Halo PSA + MSPortal
Halo PSA: User and company sync; Ticket integration; Asset sync.
What syncs
- Companies and sites
- Users and contacts
- Tickets and history
- Assets and contracts
Setup steps
- Configure API access in Halo
- Map companies and users
- Set ticket sync preferences
Security notes
Connections use the provider's supported OAuth or API credentials. Configure only the permissions needed for your workflows; supported write actions require write access. Contact us for current security and credential-handling details.
Supported PSA integrations include ConnectWise Manage, Halo PSA, Autotask and Syncro. Entities, routing fields and write actions vary by provider; check the integration guide and configured permissions for your workflow.
Yes. You can connect a PSA, device platforms and Microsoft 365 together. Company mapping, synchronization and permissions determine which records appear in each module; a connection alone does not populate every dashboard.
Read the docs: Halo PSA