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:
Click New
Enter the UserName, Password, Email and assign your Administrator role
Enable API-only Agent
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 Integrationor any name of your choiceAuthentication 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 and admin:webhooks:
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
Note;
The website must be configured in Halo for the primary customer and must match the MSP company created in Salesbuildr.
Opportunity webhook updates (fields like type, name, pipeline stage, team, and agent) may not trigger correctly in HaloPSA. Only status updates work at the moment.
Product update webhook is not yet supported by HaloPSA and planned to be released mid-november
🔧 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: Settings > Integrations > Manage > Halo
🔧 Step 2: Complete Field Mapping
Once saved, a mapping window opens to configure sync settings between HaloPSA and Salesbuildr.
1. Primary client selection
Select the primary client for the synchronization. This client will be linked to your existing Salesbuildr MSP primary company.
2. Product Group Mappings
Map the HaloPSA product groups 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.
3. Opportunity Mapping
Set a default Opportunity Type
Select the opportunities (multi select) that need to be imported from HaloPSA to Salesbuildr based on their type.
Map opportunity statuses between platforms
4. Company type
Select the company prospect type to use while importing HaloPSA Accounts.
By default its Customer type but if in Halo PSA you have selected Use Accounts and Prospects for Opportunities settings (see Halo article), then select Lead. This introduces two new CRM entity types:
Accounts: Potential customers that become Customers once the account is signed.
Prospects: Contacts linked to Accounts; become Users once the Account becomes a Customer.
Also set your desired address mapping. Note that the Region/Country fields will already map to dedicated fields in Halo
5. 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 Settings > Integrations > Halo
🔧 Step 3: Configure default category & Shipping Product
1. Shipping Product Mapping
Go to: Settings > Integrations > Halo > Products > Defaults Tab
Select a product to represent shipping costs
This product will appear as a separate line item on quotes when shipping is added
2. Default Product Category
Then in the same tab, select Default HaloPSA Category to use this Halo product group as a fallback when sending products to HaloPSA that do not have a category mapped.
3. Product group Account Codes
Go to: Settings > Integrations > Halo > Account Codes
Configure account codes per product group if needed
Note: Account codes can be set on a product level as well. If not set or selected on product level, below group-level configuration will be applied as default when creating product in Salesbuildr.
4. Webhook events
Go to: Settings > Integrations > Halo > Webhooks to see if all the webhooks are installed. Currently, Salesbuildr support following webhook events;
Salesbuildr | Halo | Events supported |
Companies | Clients (Customer and account) and sites | Create, Update & Delete |
Products | Products & Items | Create & Delete |
Opportunities | Tickets | Create, Update & Delete |
Contacts | Users or prospects | Create, Update & Delete |
5. Run Full Sync
Go to the Synchronize tab in Salesbuildr
Click the Synchronize button to perform a full sync
🧾 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.
Verify Your Integration
✅ Integration Checklist
Companies (Clients/Accounts) have synced to Salesbuildr
Contacts (Users/Prospects) are visible and linked to companies
Products and services are available in your catalog
Opportunity mappings are configured
Product group mappings are completed
Webhooks are installed and active (Settings > Integrations > Halo > Webhooks)
Initial full sync has been completed
Test Real-Time Sync
Test from HaloPSA → Salesbuildr
In HaloPSA, update a contact’s phone number or email
Wait 1–2 minutes
Check that the change appears in Salesbuildr
👉 If the change does not appear, review the troubleshooting steps below.
⚠️ Note: Currently, some opportunity field updates may not trigger via webhook — status updates are supported.
Troubleshooting
🔴 Connection Failed Error
Issue: Salesbuildr cannot connect to HaloPSA
Solutions:
Verify the Tenant URL, Client ID, and Client Secret are correct
Confirm the API Application is set to Login Type: Agent
Ensure the API-only agent is active
Check that required permissions are enabled:
all:standardall:teamsadmin:webhooks
Re-save the integration in Settings > Integrations > Halo
🔴 Webhooks Not Working
Issue: Changes in HaloPSA do not appear in Salesbuildr in real time
Solutions:
Go to Settings > Integrations > Halo > Webhooks and confirm all webhooks are installed
Verify the API application includes admin:webhooks permission
If webhooks show errors, reinstall them from the integration page
Run a Full Sync after reinstalling
⚠️ Note: Product update webhooks may not yet be supported depending on your Halo version.
🔴 Data Not Syncing
Issue: Companies, contacts, or products are missing
Solutions:
Wait for the initial synchronization to complete
In Salesbuildr, go to Settings > Integrations > Halo > Synchronize and run a full sync
Confirm the data exists in HaloPSA and is not archived
Check that pipeline stages are enabled in Halo (Configuration > Sales > General Settings)
Verify product groups are marked as Items, otherwise they will not map to Salesbuildr categories
🔴 Opportunity Sync Errors
Issue: Opportunities fail to sync or map
Solutions:
Ensure pipeline stages are enabled in HaloPSA
Verify opportunity type and status mappings are configured
Confirm the primary client is correctly selected
Avoid automation rules in Halo that auto-close opportunities before sync
✅ You’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.