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.

When configuring Asset Management Types in HaloPSA:

If type = Asset → Syncs as Salesbuildr categories
If type = Item → Syncs as products/services (for quoting and procurement workflows).

⚠️ Do not select both “Use for Assets” and “Use for Items” 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

🔧 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.