HaloPSA

HaloPSA Integration

FlexPoint integrates with HaloPSA via its API.

Seamlessly import client info, manage invoices, and integrate user portals with FlexPoint and HaloPSA.

Features

• Import client information directly from HaloPSA
• Use invoice PDFs directly from HaloPSA
• Manage Portal Users from HaloPSA
• Additional AutoPay rule criteria including Agreement/Contract ⓘ
• FlexPoint payment links in the HaloPSA Client Portal

How to Integrate

Step 1: In HaloPSA ▶

Click Configuration in the left navigation, then Integrations.

Step 2: Select HaloPSA API ▶

Select View Applications and click New to add a new API application.

Step 3: Enter Application Details ▶

• Application Name: FlexPoint
• Authentication Method: Client ID and Secret
• Copy the Client ID and Client Secret tokens to a safe place ⓘ

Step 4: Assign Permissions ▶

• Admin:webhooks — Yes
• read:customers — Yes
• edit:customers — Yes
• read:contracts — Yes
• edit:contracts — Yes
• read:invoices — Yes
• edit:invoices — Yes

Click Save.

Step 5: Select Agent ▶

After saving, click Edit at the top. Select an agent for FlexPoint to perform actions.

ⓘ

Step 6: Save and Confirm ▶

Click Save again. HaloPSA is now ready to integrate with FlexPoint.

Step 7: In FlexPoint ▶

Navigate to Settings > Integrations and choose Halo.

• Tenant: base URL to access HaloPSA
• Client ID: the Client ID copied earlier
• Client Secret: the Client Secret copied earlier

Click Connect. Integration complete!

Frequently Asked Questions

Can I manage multiple HaloPSA tenants? ▶

Yes, FlexPoint allows connecting multiple tenants by repeating the integration steps for each.

Are API tokens secure? ▶

Yes, the Client ID and Secret are only shown during setup and should be stored securely.

What permissions are required? ▶

The integration requires read/edit permissions for customers, contracts, invoices, and webhooks as outlined in Step 4.