# HaloPSA

**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:

| 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\* |

*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.*

***

### **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”                                                                   |

***

### **How to connect HaloPSA to your Partner Dashboard**<br>

Follow this step-by-step guide on how to sync your Alternative Platform to your HaloPSA: [HaloPSA Integration Set-Up Guide](/integrations/psa-integration-guides/halopsa/halopsa-integration-set-up-guide.md).

**Love our platform?** Rate us on [Channel Program](https://channelprogram.com/v/alternativepayments) and check out our [Referral Program page](https://www.alternativepayments.io/referral-partners/)!


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://help.alternativepayments.io/integrations/psa-integration-guides/halopsa.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.