Optimize365 Integration
Integrate with Optimize365 to predict and auto-remediate, with smart Microsoft 365 management.

Overview

Optimize365 integrates seamlessly with HaloPSA, enabling MSPs and MSSPs to:

  • Automatically sync clients from HaloPSA into Optimize365 for unified visibility.
  • Open tickets directly from within Optimize365 when configuration drift or security issues are detected.
  • Track and manage remediation workflows efficiently, all while keeping your PSA fully up to date.

This integration ensures a smooth, automated bridge between detection and action — helping teams respond faster, prove value, and deliver proactive service.

Website

Integration Type

Linked Guides / Articles

Integration Features

🔄 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.