Avalara Integration
In this guide we will cover: – Enabling the Avalara Module – Connecting to Avalara – Importing Customers – Syncing Entities – Voiding an Invoice – Excluding Customers (v2.202.1+) What is the Avalara Integration? The Avalara integration allows you to complete a two way sync of customers between your Halo and Avalara instance. You can […]
Pax8 Integration
In this guide we will cover: – What is the Pax8 Integration? – How to connect to the Pax8 integration – Customer Imports – Subscription Imports – Importing Usage-based subscriptions, Azure Consumption & Arrears data – Automatically sync customers and/or subscriptions updates – Billing for subscriptions from Pax8 Related Guides: Licences/Subscriptions Overview What is the […]
Sage 50 UK Integration
In this guide we will cover: – What is the Sage 50 UK Integration? – Downloading the Application – Setting up the Integration What is the Sage 50 UK Integration? The Sage 50 integration allows UK-based Sage accounts to connect to Halo and sync Customers, Products and Invoices. Downloading the Application The Sage 50 UK […]
Zabbix Integration (Alerting)
In this guide we will cover: – What is the Zabbix Integration? – Creating Mappings – Webhooks What is the Zabbix Integration? The Zabbix integration can be used to map devices and send over alert tickets to Halo via webhooks. This guide covers the setup of the integration and the configuration steps required on the […]
Connectwise RMM Integration Guide
In this guide we will cover: – What is the ConnectWise RMM Integration? – Connecting Halo to ConnectWise – Site Imports – Asset Imports – Alerting – Syncing Data What is the ConnectWise RMM Integration? The ConnectWise RMM Integration can be used to connect your Halo instance to your ConnectWise asset management tool; allowing you […]
Okta Integration
In this guide we will cover: – What is the Okta Integration? – Creating a Token in Okta – Creating an Application in Okta – Connecting Okta in Halo – Mappings and Configuration – Configuring Okta SSO What is the Okta Integration? The Okta integration can be used to map Okta groups to Halo users/agents […]
Zomentum Integration
The Zomentum integration was developed by Zomentum so the documentation is produced by them and can be found via the link below. https://help.zomentum.com/support/solutions/articles/44002400466-halo-psa-integration
ALSO Integration MFA issue
The below is taken from ALSO support documentation Create a Separate User Account for API API users must be created separately; a normal user account cannot be used for this purpose. The first step is for you to create an API user in the format api.user@domain.com. Replace the part in bold with your company's domain. The rest […]
Super Ops RMM Integration
Halo has an integration with SuperOps RMM. The guide below goes through how to connect with Halo and how to sync asset types, etc and there is also a video attached to the written guide. Integrating HaloPSA with SuperOps.ai.
Quickbooks Online with Combined Tax Rates (GST/PST/HST)
HaloPSA does not import the Tax Rates for combined Tax Rates as the concept does not yet exist. To work around this you can create a Tax Rate manually that represents this and set the Tax Rate to one of the Combined Tax Rates and the Tax Code to the Combined Tax Code as below.