Lifecycle Manager + HaloPSA

Integrate HaloPSA with Lifecycle Manager to sync actively managed assets and get accurate warranty dates, automated insights, and generated scorecards for each of your clients.

Lifecycle Manager + HaloPSA

What is HaloPSA and HaloITSM?

Halo is a platform offering IT Service Management (HaloITSM) and Professional Services Automation (HaloPSA) solutions designed to streamline operations for IT teams and service providers.

HaloPSA gives its users the power to manage a comprehensive service desk with powerful ITIL-aligned out-of-the-box functionality, including time-tracking and billing, advanced reporting, asset management, remote access, seamless integrations, automation tools and more.

HaloITSM is a cloud-based IT service management (ITSM) platform designed to streamline and automate service desk processes, including incident, problem, change, and asset management.

Lifecycle Manager integrates with HaloPSA and HaloITSM to sync hardware data.

Why Lifecycle Manager + HaloPSA?

Gain a singular view into your client’s entire business by integrating your HaloPSA with Lifecycle Manager.

Once synced, Lifecycle Manager pulls client data from HaloPSA to help you make a holistic client strategy, including:

Contract costs and renewal dates
Hardware asset details, which get enriched with warranty renewal and purchase dates
Tickets and time entries also sync, unlocking Analytics in Lifecycle Manager for visibility into effort, trends, and outcomes that drive continuous improvement.

This client data unlocks a host of features that make client engagement easy, including:

Automated roadmap planning and opportunity tracking
Ability to build client budgets based on contract renewals, asset refresh cycles and upcoming initiatives
And when it’s time to execute, you can create both opportunities and tickets in HaloPSA directly from LM, turning QBR decisions into action without retyping a thing.

Sync back new data

Enable two-way sync in Lifecycle Manager to keep your data in HaloPSA up to date when you make changes — like if you’ve purchased a warranty through Lifecycle Manager and want to keep the new expiry date correct in both platforms.

Learn More about Lifecycle Manager’s features that make client engagement effortless.

How to integrate Halo and Lifecycle Manager?

Integrating Lifecycle Manager with HaloPSA and HaloITSM can be done in under 30 seconds. All you need are your Halo API keys, and the API connection enables Lifecycle Manager to pull hardware details from HaloPSA and HaloITSM.

Looking to get integrated now? Just follow the detailed process in our step-by-step guide in our Help Center.

HaloPSA tools also connect with

Want to make the most of your HaloPSA data?

Book a demo, and we’ll show you how easy it is to generate client-ready reporting by integrating HaloPSA and Lifecycle Manager.

Book a demo now