Microsoft Excel Integration

Easily import and export any Excel sheet into a board with just a few clicks.

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So, your team has jumped on the bandwagon and has finally transferred its workflow to HaloPSA but… you still have some data and lists over in Excel. Keep reading to find out how to import the rest of your data from Excel to HaloPSA or to export your HaloPSA data to Excel if you’re not ready to let go just yet. 

Import your data from Excel

In Just a few steps, you can transform all of the data from your Excel spreadsheet into a HaloPSA. Check out this video or keep reading for a step-by-step guide:

To find out about our other integrations available, visit our integration page.

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