HaloPSA Integration
Sync companies, contacts, tickets, time entries, and contracts from HaloPSA.
Overview
The HaloPSA integration syncs data from your PSA into Breadbox every 15 minutes. This powers health scores (from ticket data), MRR tracking (from contracts), and contact enrichment. All data flows one-way from HaloPSA into Breadbox — we never write back to your PSA.
Connecting
Go to Settings → Integrations and click Connect on HaloPSA. Enter:
- Tenant Name — the part before .halopsa.com
- Client ID — from your HaloPSA API application settings
- Client Secret — from the same API application
- Auth Server — usually yourcompany.halopsa.com
- Resource Server — usually the same as auth server
Click Test Connection to verify, then Save & Connect.
What Gets Synced
| HaloPSA | Breadbox | Purpose |
|---|---|---|
| Clients | Accounts | Company records |
| Users | Contacts | People linked to accounts |
| Tickets | Health Score signals | P1/P2 count, CSAT |
| Timesheets | Profitability signals | Billable vs budget |
| Client Contracts | Contracts + MRR | Revenue tracking |
Account Matching
When Breadbox syncs companies from HaloPSA, it matches them to existing accounts using fuzzy name matching (85% confidence threshold). Companies that can't be auto-matched appear in the Review Queue (Settings → Integrations → review banner). From there you can link them to an existing account, create a new one, or skip.
Sync Status
The integration card on Settings → Integrations shows the last sync time and record counts per entity type. Click Sync Now to trigger an immediate sync. If an error occurs, the error message is displayed on the card.