How to synchronize Customers and Sites with HaloPSA

Datagate Support | Oct 28, 2022

This article will show you how to manage customers and sites with HaloPSA.

If you have any questions, don’t hesitate to contact the Services Team.

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Table of Contents

• Overview
• How to import a HaloPSA customer into Datagate
• How to match an existing Datagate customer with an existing HaloPSA customer
• How to import HaloPSA customer sites into Datagate
• Field Mappings for Customers
• Field Mappings for Sites

Overview

HaloPSA is expected to be the Master record for customer information. Address, email etc changes in HaloPSA will flow through to Datagate.

How to import a HaloPSA customer into Datagate

1. Create the customer as usual in HaloPSA
2. In the "Custom Fields" tab, set "Datagate" to "Yes" (check the box).
3. If HaloPSA Product Sync is enabled, the customer will import into Datagate the next time the sync runs. If you don't have HaloPSA Product Sync, or you want to import the customer immediately, in Datagate choose "Customers" menu, click the Gears icon, the HaloPSA icon, and Confirm. All customers will be updated.

• The HaloPSA field is populated in Datagate. This is used to connect the customers in HaloPSA and Datagate. If this field is populated, changes to the customer name will flow through to Datagate.
• 🚨Note: If the customer does not have a HaloPSA id (for example you typed in the customer information using the Datagate portal), it remains Active in Datagate after the sync. However invoices will not export to Halo without a "Halo id".

How to match an existing Datagate customer with an existing HaloPSA customer

1. Display the customer details in HaloPSA. Take note of the HaloPSA id, found in the URL:

2. Find the matching customer in Datagate. Enter the Halo Id into Datagate:

Press Save. The Datagate and Halo customers are now connected.

How to import HaloPSA customer sites into Datagate

When the Product sync runs and imports Customers, Customer Sites will be imported also.

If you run the Customer sync manually, Customer Sites will be imported also.

Field Mappings For Customers

Datagate	HaloPSA
Customer name	Client Name
Postal Address 1	Main Site Address Line 1
Postal Address 2	Main Site Address Line 1
City	Main Site Address Line 1
State	Main Site Address Line 1
Zip/Postal Code	Main Site Post/Zip Code
Country
Contact Phone	Main Site Phone number
Email invoice to	Customer/Billing/Accounts Email (please separate by ";" if there are multiple email addresses)
CC Invoice to	Customer/Billing/Accounts Email CC Address (please separate by ";" if there are multiple email addresses)
Invoice attention of	Customer/Billing/Accounts First Name and Last Name
Extra Fields 1-5	Top 5 Halo Client custom fields which are ordered by their system ID

 

Field Mappings For Sites

Datagate	HaloPSA
Name	Site Name
Address 1	Site Address 1
Address 2	Site Address 2
City	Site Address 3
Zip/Postal Code	Post/Zip code
Country