# 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.

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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\* |

{% hint style="info" %}
*\*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.*
{% endhint %}

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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”                                                                   |

***

### **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](https://help.alternativepayments.io/integrations/psa-integration-guides/halopsa/halopsa-integration-set-up-guide).

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