Sync Settings: Halo PSA

How to adjust your sync settings with Halo PSA

Use this guide to adjust any sync settings for your HaloPSA integration in ScalePad.
Navigate to Integrations, and select HaloPSA.


Enable Two-Way SyncTwo-Way Sync - Two-Way Sync allows ScalePad to propagate warranty dates to and from certain integrations.

  1. In Enable Two-Way Sync Fields section, check the appropriate boxes to enable Two-Way Sync for these fields.
  2. Select the Warranty Expiration and/or Purchase Date to enable Two-Way Sync for this field.
  3. Click Save HaloPSA Setup

Sync assets without serial numbers

While we're unable to perform warranty look-ups on hardware assets without serial numbers, there is value to adding these assets to your ScalePad account.

  1. Select Include hardware assets without serial numbers (optional)
  2. Click Save HaloPSA Setup