HaloPSA

Here’s everything you need to know about the HaloPSA integration and how it works with the Alternative Payments platform.

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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.

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Overview of synced items & frequency

The following items are synced from HaloPSA to Alternative when the integration is connected:

Sync Item	Sync Frequency
Invoice Details	Hourly/Real Time*
Invoice Line Items	Hourly/Real Time*
Customers	Real Time
Payments	Real Time
Deposits	—
Archiving invoices	Real Time*
Archiving customers	Real Time
Delete Payments	Real Time
PDF Invoices	Hourly/Real Time*

*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 details sync time.

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HaloPSA sync details

Item	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	Any partial invoice payments/credits applied in HaloPSA will reflect in the outstanding balance of the invoice in Alternative Payments
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.
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”

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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.

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