HaloPSA Configuration

HaloPSA Configuration

For initial HaloPSA connection setup, see the HaloPSA Setup Guide.

After initial setup, manage your HaloPSA integration at Admin > Integrations > HaloPSA. Seven configuration sub-pages are available.

Synchronize

Trigger a full sync of all entity data from HaloPSA.

Products

Map HaloPSA categories to Salesbuildr categories. Configure product type mapping, product group mapping, a default product group, and a shipping product. Toggle "synchronize to Halo" to push product changes back to HaloPSA.

Opportunities

Select which HaloPSA opportunity type to use and filter imports by category. Configure bidirectional opportunity status mapping (Salesbuildr to HaloPSA and HaloPSA to Salesbuildr). Filter which HaloPSA opportunity types are enabled.

When HaloPSA is enabled, the Opportunity admin page gains extra fields for opportunity teams and opportunity types.

Companies

Set a company prospect type (which maps to Salesbuildr company types that receive quotes). Configure address field mapping between Salesbuildr fields (street, city, apartment) and HaloPSA address lines (line1 through line4).

Troubleshooting: "Please populate main contact name" error — If you see this sync error when creating companies, check your HaloPSA configuration at Configuration > Users > General Settings and verify the "Make main contact details compulsory" setting. When enabled, HaloPSA requires a main contact before allowing company creation.

Quotes

Map quote statuses (draft, sent, approved, declined, expired) to corresponding HaloPSA quote statuses. This ensures status changes in Salesbuildr are reflected in HaloPSA.

Account codes

Map HaloPSA product groups to income and expense account codes. These codes flow through to your accounting system when orders are created.

Webhooks

Manage HaloPSA webhook configuration for real-time entity change notifications. Webhooks sync companies and contacts in real time. Opportunities and services sync hourly due to limited webhook support in HaloPSA.

Permissions: Ensure the Salesbuildr application in HaloPSA has the correct API scopes. Navigate to Configuration > Integrations > HaloPSA API > Applications > Salesbuildr > Permissions and verify all:standard and admin:webhooks are enabled. The allteams scope may be needed if your Halo instance uses team-based access control.

See also

• Integrations — Integrations

• Companies — Companies

• Opportunities — Admin

• Autotask Configuration — Integrations

• ConnectWise Manage Configuration — Integrations