This article covers how to manage and adjust your Halo PSA sync settings. These settings control how hardware configurations and tickets are synced into Lifecycle Manager.

Navigating to Halo PSA Sync Settings

1. In the upper right of Lifecycle Manager, hover over the Settings icon.
2. Click Integrations.
3. From the integrations list, click HaloPSA.
   
   

Manage Sync

This section provides the status of your most recent sync with Halo PSA, and is where you can update your credentials.

Edit credentials

Click Edit credentials to update the credentials associated with your Halo PSA integration.





After entering your updated credentials, click Connect now to sync with Halo PSA and save any changes made in the Update your credentials section.

Sync Status

Displays the result of the most recent sync attempt.

Name

Optionally enter a nickname to help identify the integration. This is useful if you manage multiple Halo PSA instances.

Sync Data

This section defines the data included in the sync and the Halo PSA fields that Lifecycle Manager can write to.

Preferences

• Enable or disable Two-Way Sync by selecting the checkbox beside each field.
  Two-Way Sync allows Lifecycle Manager to write Warranty Expiration Date and Purchase Date values retrieved through warranty lookups back to Halo PSA.
  
  
   
• Enable Purchase date under Two-Way Sync Custom Fields to have Lifecycle Manager read and write to the Supplier Purchase Date field in HaloPSA instead of the Parts Warranty Start field.
  
  
   
• Select Sync assets without serial numbers to sync configurations even if they don't have serial numbers associated with them in Halo PSA.
  Assets without serial numbers won't support warranty lookups, but can still be included in reporting.
  
  

Asset Status

Select the Halo PSA asset statuses that you want included in your sync. Any assets with a status that doesn't match your selection here won't be synced into Lifecycle Manager from Halo PSA.

Configure Fields

This section of the sync settings page is where you can map the ticket and hardware types coming from Halo PSA to the appropriate Lifecycle Manager types.

Mapping ticket types

Ticket data from Halo PSA can be synced with Lifecycle Manager. This is used to create PSA tickets from action items, and for Analytics features. 

Ticket Statuses

After your first sync, ticket statuses will be visible in the Tickets section. Map each of Your ticket statuses (left column) to a ScalePad ticket status using the dropdown menu on the right.


 

Mapping Hardware types

The final area in the configure fields section of your Halo PSA Sync settings page is where you can map your Configuration types from Halo PSA to ScalePad Hardware types.

For each of the items under Your configuration types, select a ScalePad hardware type from the dropdown menu on the right.

For example, map Desktop and Laptop configurations to Workstation. Those configuration types will appear as workstations in Lifecycle Manager.



To exclude a configuration type from syncing, select Don't Sync from the dropdown.

After making any changes to the sync settings page, click Save and sync now to start a fresh sync with your new settings.