HaloPSA Integration

Jan 28, 2021

Overview

The IT Portal team has announced a new partnership with HaloPSA that enables direct integration between the two platforms. This integration streamlines data synchronization for managed service providers.

Key Features

The integration automatically syncs the following data from HaloPSA into the IT Portal:

  • Companies - Organizational account information
  • Contacts - Customer and team member details
  • Contracts - Service agreements and terms
  • Devices - IT assets and hardware inventory

Implementation

Users can access password information directly through their web browsers and mobile applications once the integration is configured. We recommend working with our support department to customize the integration according to specific business needs.

Resources

Documentation and setup instructions are available through the IT Portal knowledge base. A video tutorial is also provided to guide users through the integration process.

Support

The development team continues to enhance the platform's capabilities. Organizations interested in implementing this integration should contact IT Portal support for assistance with configuration and optimization.