Streamlining Your MSP with Halo PSA Integration
Integration
Why Integrate Your PSA with Security Awareness Training?
Managing third-party application billing inside your PSA shouldn't mean extra hours of manual work each month. Yet for many MSPs, that's exactly what happens.
Manual reconciliation
Downloading PDF billing reports and manually matching line items to each client in your PSA.
Delayed invoicing
Waiting for billing reports before you can invoice clients, extending your cash cycle.
Outdated user counts
User counts that drift out of sync, leading to billing discrepancies and awkward client conversations.
Missed revenue
Pro rata charges slipping through the cracks when clients add users mid-cycle.
Why Subscriptions Are the Right Approach
There are multiple ways to bring third-party products into Halo PSA—custom products, manual line items, or Subscriptions. But Halo recommends Subscriptions for a reason.
Subscriptions are what Halo uses for their own internal products. They're purpose-built for recurring, usage-based billing and receive the strongest support and development focus going forward. When you integrate using Subscriptions, you're using Halo PSA the way it was designed to be used.
The INFIMA integration creates Subscriptions automatically when you map a client. User counts update daily, and you simply add the subscription to your recurring invoice in Halo PSA.
How It Works
The integration connects your INFIMA dashboard to your Halo PSA tenant through a secure API connection. Once configured, the process is straightforward:
- 1Map your clients — Associate each INFIMA client with the corresponding Halo PSA customer.
- 2Subscriptions are created automatically — INFIMA creates a subscription in Halo PSA for each mapped client.
- 3Daily syncs keep counts current — Overnight, user counts are updated on each subscription.
- 4Add to recurring invoices — In Halo PSA, add the subscription to your client's recurring invoice.
The Benefits
- User counts sync daily overnight—always accurate
- Pro rata calculations handled automatically by Halo PSA
- No more reconciling PDF reports to client records
- Faster turnaround from product billing to client invoicing
- Reduced cash cycle and improved cash flow
- Subscriptions integrate directly with recurring invoices
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