vCIOToolbox Integration
With HaloPSA’s vCIOToolbox Integration, synchronise your tickets, assets and customers for a smooth QBR/TBR process.
vCIOToolbox
How does this integration work?
HaloPSA integrates with vCIOToolbox to automate the synchronisation of data between both platforms, which assists with customer communication, asset management, ticketing, and opportunity creation. The purpose of this integration is to help MSP’s reduce the data entry required to conduct their QBR/TBR preparation. This integration helps MSP’s enter into each QBR/TBR with the knowledge they have the most current information to guide their discussions.
How it helps your MSP?
With this integration, you are able to:
- Synchronise your customer records
- Synchronise your customer contacts for system communication
- Synchronise devices for use in asset management
- Synchronise status updates
- Synchronise opportunities
To find out about other available integrations, visit our integration page.
To learn more about vCIOToolbox, visit their website.
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