HaloPSA Integration
HaloPSA integration refers to connecting HaloPSA, a professional service automation tool, with other business software, systems and applications. This integration enables seamless data exchange and process automation. Codeless Platforms’ integration solution can involve pre-built integrations with ERP and CRM systems, or with the use of the Web Service Connector tool to create custom integrations. The goal is to streamline business processes, improve operational efficiency, and automate manual administration tasks by allowing different systems to communicate and work together effortlessly.
Are you looking for a flexible HaloPSA integration solution that will easily integrate HaloPSA with other external systems, such as SaaS, IaaS, legacy systems, on-premises applications, data sources or databases? Or are you looking for a service management automation solution to improve IT service delivery processes?
HaloPSA is a cloud-based and on-premises professional service automation (PSA) tool designed for ITIL-aligned managed services operations to manage customer information and statuses, sales, projects, billing, time tracking, stock management, contracts, and many other business processes.
Codeless Platforms' drag and drop HaloPSA integration provides you with the ability to integrate HaloPSA with other cloud-based or on-premises business systems to extend its functionality and capabilities for end-to-end service management automation. It removes repetitive data entry, improves business efficiency and reduces costs.
HaloPSA integration can be achieved with BPA Platform. BPA Platform is an iPaaS Platform that enables cloud-based, on-premises systems and cloud to cloud applications to talk to each other to enable seamless system integration and business process automation capability. You automate an employee process by dragging and dropping icons onto a canvas and linking them together in a process flow. The correlation of these tools replicate the physical employee process to your exact business rules.

HaloPSA Integration Brochure
Learn how integrating HaloPSA with other business software will eradicate repetitive data entry, remove the risk of costly errors, and significantly improve the visibility of critical data.
HaloPSA Integration Features and Benefits
HaloPSA Integration Features and Capabilities
BPA Platform enables HaloPSA users to integrate with practically any business on-premises or cloud-based system including, ERP and accounting systems, CRM systems, customer service applications and human capital management software. It provides you with end-to-end service management automation solution so that you and your employees can concentrate on improving company performance.Common HaloPSA integration and automation scenarios that our partners and users often implement when using BPA Platform include:- HaloPSA ERP integration: Acumatica, Epicor, Microsoft Dynamics 365 Business Central, Sage 200, Sage Intacct, SAP Business One, SAP Business ByDesign, SYSPRO etc.
- CRM integration: HubSpot, Salesforce, Microsoft Dynamics 365 CRM, Infor CRM, SugarCRM, Creatio CRM, Zoho CRM etc.
- Payment integration: GoCardless, PayPal, Sage Pay, Stripe, Worldpay
- Contracts: Automating the creation of signed agreements by integrating with Docusign to streamline digital eSignature processes
- HaloPSA integration with existing service management software applications
- Human Capital Management integration: HaloPSA Workday integration to automatically synchronise worker profiles, to-do's, job tracker etc.
- Customer service integration: Zendesk integration with HaloPSA to automatically identify, create and allocate support tickets
- Automating the transfer of financial data between systems
- Automatically importing sales opportunities, requests or enquiries from CRM, marketing or help desk software
- Automating the posting of journal entries, reverse journal entries and auto-reverse accruals in financial software
- IT Asset Management integration: ITAM and ITSM to automate IT inventory management tasks
"We're working on a project at the moment whereby we are taking information out of HubSpot and pushing that into HaloPSA. That data is then pushed from HaloPSA into Sage Intacct. BPA Platform has provided us with that three-way integration."
Chris Haddock, Head of Development and SI Practice, Thinc
HaloPSA Integration Benefits
Common benefits achieved by integrating HaloPSA with other cloud-based or on-premises business systems include:
- Improve IT service delivery
- Improve financial performance and service management
- Eradicate the manual rekeying of data between HaloPSA and other on-premises or cloud-based applications
- Eradicate data entry errors and associated costs
- Improve the visibility of and access to important information to aid decision making
- Increase company and employee productivity
Frequently Asked Questions
Subscription Pricing
HaloPSA Integration
Software from
BPA Platform
£175
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