Optimize365 integrates seamlessly with HaloPSA, enabling MSPs and MSSPs to:
This integration ensures a smooth, automated bridge between detection and action — helping teams respond faster, prove value, and deliver proactive service.
🔄 Automated Client Sync – Import and update clients from HaloPSA into Optimize365 with zero manual effort.
🎯 Drift-Triggered Ticket Creation – Automatically open tickets in HaloPSA when configuration drift or security gaps are detected.
📬 Bi-directional Ticket Updates – Sync ticket statuses and comments between Optimize365 and HaloPSA in real time.
📊 Client Context Visibility – View HaloPSA client details directly within Optimize365 for deeper context and faster action.
🚨 Security Alert Ticketing – Instantly create HaloPSA alerts for high-priority security issues flagged in Microsoft 365.
📁 Audit-Ready Logs – Maintain a full history of synced tickets and changes for compliance and reporting.
⏱️ Time-Saving Automation – Reduce manual ticketing workload and improve SLA response times.