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


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.


Integration Built By:


Solution Type

Integration Type