Documentation to assist with the setup and configuration of the HaloPSA platform
A hubspot account can be connected to Halo & allow for 2-way syncing of Companies and Contacts.
Connecting to Hubspot
The first step involves connecting your Hubspot account to Halo. To do this, head to Configuration>Integrations>Hubspot & click 'Connect to Hubspot':
You will then be prompted to log in to your Hubspot account & redirected back to Halo upon successfully logging in.
Once connected, you will first be presented with the 'Companies' section. Here, you set the lifecycle stages to include - which effectively allows you to filter what companies are imported into Halo (based on their Lifecycle Stage in Hubspot):
Below this, you have a Customer mapping table. This table allows you to establish which Customers in Hubspot equate to those in Halo (this is to avoid duplication of Customers in Halo when their names are not identical in Hubspot):
(Non-mapped Customers will match to Halo Customers by name).
Once you have filled your Customer mapping table with respective Hubspot/Halo Customer pairs, you can add to the 'Field Mappings' table:
This table allows you pull in additional information from Hubspot - Hubspot fields can be mapped to Custom Customer fields in Halo (which can be created via heading to Configuration > Custom Objects > Custom Fields, then selecting the 'Customer' entity):
NB: The type of field from Hubspot must be mapped to a Custom field in Halo of the same type, i.e: mapping a checkbox field from Hubspot will require you to map to a Halo field of type 'Checkbox'
Once you've filled this out, click 'Import Companies' to bring your Hubspot Customers into HaloPSA.
Contacts can also be imported from Hubspot into Halo. In a similar fashion to the above point, you can also map contact fields between Halo & Hubspot:
These fields, just like the Customer fields, need to be of a similar type.
When establishing field mappings (for Companies & Contacts), you will see an option to 'Sync back to Hubspot':
When checked, this data will be sent back to Hubspot (provided you have enabled syncing back to Hubspot - details to follow).
Finally, in the Contacts section, you will find a 'Default Site for new Users':
This is used as a fail-safe; if a user is imported from Hubspot but their Company record has not been mapped/imported, then the user will be located at the site specified here.
The import process can also be set up on an automated schedule via The Halo Integrator. Simply enable the below option & select what you would like to automatically import and, provided The Halo Integrator schedule has been created, that is all you need (NB: if we are hosting Halo for you, this is something our infrastructure team can action):
Syncing to Hubspot
The syncing of data between Hubspot & Halo is 2-way, meaning you can also sync data back from Halo to Hubspot:
You have the option to specify at what point to sync to Hubspot (at the point of creation, at the point of updating, both, or disabled) for Customers & Contacts, respectively.
You also have the option to delete Customers & Contacts from Hubspot when they have been marked as inactive in Halo. Finally, if you want to ensure that the sync to Hubspot has been successful, you can enable the option to display a message for each successful sync from Halo back to Hubspot.
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- Creating a New Application for API Connections
- Creating Agents and Editing Agent Details
- Departments, Teams and Roles
- Halo Integrator
- Importing Data
- Multiple New Portals with different branding for one customer [Hosted]
- Organisation Basics
- Organising Teams of Agents
- Step-by-Step Configuration Walk Through