⚠️ Disclaimer
We expect to release the HaloPSA integration before the end of May 2025.
This documentation is a work in progress and will continue to be updated as we approach the official release. Some features or steps may change based on ongoing development and feedback.
HaloPSA is a comprehensive ERP and professional services automation platform designed for Managed Service Providers (MSPs). Integrating Salesbuildr with HaloPSA empowers MSPs to:
Automate IT sales workflows
Sync live distributor pricing and availability
Enable self-service ordering through a branded storefront
Simplify recurring billing with automated subscription sync
🚀 Key Integration Benefits
Seamless Company & Contact Management - Eliminate double data entry by viewing, creating, and updating client information in one place, ensuring your CRM and PSA always stay in perfect sync.
Revenue Opportunity Identification - Identify gaps in your customer technology stack through whitespace analysis, allowing you to proactively suggest solutions and capture more revenue through targeted up-sell and cross-sell opportunities.
Streamlined Quote-to-Service Workflow - Transform won deals into billable services automatically by sending Salesbuildr quotes and opportunities and sales order directly into HaloPSA, reducing administrative work and accelerating time-to-revenue.
Dynamic Pricing & Availability - Make decisions with confidence using real-time product availability and pricing from distributors, eliminating quoting errors and ensuring competitive, profitable pricing on every proposal.
Customer Self-Service Purchasing - Boost sales efficiency and customer satisfaction by enabling 24/7 self-service ordering through Salesbuildr's branded storefront, allowing clients to purchase on their own schedule.
Automated Procurement Process - Reduce order processing time by up to 75% with electronic purchase order submission to Ingram Micro and Tech Data, eliminating manual re-entry and accelerating product delivery to your customers.
This guide provides step-by-step instructions for configuring HaloPSA and Salesbuildr for seamless integration.
🛠️ Step-by-Step Setup
Step 1: Configure API Access in HaloPSA
Go to Configuration > Teams & Agents > Agents
Create a new Agent for the integration:
Assign the Administrator role
Enable API-only Agent
Save the agent.
Go to Configuration > Integrations > HaloPSA API > View Applications.
Click New Application:
Name:
SalesbuildrAuthentication: Client ID and Secret.
Fetch Client ID and Client Secret from HaloPSA, as you'll need this later for configuring in Salesbuildr.
Set the Login Type to Agent and select the Agent you just created.
Step 2: Set Permissions & Configuration in HaloPSA
Navigate to the Permissions tab and enable:
all:standard,all:admin,all:teams
Update the Opportunity Fields:
Configurations > Opportunity Types > Edit > Field List > Target Date > Edit,
Set
Target Dateto Visible – Not Required
Turn off enforced fields under:
Configuration > Quotations
Ensure Pipeline Stage Mapping is enabled under:
Configuration > Sales.
Without this setting, mapping will not be possible in Salesbuildr.
Align Opportunity Statuses:
Go to Configuration > Sales > Ticket Statuses
Match statuses with those in Salesbuildr.
Now Switch over to Salesbuildr application to setup Halo PSA configuration in Salesbuildr.
Step 3: Set Up HaloPSA Integration in Salesbuildr
Login to Salesbuildr
Go to Settings > Integrations > Manager > HaloPSA
Click Configure, toggle the integration ON
Enter:
HaloPSA Domain URL
Client ID
Client Secret (from previous step).
Step 4: Map Product Types & Defaults
Next Step to complete all the configurations needed between Halo and Salesbuildr to sync everything.
Navigate to HaloPSA > Products > Product Types
Map HaloPSA product types to Salesbuildr asset types.
Go to the Defaults tab:
Set a Default Category for products pulled from Halo
Set a Fallback Category for unmatched products.
This will set a default category for Halo products pulled into Salesbuildr if an Asset Group isn't set for that product in Halo PSA. Also Default HaloPSA category which will be used if we cannot match a product when pushing it over to Halo.
Enable the toggle to Synchronize Products to HaloPSA
Step 5: Category Mapping
Map Salesbuildr product categories to HaloPSA product groups for correct classification during syncing. These will allow you to set specific Halo Product Groups based on the category of the item in Salesbuildr.
Step 6: Set Recurring Frequency Mapping
Open the Product Frequency tab
Set up bi-directional mappings for recurring billing frequencies
This will be used when pulling and pushing recurring products between Salesbuildr and Halo.
Step 7: Synchronize Products & Services
Click Synchronize Products and Services to sync your HaloPSA product catalog with Salesbuildr
Step 8: Map Opportunity and Quote Statuses
Go to the Opportunities tab:
Map statuses to match HaloPSA opportunity statuses
Open the Quotes tab:
Map quote status values to HaloPSA
Step 9: Install Webhooks
Install webhooks to automatically sync:
Companies (Halo Clients ↔ Salesbuildr Companies)
Contacts (Halo Users ↔ Salesbuildr contacts)
Step 10: Sync Everything
Go to the Synchronize tab in Salesbuildr
Click the Synchronize button to perform a full sync
✅ You’re All Set!
Salesbuildr and HaloPSA are now integrated. Quotes, products, subscriptions, and customer data can flow between the two platforms giving you an automated, end-to-end sales and procurement setup.