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      HaloPSA Integration for Sendmarc

      The integration for Sendmarc into HaloPSA, automates billing and service desk ticketing so MSP's can manage these all within the HaloPSA platform

      Overview

      HaloPSA is a professional services automation (PSA) software platform designed primarily for managed service providers (MSPs) and IT service companies.

      Features

      The integration for Sendmarc and HaloPSA, automates billing and service desk ticketing so MSP's can manage these all within HaloPSA. The integration includes the following functionality:

      • Account Mapping: Map Sendmarc accounts with HaloPSA customers.
      • Product-Package Alignment: Map HaloPSA products to Sendmarc plans.
      • Automated Billing: Set up recurring invoices to ensure accurate billing for linked products.
      • Service Desk Ticketing: Apply a predefined service desk template and configure where to create service tickets under

      Enabling the integration

      Partners can setup the integration within their main partner account.

      To establish a connection you will require the following information:

      Site: This is the URL used by the partner to login to HaloPSA

      Client ID: The client id provided along side the API Key created

      Client Secret: The key used to authenticate the client

      Once the detail above is filled in you can click the configure button to configure the integration. If the connection fails an error will be displayed.

      Note: HaloPSA is still in Beta and we therefore we disabled the Billing Auto Sync by default. To have packages automatically synced to HaloPSA you will need to enable the sync by turning on the "Enable Billing auto Sync".

      Setting up an API Key

      Steps to set up an API key within HaloPSA:

      1. While logged in browse to Configuration > Integrations > HaloPSA API
      2. Click on View Applications and add a new application
      3. Name the application eg. Sendmarc and select the "Client ID and Secret" option
      4. Copy the generated secret (before saving), select an agent and click save

      5. Select the "Permissions" tab and configure the permissions as defined below:

        • read:tickets
        • edit:tickets
        • read:customers
        • read:items
        • edit:invoices

      Mapping accounts to customers

      The Customers tab will include the ability to map each Sendmarc account to a customer in HaloPSA as well as an agreement to use for billing.

      On first-load the interface will attempt to auto-map customers to accounts based on the account name.

      Note: this will still require confirmation from the user to save the mapping. This can be done by clicking the thumbs up icon. The status should then change to "Confirmed"

      Mapping Plans to Products

      The Billing tab includes the ability to map each Sendmarc package (available to the partner) to a HaloPSA product. The linked HaloPSA product is what HaloPSA will use as the line item on the invoice under the recurring invoice selected for the customer

      Whenever an account undergoes a package change, a request will be sent to HaloPSA to update the product on the recurring invoice linked to the customer for billing purposes.

      Service Tickets

      The service tickets tab includes configuration as to where to submit domain implementation tasks as service tickets within HaloPSA to be picked up by implementation engineers.

      Settings

      Ticket Category: The category to create the ticket under

      Ticket Type: The type of ticket it will be created as

      Ticket closed status: When tasks are marked as completed on Sendmarc, we will automatically update the task to a closed status as specified by this setting

      Priority Mapping: Link the priority flag of a Sendmarc task to a priority flag in HaloPSA

      Need Help?

      support@sendmarc.com is standing by to assist!