Bring in Basic Company Details for HaloPSA Integration
D
Dave Gregory
Objective:
Enhance the HaloPSA integration to automatically sync essential company details into Hudu,
improving data consistency and reducing manual data entry.
Feature Overview:
- Sync Basic Company Details:
- Automatically pull the following fields from HaloPSA into Hudu:
- Company Address
- Zip Code
- Phone Number
- Company Website
- Consistent Data Population:
- Ensure that synced company profiles in Hudu include all standard contact and location details directly from HaloPSA.
Why This Matters:
- Reduces Manual Work: Automating the sync of key company details saves time and minimizes errors.
- Improves Data Accuracy: Keeps company records up-to-date by reflecting changes from HaloPSA.
- Enhances Workflow Efficiency: Provides users with complete company profiles directly within Hudu.
Outcome:
This feature would provide a more complete integration experience, enabling teams to view critical
company data within Hudu without the need for manual updates.