• Skip to primary navigation
  • Skip to main content
  • Skip to footer
  • Skip to custom navigation
HaloPSA

HaloPSA

  • Features
  • Pricing
  • Integrations
  • Resources
    • Demo On Demand
    • Case Studies
    • Roadmap
    • ITIL Alignment
    • Blog
    • Guides
  • Compare Us
    • ConnectWise
    • Datto Autotask
    • Solarwinds MSP
  • Solutions
    • I Need To…
      • Run My Business More Effectively
      • Improve My Customer Experience
      • Streamline My Sales Process
      • Gain Control Of My Projects
    • We Are A…
      • Managed Service Provider
      • Telecommunications Provider
      • Cloud Solution Provider
      • Software Company
      • Consultancy Firm
  • Start trial
  • Book demo

Integrate Excel with PSA software

Microsoft Excel Integration

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

>

100,000+ people, from 40+ countries, trust HaloPSA to deliver their PSA software:

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.

Try HaloPSA now. Start your free trial today.

Try for free

Demand more from your PSA.

The fast and simple way to manage your entire MSP business.

There’s more to discover

Easy setup and everything as standard. Learn more about HaloPSA.

Try HaloPSA free for 30 days.

Immediate Access. No Credit Card Required.

Free trial

Footer

Products

Company

  • Contact Us
  • Work With Us
  • Referral Program

HaloPSA

  • Features
  • Integrations
  • Pricing
  • Blog

Key Features

  • Service Desk
  • Sales CRM
  • Billable Time Tracking
  • Reporting
  • Contract Management
  • Billing
  • Stock Management
  • Project Management

Compare PSA

  • ConnectWise
  • Datto Autotask
  • Solarwinds MSP
  • Accelo
  • Harmony PSA
  • Naverisk
  • Top Desk

Social

  • Terms and Conditions
  • Privacy Policy
  • Security