HaloPSA is a professional services automation and ERP platform tailored for Managed Service Providers (MSPs). Integrating it with Salesbuildr empowers MSPs to:

Automate IT sales workflows
Sync live distributor pricing and availability
Enable self-service ordering via a branded storefront
Streamline recurring billing through automated subscription synchronization

🚀 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.

⚙️ Setup in HaloPSA

💼 These steps are performed inside your Halo PSA account.

🔐 Step 1 – Create a HaloPSA API Agent

In Halo, go to Configuration > Teams & Agents > Agents
Create a new Agent for the integration:
1. Click New
2. Enter the UserName, Password, Email and assign the Administrator role
3. Enable API-only Agent
4. Save the agent.

🔐 Step 2 – Register a New API Application

Go to Configuration > Integrations > HaloPSA API > View Applications.
Click New Application:
Enter and select the following details in Details tab;
- Application Name: e.g. Salesbuildr Integration or any name of your choice
- Authentication Method: Client ID and Secret.
- Client ID & Client Secret: Copy and save locally as its required for setup in Salesbuildr.
- Login Type: Select Agent
- Agent to log in: choose the agent you created earlier (e.g., Salesbuildr API)
Navigate to the Permissions tab and check all:standard, all:admin and all:teams:
Save the configuration

🛠️ Step#3 - Additional Required Configurations

📊 Quotation Settings (Optional)

HaloPSA can automate quote approvals and conversions. These automations may conflict with Salesbuildr's quote handling and can result in duplicate or unintended actions. Go to Configuration > Quotations and turn off following ;

📈 Pipeline Stage Mapping

Salesbuildr maps opportunity stages to your HaloPSA pipeline. If pipeline stage mapping is not enabled in Halo, the mapping process will fail.

Go to: Configuration > Sales > General Settings
Ensure that Enable Pipeline Stages is enabled

Now switch over to Salesbuildr application to setup Halo PSA configuration in Salesbuildr.

⚙️Setup in Salesbuildr

🧩 These steps are completed inside your Salesbuildr Dashboard.

🔧 Step 1: Enable Integration

Go to your Salesbuildr Dashboard
Click the Configure your PSA Integration
Toggle HaloPSA and click Configure
In the window that opens, enter the following
- HaloPSA Domain URL (Tenant URL)
- Client ID
- Client Secret.
Click Save

You can also access this under: Admin > Integrations > Manage > Halo

🔧 Step 2: Complete Field Mapping

Once saved, a mapping window opens to configure sync settings between HaloPSA and Salesbuildr.

1. Product Group Mappings

Map the HaloPSA product group to Salesbuildr product types.

Important Note: In Product Category Mapping in Salesbuildr, only Halo Asset Groups marked as Items are shown, as these correctly map to Salesbuildr categories.

2. Recurring Frequency Mapping

Setup the bi-directional mappings for recurring billing frequencies.
This will be used when pulling and pushing recurring products between Salesbuildr and Halo.

3. Opportunity Mapping

Map opportunity statuses between platforms
Set a default Opportunity Type

4. Quote Status Mapping

Match quote statuses between Salesbuildr and HaloPSA

Click save to start setup. Salesbuildr automatically:

Sync company types from Halo.
Import and map product/service categories
Sync fields, contacts, companies, and manufacturers
Sync products

Click confirm once complete.

You can return to this mapping under Admin > Integrations > Halo

🔧 Step 3: Configure default category & Shipping Product

1. Default Product Category

Go to: Admin > Integrations > Halo > Products > Default Tab
Set:
- Default Category for products pulled from Halo into Salesbuildr
- Default HaloPSA Category to use as fallback Category to sync Salesbuildr product to HaloPSA

2. Shipping Product Mapping

In the same tab, select a product to represent shipping costs
This product will appear as a separate line item on quotes when shipping is added

3. Account Codes

Go to: Admin > Integrations > Halo > Account Codes
Configure account codes per product group as needed
Note: Account codes can be set on a product level as well. If not set, below group-level configuration applied when creating product in Salesbuildr.