vCIOToolbox

The HaloPSA integration will allow you to share information between vCIOToolbox and HaloPSA.  Current integrations include:   Import HaloPSA customers I...

The Syncro PSA integration will allow you to share information between vCIOToolbox and Syncro PSA.  Current integrations include:   Import Syncro PSA cus...

Integration Capabilities Import Customer Records Import Assets/Devices Import Contacts Create Tickets and sync status 2 Way opportunity sync  ...

When creating your API Token, make sure you have enabled the following permissions and have disabled all other permissions. 

Integration Capabilities Import Customer Records Import Configurations Import Contacts Create Tickets and sync status 2 Way opportunity sync  ...

Integration Capabilities Import Customer Records Import Configurations Import Contacts Create Tickets and sync status 2 Way opportunity sync  ...

Creating an API Key in HaloPSA   Log into Halo PSA and navigate to Advanced. From the dashboard navigate to Integrations.       2. Next Click o...

This experience is consistent across all PSA's supported, including ConnectWise Manage, Kaseya/Datto Autotask, Kaseya BMS, HaloPSA, and SyncroPSA. Th...

You are in charge of when a recommendation goes to your PSA as sales opportuities.  This is done within the IT Review from Recommendations  > Manage >...

vCIOToolbox conducts nightly sync's of your PSA data.  This includes updates of your customers, tickets, contacts, ticket status, and opportunities. ...