HaloPSA integration to pull address | Integrations

HaloPSA integration to pull address

Lotus pink Lark

It would be great if Hudu was able to pull the customer's location details through the integration. At this point only the phone number is pulled.

April 5, 2022

Kristen W.

Merged in a post:

Bring in Basic Company Details for HaloPSA Integration

Skilled Squid

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.

7 hours ago

Peacock blue Mongoose

Hello, is there any update on this being done? Its actually causing us massive amount of work :(

Peacock blue Mongoose

Hello, is there any update on this being done? Its actually causing us massive amount of work :(

Kobalt Pelican

As of the new integration update you can do this for contacts but not address as the site is a different asset that gets pulled across.

Previous Gecko

In addition to this it would be great to bring over a customer/client's website field from HaloPSA as well.

Okay Marmoset

Please implement this. Thank you

Peacock blue Mongoose

Hello, per my case today 49967, I would like to request this feature as well.  I have given the information on how its possible with the Halo API.
you’d have to go through the list to pull it for the specific clients.   
e.g
/api/Client/2?includedetails=true

Peacock blue Mongoose

Can i also request the other fields that are duplicated across the platforms also. such as website as one example.

Final Ladybug

customer details like address, webpage, accountnumber would be great to add to the customer.

Expected Pheasant

All the extra information from Halo into Hudu would be very useful especially on the overview screen

Meaningful Herring

Address/sites, logo, domain, stuff like this should all sync.

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