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Integrating Salesbuildr with HaloPSA

Integrate HaloPSA with Salesbuildr to sync quotes, products, and services

Updated this week

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

๐Ÿš€ Key Integration Benefits

  1. 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.

  2. 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.

  3. 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.

  4. 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.

  5. 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.

  6. 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.

โš™๏ธ Setup in HaloPSA

๐Ÿ’ผ These steps are performed inside your Halo PSA account.

๐Ÿ” Step 1 โ€“ Create a HaloPSA API Agent

  1. In Halo, go to Configuration > Teams & Agents > Agents

  2. 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.

๐Ÿ” Step 2 โ€“ Register a New API Application

  1. Go to Configuration > Integrations > HaloPSA API > View Applications.

  2. Click New Application:

  3. 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)

  4. Navigate to the Permissions tab and check all:standard, all:admin and all:teams:

  5. Save the configuration

๐Ÿ› ๏ธ Step#3 - Additional Required Configurations

๐Ÿ“Š 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 ;

๐Ÿ“ˆ 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.

  1. Go to: Configuration > Sales > General Settings

  2. Ensure that Enable Pipeline Stages is enabled

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


โš™๏ธSetup in Salesbuildr

๐Ÿงฉ These steps are completed inside your Salesbuildr Dashboard.

๐Ÿ”ง Step 1: Enable Integration

  1. Go to your Salesbuildr Dashboard

  2. Click the Configure your PSA Integration

  3. Toggle HaloPSA and click Configure

  4. In the window that opens, enter the following

    • HaloPSA Domain URL (Tenant URL)

    • Client ID

    • Client Secret.

  5. Click Save

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

๐Ÿ”ง 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.

When configuring Asset Management Types in HaloPSA:

  • If type = Asset โ†’ Syncs as Salesbuildr categories

  • If type = Item โ†’ Syncs as products/services (for quoting and procurement workflows).

โš ๏ธ Do not select both โ€œUse for Assetsโ€ and โ€œUse for Itemsโ€ at the same time. Choose one.

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

๐Ÿ”ง 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.

4. Run Full Sync

  • Go to the Synchronize tab in Salesbuildr

  • Click the Synchronize button to perform a full sync

๐Ÿงพ Step 4: Final Reminder: Tax Settings

After integration, review and configure Sales Tax & VAT Settings in Salesbuildr to ensure proper tax handling in quotes and orders.

โœ… Youโ€™re All Set!

Salesbuildr is now fully integrated with HaloPSA.
You can seamlessly sync:

  • Companies

  • Contacts

  • Products & Categories

  • Quotes, Opportunities, and Subscriptions

Enjoy a powerful, end-to-end sales and procurement workflow tailored for MSPs.


โ€‹

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