PSA
HaloPSA Integration
Zynk's HaloPSA integration connects HaloPSA to the accounting or ERP system behind your service business. Invoices, sales orders, purchase orders, customers and suppliers export from HaloPSA, while payments, products and records raised in finance import back. It suits MSPs and IT service providers running Xero, QuickBooks, Sage or Dynamics 365 Business Central.
Capabilities may differ depending on the product.
Benefits
Why businesses connect HaloPSA
Invoices reach the ledger
Invoices raised in HaloPSA export to your accounting system with customers, lines and tax mapped to your own codes. Finance posts and chases them from the ledger without retyping a single invoice.
Payments visible to the service desk
Invoice payments recorded in finance import into HaloPSA against the matching invoice, so account managers can see who has paid before they take the next call or agree more work.
Purchase orders entered once
Purchase orders raised for hardware, licences or services export from HaloPSA to the ERP for supplier management, and purchase orders created in the ERP can be imported into HaloPSA as well.
One customer and supplier list
Customers and suppliers can move in either direction, so a new client set up in HaloPSA appears in the accounts, and a supplier added by finance is ready to use on the next purchase order.
The same products on both sides
Products import into HaloPSA from the system that owns your catalogue, or export to it, so quotes, orders and invoices use the same items and codes wherever they are raised.
Hosted or on-premise
Zynk works with hosted and on-premise HaloPSA, in production or a sandbox, through the Halo REST API. Export tasks can collect only the records created or modified since the previous run.
Capabilities
What you can do with HaloPSA
Every task the Zynk HaloPSA connector can run, grouped by the direction data moves.
Import into HaloPSA
Data Zynk writes into HaloPSA
7 tasks
- Customers → into HaloPSA
- Invoice payments → into HaloPSA
- Invoices → into HaloPSA
- Products → into HaloPSA
- Purchase orders → into HaloPSA
- Sales orders → into HaloPSA
- Suppliers → into HaloPSA
Export out of HaloPSA
Data Zynk reads out of HaloPSA
6 tasks
- Customers → out of HaloPSA
- Invoices → out of HaloPSA
- Products → out of HaloPSA
- Purchase orders → out of HaloPSA
- Sales orders → out of HaloPSA
- Suppliers → out of HaloPSA
Need something that isn't listed?
Most HaloPSA projects include at least one custom step. Our team builds it for you.
The problem
Why integrate HaloPSA?
HaloPSA runs tickets, contracts, billing and procurement for an MSP, but the general ledger usually lives in a separate accounting system. Without integration, invoices are rekeyed, purchase orders are entered twice and nobody on the service desk can tell whether a customer has paid. The gap widens with every new client.
Without integration
- HaloPSA invoices typed into the accounts at month end
- Purchase orders entered once in HaloPSA and again in the ERP
- Service staff unaware that an invoice is still unpaid
- Customer and supplier details that differ between systems
- Products and prices maintained separately in two places
With Zynk
- Invoices export to Xero, QuickBooks, Sage or Business Central automatically
- Purchase orders export to the ERP, and ERP orders import into HaloPSA
- Payments from finance import against the matching HaloPSA invoice
- Customers and suppliers created in one system appear in the other
- Product records import or export so both sides use the same items
How it works
How the HaloPSA integration works
Step 1: Register an API application
Zynk connects through the Halo REST API. Your Halo administrator registers an application under Configuration, Integrations, Halo API, and Zynk signs in as a HaloPSA agent with access to the records involved.
Step 2: Pick the record flows
Decide which records move and in which direction, for example invoices and purchase orders out of HaloPSA and payments and products back in, and whether exports take everything or only new and modified records.
Step 3: Map to your finance codes
Customers, suppliers, products and tax are matched to the accounts, nominal codes and items your finance system already uses, so each document posts to the right place in the ledger.
Step 4: Run and monitor
Workflows run on a schedule. Records that fail to import are written to a fail file, so a missing supplier or an invoice that no longer exists is fixed and retried rather than lost.
Integrations
What can you connect to HaloPSA?
Example use cases for HaloPSA integration
HaloPSA and Xero
Send HaloPSA invoices, customers and purchase orders to Xero, and import Xero payments so each HaloPSA invoice shows when it has been paid.
HaloPSA and QuickBooks
Post HaloPSA invoices and customers to QuickBooks, and bring QuickBooks payments and items back so service and finance work from the same picture.
HaloPSA and Sage 200
Create Sage 200 sales orders and purchase orders from HaloPSA, keep customers and suppliers aligned, and import Sage 200 stock items into HaloPSA as products.
HaloPSA and Microsoft Dynamics 365 Business Central
Export HaloPSA sales orders, customers and suppliers to Business Central, and import customer payments and items so HaloPSA reflects what finance holds.
View the Microsoft Dynamics 365 Business Central integration →
HaloPSA and Sage Intacct
Send customers, suppliers and purchase orders from HaloPSA to Sage Intacct as customers, vendors and purchase orders, and import AR payments back against HaloPSA invoices.
Articles
Articles related to HaloPSA
HaloPSA integration FAQs
Can HaloPSA integrate with Xero?
Which Sage products can HaloPSA connect to through Zynk?
Does HaloPSA have a REST API?
Why use Zynk when HaloPSA has built-in accounting integrations?
Which HaloPSA records can Zynk export and import?
Can Zynk sync HaloPSA tickets or timesheets?
Does Zynk work with on-premise HaloPSA?
See what Zynk can automate for your HaloPSA setup
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