This document outlines how data flows between Salesbuildr and Halo PSA, detailing the field mappings used when creating or updating records across both platforms.
📌 Overview
Salesbuildr connects directly with your Halo PSA instance to:
Import your product catalog, including recurring services, labor, and categories
Sync companies and contacts with key fields
Push opportunities, quotes and sales order data into Halo PSA
Keep all updates flowing automatically and in real time
⚙️ Sync runs in the background and keeps your data up-to-date automatically.
🔄 What Syncs Between Salesbuildr and Halo PSA
Entity | Description |
Products | Product catalog including pricing, manufacturer and supplier info |
Services | Recurring services classified based on asset group mapping |
Labour Items | Hourly or fixed-fee labor also based on asset group mapping |
Shipping | Products classified as shipping charges |
Categories | Product categories and subcategories |
Manufacturers | Manufacturer and supplier records used for filtering and quoting |
Companies | Company records with site address, type, account manager, and website info |
Contacts | Contacts linked to companies with email, phone, and job title |
Opportunities | Created in HaloPSA when a Salesbuildr proposal is created |
Quotes | Data pushed to the linked HaloPSA Quotation |
📦 Product Field Mapping Reference
Salesbuildr pushes product line items to Halo based on:
Salesbuildr Field | HaloPSA Field | Description |
Name | Name | The name of the product |
Description | Sales Description | The description of the product |
Manufacturer Part Number | Manufacturer SKU | The manufacturer part number of the product |
Company | Manufacturer | The manufacturer of the product |
Distributor | Supplier | The vendor where you buy the product from |
Type | Asset Group | The product asset group |
Category | Asset Type | The product category |
Cost | Cost | The cost price |
Price | Price | The sales price |
Markup | Markup | The sales markup |
Term | Billing Period | The product billing frequency |
Status | Status | The product status. OBSOLETE if its deleted in Salesbuildr or ACTIVE otherwise |
Income Account (Admin setup) | Income Account | The product billing income account |
Expense Account (Admin setup) | Expense Account | The product billing expense account |
🧾 Opportunities
Salesbuildr creates and synchronized the opportunity in HaloPSA.
Salesbuildr Field | HaloPSA Field | Description |
Name | Summary | The summary of the sales opportunity. |
Expected Close Date | Target Date | The expected date to close the opportunity. |
Pipeline Stage | Stage | The stage of the opportunity |
Status | Status | The status of the opportunity |
Team | Team | The sales team of the opportunity and is required in HaloPSA to assign an owner / agent |
Company | Contact Company | Links to the company details |
Contact | Contact Reference | Links to the contact details |
Owner | Agent | Links to the user who owns the opportunity |
| Third Party Opportunity Link | The URL reference to the Salesbuildr opportunity |
Ticket Type | Ticket Type | The opportunity ticket type |
📄 Quotes
Salesbuildr creates and synchronized the quotation in HaloPSA.
Salesbuildr Field | HaloPSA Field | Description |
Title | Summary | The name of the quotation |
Opportunity Contact | End-User Contact | The quotation contact. |
Opportunity Company | End-User Client | The quotation client. |
Opportunity | Ticket reference | The quotation ticket id. |
| Date | The most recent update timestamp. |
Expiry Date | Expiry Date | The date in which the quotation will be considered expired |
Owner | Assigned Agent | The quotation assigned agent |
PO Number | PO Number | The quotation purchase order number |
| Third Party Opportunity Link | The URL reference of the Salesbuildr quote |
🏢 Companies
Salesbuildr will synchronize your HaloPSA Clients as Salesbuildr Customers and HaloPSA Suppliers as Salesbuildr Suppliers/Manufacturers
Salesbuildr Field | HaloPSA Field | Description |
Name | Company | The name of the company. |
Website | Website | The website of the company |
Deleted | Inactive | The status of the company |
Telephone | Phone Number | The phone number of the company. Only for suppliers |
Description | Notes | The description of the company. Only for clients |
Address | Main Site | The main address of the company. Includes street (line 2), city (line 1), zip (post code), state (region code), and country (country code) information. Only for clients |
Delivery Addresses | Sites | The delivery addresses of the company. Includes street (line 2), city (line 1), zip (post code), state (region code), and country (country code) information. Only for clients |
Contact User | User | The main contact of the company. Only for clients |
👤 Contacts
The Salesbuildr user creating the Quote is used as the creator or assigned user in Halo (if mappings are configured).
If linked to a known Halo user, the Quote appears under their records.
Salesbuildr Field | HaloPSA Field | Description |
First Name | First Name | The first name of the contact |
Last Name | Surname | The last name of the contact. |
Deleted | Inactive | The status of the contact |
Title | Role | The role of the contact |
Email Address | The email address of the contact. | |
Company | Company Reference | Reference to the client the contact is associated with. |
| Company Main Site Reference | Reference to the client’s main site the contact is associated with |
Phone | Work Telephone Number/Extension | The phone number of the contact. |
Mobile | Work Mobile Number | The mobile phone number of the contact |
🚀 Using Salesbuildr with Halo PSA
You can view synced data and interact with Halo entities directly from Salesbuildr.
Opportunities
From the opportunity detail view:
Open the Opportunity Dialog in Halo
Open the Halo Company Card
Corresponding SalesOrder
Quotes
From the quote editor:
View quote sync status
Open associated company, contact, opportunity, SalesOrder in Halo
Companies & Contacts
Click the Halo icon to view the company or contact in Halo
Products
Click the Halo icon to view product details in Halo
💡 Unlocking Value with HaloPSA + Salesbuildr
With the HaloPSA integration, Salesbuildr empowers MSPs to manage quoting, procurement, and service workflows with greater automation, visibility, and accuracy. From syncing contacts and products to pushing quotes and opportunities into HaloPSA, this integration ensures your sales process is seamless and up to date so your team can focus on delivering value, not manual work.
For questions or advanced configuration help, reach out to our support team.