halopsa-red-grey

HaloPSA

Replace the native HaloPSA client portal while also syncing information between Office 365 and HaloPSA.

CLOUDRADIAL CERTIFIED APP

HaloPSA Integration Overview

Integration Overview

Improve your customer front end ticketing experience with clean, easy-to-use forms that help them quickly get what they need. CloudRadial ensures your tickets come in pre-categorized with as much data as possible to help you supercharge your team’s productivity.

 

How the Integration Works:

Thanks to CloudRadial’s API integration with HaloPSA, you can import users into the portal on a company-by-company basis. The structure of your customers and their active users in HaloPSA will be reflected in CloudRadial.

 

What the Integration Does:

Ticket Integration

  • Tickets from Problem Reports – Feed pre-categorized tickets directly from problem reports to specific service boards.
  • Tickets from Service Requests – Feed pre-categorized tickets directly from service requests including directing tickets to sales or billing boards.
  • Question Customization – Prompt for any number of field types to gather information before work even starts.
  • Signature Prompts – Optionally ask for an end-user signature and use as an end-user quoting system.

 

User Sync

  • Client Directory Sync – Sync HaloPSA users so that the company directory and your user list are always in sync.
  • Office 365 Sync – Automatically import new Office 365 users into your Syncro portal.
  • User Billing Simplified – With accurate user lists, user billing systems become easier and create less end-of-month issues.

Discussion Integration

  • Friendly Presentation – A chat-like presentation of ticket communications makes it easier for users to provide the information I.T. provides need to resolve.
  • View as Discussions – Inside HaloPSA, support staff see the same discussion updates as if they were communicating by email.
  • Management Comments – Makes it easy for client management to comment on existing tickets along with the end-users.

Details

Integration Built By:

HaloPSA

Solution Type

Integration Type

API

Resources