PSA Setup Guides

Step-by-step guides to connect Autotask, ConnectWise, or HaloPSA with screenshots.

Written By Victor Raessen

Last updated 4 days ago

Connecting your PSA is the first step after activating your Salesbuildr account. Once connected, your companies, contacts, and products sync automatically — no manual data entry needed.

Salesbuildr integrates with Autotask, ConnectWise Manage, and HaloPSA. Select your PSA to follow the setup guide:

  • Autotask (Datto) — Create an API-only resource and configure security levels

  • ConnectWise Manage — Create an API member with a custom security role and field mappings

  • HaloPSA — Register an OAuth API application and configure product group mappings

  • Verify quote and opportunity defaults — After your PSA syncs, review the auto-populated pipeline stage, quote status mapping, and payment terms. See Before Your First Call step 3 for details.

After initial setup, manage ongoing integration settings on the PSA Configuration page.

Before you begin

All three PSA integrations sync the same core data:

DataDirectionNotes

Companies

PSA to Salesbuildr

Customer accounts sync automatically

Contacts

PSA to Salesbuildr

Contact details per company

Products

PSA to Salesbuildr

Your product catalog with pricing

Services

PSA to Salesbuildr

Service items and labour

Opportunities

Both directions

Create and track in either system

Quotes

Salesbuildr to PSA

Accepted quotes push back to your PSA

Contracts / Agreements

Both directions

Read existing contracts from PSA; accepted quotes create new ones

Salesbuildr will never delete companies or contacts in your PSA — they are marked inactive instead. Products can be set to inactive and reactivated at any time. Quote line items and quotations may be updated or removed when their corresponding Salesbuildr records change.

Sync timing: The initial sync typically completes within a few minutes. Larger catalogs (1,000+ products) may take up to 24 hours. After the initial sync, data updates continuously via webhooks.

Troubleshooting quick reference

IssueAutotaskConnectWiseHaloPSA

Most common problem

Currency mismatch

Agreement mapping

Sync timeout errors

Products not syncing

Check product is Active

Check product is Active

Check category is assigned

Pricing issues

Check price book currency

Use distributor feeds for hardware

Clear Halo cost for dynamic pricing

API errors

Verify credentials + security level

Check API keys + permissions

Verify OAuth + server URLs

HaloPSA customers: HaloPSA offers significant configuration flexibility, which means the initial setup requires more mapping steps than the other PSAs. Allow extra time for product group and opportunity mapping.

When to contact support

  • API connection errors that persist after verifying credentials

  • Data sync issues not resolved with the steps above

  • Missing features that block your workflow

  • Any error encountered more than 3 times

Visit the Troubleshooting section, check the Platform Incidents status page, or email support@salesbuildr.com for help.

See also