Here’s everything you need to know about the HaloPSA integration and how it works with the Alternative Payments platform.
Our HaloPSA integration is available for partners to use in conjunction with their Partner Dashboard to sync invoices to our platform and auto-reconcile invoice payments back to HaloPSA directly. Alternative will sync all billing contacts for a specific customer (vs. all contacts) to streamline and prevent invoice notifications being sent to multiple email addresses for the same customer.
Overview of synced items & frequency
The following items are synced from HaloPSA to Alternative when the integration is connected:
*Real time only applicable for partners that have HaloPSA version 2.122.1 or higher
** Sync frequency for payments is related to payments were made through Alternative. For payments that were processed outside of Alternative, consider the invoice sync time.
HaloPSA sync details
|Invoice Status Update
|Invoice statuses updated in HaloPSA will sync back to Alternative and vice-versa via two-way sync
|Changes to Unpaid Invoices
|Changes to unpaid invoices (amount and due date) in HaloPSA will sync to Alternative Payments; changes to unpaid invoices in Alternative Payment will not sync back to HaloPSA
|Partial Invoice Payments
|Partial invoice payments on HaloPSA will not be reflected in the invoice amount in Alternative Payment. The full amount of the invoice is shown
|Customer created in Alternative
|Customers created in Alternative do not sync to HaloPSA
|Invoices Created in Alternative
|Invoices created in Alternative do not sync to HaloPSA. When a payment is received, a payment is created in HaloPSA.
|Deleted Invoices and Customers
|Invoices and customers deleted in HaloPSA will need to be archived as in the Alternative portal. Deleting in HaloPSA does not sync back to ALT.
|Invoices Without Customer Association
|Invoices that are created in HaloPSA that do not have a customer name are marked with a customer name of “unknown”
How to connect HaloPSA to your Partner Dashboard
Follow this step-by-step guide on how to sync your Alternative Platform to your HaloPSA: HaloPSA Integration Set-Up Guide.