With a HaloPSA integration, you can import contracts into Lifecycle Insights to centralize contract data for reporting, budgeting, and strategic planning.
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Who can use this feature? • Administrator users. |
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What you'll need: • A Halo PSA integration with configured permissions. See Integrating with HaloPSA. |
Enabling contract import from HaloPSA
If HaloPSA isn't your primary integration, you'll need to enable contract importing first:
- In Lifecycle Insights, click Integrations in the left navigation panel.
- Under PSA Integration click HaloPSA.
- Check the box labeled Pull Contracts from Halo.
- Click Save Settings.
Once enabled, you'll see the Import from Halo button on the Contracts page of Lifecycle Insights.
How to import contracts
- In Lifecycle Insights, navigate to Contracts > Client Dropdown and select the client you want to view or import contracts for.
- Click Import From Halo.
- Review the list of contracts from HaloPSA.
- Click the green download icon next to a contract to import it.
- If the contract is missing a Next Due Date in Halo, you'll be prompted to enter one.
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Note: If the client isn't mapped to a Halo company, you'll be prompted to select one before importing. For more information on mapping, see Supplementing IT Glue with Halo. |
Once a contract is successfully imported from HaloPSA, if you need to make any changes, click the contract name to edit it.
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Note: Due to API limitations, it's not currently possible to sync the Billing Cycle field. This field can be left blank. |
| Any questions? Reach out to our Lifecycle Insights support team by submitting a support ticket. |
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