties
  • MFA registration status
  • License assignments and usage
  • Security scores
  • Security alerts
  • Groups and memberships
  • Intune devices and compliance
  • Domains and verification status
  • Service health status
  • Collaboration data (Teams, SharePoint)
  • Audit logs

PanelOne features powered by M365/CIPP:

  • Microsoft 365 page (all 7 tabs)
  • Users page (M365 user list)
  • Security → MFA Status, M365 Alerts, Domain Health tabs
  • Security → Security Score (M365 security score component, MFA adoption component, domain health component)
  • Client Detail → M365 tab
  • Device Detail → Intune data

How to connect (CIPP):

  1. Settings → Integrations → CIPP → Configure
  2. Enter CIPP API URL and credentials
  3. Test and save

How to connect (Microsoft Graph):

  1. Settings → Integrations → Microsoft 365 → Configure
  2. Complete OAuth flow
  3. Grant required permissions
  4. Test and save

Network Integrations

UniFi

What it does: Ubiquiti UniFi network infrastructure monitoring.

Data synced:

  • Network sites (with health status)
  • Network devices (APs, switches, gateways)
  • Connected clients (wired and wireless)
  • WAN status and ISP information
  • Firmware status
  • Device statistics (uptime, traffic)

PanelOne features powered by UniFi:

  • Network page (all tabs: Sites, Devices, Clients)
  • Network Site Detail page
  • Client mapping for multi-site management

How to connect:

  1. Settings → Integrations → UniFi → Configure
  2. Enter: Username, Password, Base URL (UniFi controller URL)
  3. Test and save

Credentials needed:

  • unifi_username
  • unifi_password
  • unifi_base_url

Phone Integrations

3CX

What it does: IP phone system monitoring with real-time call status.

Data synced:

  • Phone extensions and registration status
  • Real-time call status (via webhooks)
  • Call direction and party information
  • Call counts

PanelOne features powered by 3CX:

  • 3CX Phone page (extensions, active calls, live status)
  • Real-time updates via webhook integration

How to connect:

  1. Settings → Integrations → 3CX → Configure
  2. Enter: Base URL, API Key
  3. Configure webhook URL in 3CX for real-time updates
  4. Test and save

Credentials needed:

  • threecx_base_url
  • threecx_api_key

Backup Integrations

Dropsuite

What it does: Cloud-to-cloud backup for Microsoft 365 (Exchange, SharePoint, OneDrive, Teams).

Data synced:

  • Backup job status (healthy, at-risk, failed)
  • Backup timing and data sizes
  • Per-tenant backup information

PanelOne features powered by Dropsuite:

  • Backups page (full backup monitoring)
  • Dashboard → Backup Health widget
  • Client Detail → Backups tab
  • Security → backup data as part of security posture

How to connect:

  1. Settings → Integrations → Dropsuite → Configure
  2. Enter: API Key, Base URL
  3. Test and save

Credentials needed:

  • dropsuite_api_key
  • dropsuite_base_url

Jamf

What it does: Apple device management (macOS and iOS).

Data synced:

  • Mac computers
  • iOS/iPadOS devices
  • Device compliance status

PanelOne features powered by Jamf:

  • Device Health page (Jamf-managed Apple devices)

How to connect:

  1. Settings → Integrations → Jamf → Configure
  2. Enter Jamf Pro API credentials
  3. Test and save

Billing Integrations

Pax8

What it does: Cloud marketplace for IT products and subscriptions.

Data synced:

  • Subscriptions (products, quantities, pricing)
  • Companies (Pax8 customer records)
  • License information
  • Subscription status and dates

PanelOne features powered by Pax8:

  • Licensing page (full subscription management)
  • BillingOne → Subscriptions
  • BillingOne → Dashboard (MRR calculation)
  • BillingOne → Reconciliation (license counts)
  • Client Detail → Subscriptions tab

How to connect:

  1. Settings → Integrations → Pax8 → Configure
  2. Enter: Client ID, Client Secret
  3. Test and save

Credentials needed:

  • pax8_client_id
  • pax8_client_secret

Xero

What it does: Cloud accounting and invoicing platform.

Data synced:

  • Invoices (numbers, amounts, status, due dates)
  • Payment status
  • Client mapping

PanelOne features powered by Xero:

  • BillingOne → Invoices page
  • BillingOne → Dashboard (pending invoices)

How to connect:

  1. Settings → Integrations → Xero → Configure
  2. Complete the OAuth authorization flow
  3. Grant required permissions
  4. Test and save

Synergy Wholesale

What it does: Connects to Synergy Wholesale for domain names, hosting services, and SSL certificate records used by your MSP. Data is synced into PanelOne and surfaced in BillingOne for finance and operations visibility.

Data synced:

  • Domain names and key dates (e.g. expiry)
  • Hosting services
  • SSL certificates and status

PanelOne / BillingOne features powered by Synergy Wholesale:

  • BillingOne → Domains & Hosting — unified view with Domains, Hosting, and SSL tabs; use Sync All to run the sync-synergy-wholesale path from the app

How to connect:

  1. Settings → Integrations — Add or open Synergy Wholesale
  2. Enter the credentials required by the integration (API keys or connection values shown in the product)
  3. Test Connection, then Save
  4. On BillingOne → Domains & Hosting, run a sync to pull the latest data

Related: Domains & Hosting (BillingOne) — end-user walkthrough in the billing docs.


Email Integrations

Resend

What it does: Transactional email delivery service.

Used for:

  • Sending team invite emails
  • Sending ClientOne (end-user) invites
  • Report delivery via email
  • Notification emails

SendGrid

What it does: Alternative transactional email service.

Used for:

  • Same purposes as Resend (alternative provider)

Integration Best Practices

  1. Connect your RMM first — It provides the foundation (devices, clients)
  2. Map clients immediately after connecting each integration
  3. Test every integration — Use the Test Connection button to verify credentials
  4. Set up sync schedules — Don't rely on manual syncs for critical data
  5. Start with 2–3 integrations — Connect your most important tools first, then expand
  6. Monitor sync status — Check the dashboard sync widget for any failed syncs
  7. Keep credentials current — Update API keys when they're rotated