Before starting to connect an integration, please read:
The Halo PSA integration allows you to sync over:
You will need from Halo PSA:
- Client ID
- Client Secret
- The Application will need the following permissions:
- You will also need to make sure it is set to Agent, and an Agent has been selected with the valid permissions to view information in the system.
Make sure to test the integration for a successful connection before starting to import!
Before contacts and sites will be added into Hudu, you must have an Asset Layout for both of them already created. Make sure the Asset Layout is active. Otherwise, the Asset Layout will not be displayed in the companies.
Hudu's import works in two stages. First, Hudu will look for companies to match in to Hudu. We will attempt to match them with companies already in the system. Then, you will need to match companies before attempting to bring in any company information.