Halo
PSA
Strategy
Overview
Halo PSA Integration
Integration Description
Halo PSA syncs companies, company types, statuses, configurations, and contacts into Strategy Overview every night. Configurations sort into Flexible Item Groups by device type on arrival, so every asset is ready to grade, budget, and put on a roadmap, and the white-labeled portal knows who it is talking to.
What Syncs from Halo PSA
- Companies Every Halo company you choose to import, ready for Assessments, roadmaps, and budgets.
- Company Types Mapped during setup so clients, prospects, and vendors stay sorted the way Halo has them.
- Company Statuses Active and inactive statuses carry over, so the client list matches your PSA.
- Configurations Assets auto-sort into Flexible Item Groups by type. Age is calculated from purchase dates; SmartOS and SmartMemory normalize OS and RAM strings; Class columns attach pricing tiers to the budget.
- Contacts Client contacts sync in, so the white-labeled portal and Office 365 user views know who they are talking to.
Sync Interval
Data syncs nightly. Markets and ticket sync are not supported for Halo today. The Halo agent needs Assets Read and Modify, with edit:customers, edit:crm, edit:software, and edit:assets on the application.
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