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Connect Your PSA

Connecting your PSA is the first thing you'll do in ProLens. Once authorized, your dashboard starts populating within minutes.

What "connecting" means​

When you connect a PSA, ProLens reads:

  • Projects — names, clients, statuses, budgets
  • Time entries — hours by person, by project, by day
  • Invoices — issued, due, paid amounts and dates
  • Deals — pipeline value and stage

That's it. ProLens never writes, edits, or deletes anything in your PSA. The connection is one-way and read-only.

How to connect​

  1. Go to Settings → Connections.
  2. Click Connect on your PSA (currently Productive.io).
  3. Sign in with your PSA credentials in the popup window.
  4. You're back in ProLens. The first sync starts immediately.

Data typically appears on your dashboard within 5 minutes of connecting.

Supported platforms​

  • ✅ Productive.io — fully supported today
  • 🛠️ BQE Core — coming soon
  • 🛠️ Deltek Vantagepoint — coming soon
  • 🛠️ Deltek Ajera — coming soon
  • 🛠️ Harvest — coming soon
  • 🛠️ Unanet AE — coming soon

In Settings → Connections, click any "coming soon" platform to join the waitlist. We'll email you the moment it's available.

How your credentials are stored​

PSA credentials are encrypted with AES-256-GCM using per-row data encryption keys wrapped by a master key — the same envelope- encryption pattern banks use for payment card numbers. The raw token is never echoed back through the UI and is decrypted only when ProLens needs to make a request to your PSA.

You can rotate the token or revoke access entirely at any time from Settings → Connections.

Where your data lives​

Financial records (invoices, time entries, cost rates) are never permanently stored in ProLens. Every figure you see is fetched live from your PSA and held in a short-lived cache (15 minutes) before being refreshed.

This is by design. Even if our database were compromised, your financial history wouldn't be in it.