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Lifecycle Manager + HaloPSA

Integrate HaloPSA with Lifecycle Manager for to sync actively managed asset and get accurate warranty dates, automated insights, and generated scorecards for each of your clients.

What is HaloPSA?

HaloPSA is an all-inclusive professional services automation tool designed for MSPs. HaloPSA gives its users the power to manage a comprehensive service desk with powerful ITIL-aligned out-of-the-box functionality, including time-tracking and billing, advanced reporting, asset management, remote access, seamless integrations, automation tools and more.

Why Lifecycle Manager + HaloPSA?

Gain a singular view into your entire business by integrating your HaloPSA with Lifecycle Manager.

Once synced, your HaloPSA data is then de-duplicated based on data from your other integrated tools. We’ll cross-check that with information from the manufacturer and give you a summary of the clean data.

This client data unlocks a host of features that make client engagement easy, including:

  • Automated client-ready planning templates and reports.
  • Objective measurement of your client’s digital maturity with our Digital Maturity Index (DMI™) and generated scorecards.
  • Insights that identify your high-risk clients & assets. 
  • Access to accurate hardware, network, and software asset data without duplication.
  • Engage clients with visual roadmaps that effectively communicate priorities.
  • Protect infrastructure & assets and generate new revenue with warranty coverage in under 30 seconds.
  • Securely dispose of aged assets for free with IT Asset Disposal.

Sync back new data

Enable two-way sync in Lifecycle Manager to keep your data in HaloPSA up to date when you make changes — like if you’ve purchased a warranty through Lifecycle Manager and want to keep the new expiry date correct in both platforms.

Learn More about Lifecycle Manager’s features that make client engagement effortless.

How to integrate HaloPSA + Lifecycle Manager?

Integrating Lifecycly Manager and HaloPSA can be done in under 30 seconds. All you need is your HaloPSA API keys and the API connection enables Lifecycle Manager to pull hardware details from HaloPSA.

Looking to get integrated now? Just follow the detailed process in our step-by-step guide in our Help Center.

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Want to make the most of your HaloPSA data?

Book a demo, and we’ll show you how easy it is to generate client-ready reporting by integrating HaloPSA and Lifecycle Manager.
Book a demo now
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