Cortex Archive for MSPs

Keep customer ITSM history accessible across every lifecycle—when you onboard a new client or retain data for one who has moved on.

Cortex Archive browsing interface showing historical customer service records

Onboard New Customers with Full Context

When you take on a customer from another MSP or an internal IT team, you inherit their history—not just their infrastructure. Cortex Archive connects to the backup of their former ITSM platform and gives your technicians immediate access to past incidents, change records, and resolution notes. No waiting on exports, no guessing at what happened before you arrived.

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Retain Data for Former Customers

Customer contracts and industry regulations often require you to keep ITSM records accessible long after the relationship ends. Maintaining active platform licenses for dormant accounts is expensive and unnecessary. Restore the customer's database into Cortex Archive and provide read-only, searchable access for the retention period—without the overhead of a live ITSM instance.

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Cortex Archive full-text search across archived customer ITSM records
Cortex Archive record view showing ticket details, related records, and attachments

One Archive, Every Platform You Manage

Your customer base runs Cherwell, ServiceNow, Halo, GLPI, Ivanti Neurons, and Jira Service Management—often all at once. Cortex Archive supports each with native integrations that preserve form layouts, relationships, and attachments. Deploy a separate archive per customer or platform, and give your team a consistent way to search historical data regardless of which ITSM system it came from.

MSPs are taking on more than tickets and incidents. As customer environments grow more digital, you may also need read-only access to non-ITSM databases—CRM records, PSA billing history, or custom line-of-business systems. Cortex Archive is built on a flexible data-source model, so the same search-and-browse experience can extend to other SQL-backed systems as your service portfolio expands.

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Why MSPs Choose Cortex Archive

Faster Customer Onboarding

Give technicians searchable access to a new customer's ITSM history on day one—without re-creating context from spreadsheets or partial exports.

Cost-Effective Offboarding

Meet retention obligations for departed customers without paying for idle ITSM licenses or maintaining aging infrastructure.

No Migration Required

Connect directly to a database backup. Cortex reads the platform's own metadata to build the interface—no exports, imports, or data transformation.

Full-Text Search

Find any historical ticket, request, or record in seconds. Help your team resolve issues faster by surfacing how similar problems were handled before.

Relationships and Attachments Preserved

Related records, linked configuration items, embedded forms, and uploaded files—all accessible exactly as they appeared in the source platform.

Self-Hosted for Data Isolation

Deploy each customer's archive in your own environment. Data never leaves your infrastructure, simplifying compliance and customer trust.

Deploy in Hours, Not Weeks

Restore a database backup, point Cortex at it, and start searching. Your team can focus on active customers while archived data stays accessible.

Multi-Platform Support

Native integrations for Cherwell, ServiceNow, Ivanti Neurons, Jira Service Management, Halo, and GLPI.

Partner-Friendly

Work with our partner network for implementation support, or deploy yourself with full documentation.

Ready to Archive Customer Data the Smart Way?

Whether you're onboarding a new client or retaining records for one who has moved on, Cortex Archive keeps historical ITSM data accessible without the cost of legacy systems.