HaloPSA Integrations

The Strategy Overview is an advanced automation platform tailored for vCIOs and quarterly business reviews, developed by managed service providers (MSPs) to improve client strategic planning and support digital transformation efforts. By automating crucial tasks such as assessments, executive summaries, dashboards, roadmaps, budgets, and reporting for Office 365 and asset lifecycles, it significantly streamlines the quarterly business review process through a modular template engine powered by the Arya AI agent. This all-encompassing system integrates seamlessly with various PSA/RMM tools, including ConnectWise, Autotask, Kaseya BMS, Syncro, and Halo PSA, alongside Office 365, facilitating the synchronization of vital company data such as assets, user lists, tickets, warranties, and licensing details. Clients enjoy the advantage of a customizable white-labeled portal that delivers in-depth insights into their strategic initiatives, health scores, and critical data points encompassing asset and user information, tickets, budgets, and roadmaps. In addition, the platform refreshes warranty and asset data automatically, enabling MSPs to reduce the preparation time for quarterly business reviews from several hours to just minutes. This not only standardizes processes but also emphasizes security and compliance insights, fosters proactive recommendations, and transforms assessments into strategic paths for revenue enhancement. Ultimately, this innovative solution not only enhances operational efficiency but also empowers MSPs to provide greater value to their clients, paving the way for a more strategic partnership. Additionally, the platform's user-friendly interface ensures that both MSPs and clients can navigate the system with ease, further elevating the collaborative experience.

Thread is an intelligent, AI-driven Service Desk solution purpose-built for MSPs that transforms how service teams handle requests, automate tasks, and communicate with clients. Unlike traditional ticketing systems, Thread’s agentic triage engine automates intake and gathers all necessary details before a technician even starts, drastically reducing admin work. Fully integrated with PSAs like ConnectWise, Autotask, and HaloPSA, it syncs instantly—no complex setup required. The platform’s AI-powered chat interface lets teams reply, triage, escalate, and resolve tickets across Teams, Slack, and Messenger, all from a unified, no-refresh inbox. Features like automatic ticket categorization, time-entry creation, and thread scheduling save technicians up to 19 minutes per request while improving service quality and speed. MSPs deploying Thread see up to 5x faster response times and 78% improvement in resolution speed thanks to streamlined workflows and intelligent automation. With a visually optimized Planner view, technicians can prioritize work and collaborate efficiently in real time. Thread’s no-code design means onboarding takes less than 30 minutes, enabling instant productivity gains. The platform also enhances customer satisfaction by meeting clients where they already work through conversational, human-like AI interactions. Built for the modern MSP era, Thread is your AI operating system for service excellence, efficiency, and scale.

Keep a vigilant watch over your IT ecosystem—no matter which environments or platforms you employ—by leveraging System Center. Simplify the tasks of deployment, configuration, management, and monitoring for both your infrastructure and virtualized software-defined datacenter, which will lead to improvements in agility and performance. Proactively identify and rectify problems related to infrastructure, workloads, or applications to guarantee ongoing reliability and optimal performance. Manage and implement your software-defined datacenter with an all-inclusive solution that covers networking, storage, computing, and security requirements. This holistic strategy not only enhances operational efficiency but also equips your organization to respond rapidly to evolving demands, fostering a culture of resilience and adaptability. In an ever-changing technological landscape, staying ahead of potential challenges is crucial for sustained success.

Planning meetings can often feel unproductive. TimeZest offers a smooth integration with ConnectWise Manage, enhancing your activity management, calendar, and ticketing processes. By utilizing TimeZest, you can eliminate the hassle of scheduling; it efficiently manages the entire process. Designed for ConnectWise Manage, TimeZest empowers clients to effortlessly select and reserve the most convenient time slots for their needs. Decisions are made based on your team's current availability, ensuring optimal coordination. These selections are promptly confirmed with automatic calendar invitations, paired with gentle reminders to keep everyone informed. Moreover, tickets in ConnectWise Manage are automatically updated, fostering a more seamless workflow and improving the efficiency of ticket resolution. With TimeZest, your staff can easily arrange client meetings directly within ConnectWise Manage, enhancing productivity and client satisfaction. This innovative tool not only saves time but also transforms the meeting scheduling experience into a more organized and efficient process.

Streamline your workflow by utilizing a centralized dashboard that consolidates traffic visibility for all clients, eliminating the need for multiple logins. This solution facilitates rapid advanced searches, thereby improving your capacity to manage support tickets with greater efficiency. With just a couple of clicks, you can promptly eliminate threats and block malicious senders across your entire client base. Instead of handling each customer on a case-by-case basis, you can implement universal rules for all or chosen clients in seconds. Our platform equips you to detect and neutralize various email security threats, such as business email compromise, spear-phishing, and ransomware, all while being intuitive and ready for immediate use. Furthermore, Mesh guarantees the smooth synchronization of your mailboxes and licensing information from Microsoft 365, ensuring that the Mesh billing number aligns with Microsoft's billing number each month. While changing email security providers can be daunting, especially for larger Managed Service Providers, our concierge service simplifies the transition by taking care of most setup tasks for you. This streamlined assistance not only conserves valuable time but also boosts your operational efficiency, allowing you to concentrate on the core aspects of your business. Ultimately, adopting this comprehensive solution can transform your client management experience, making it more cohesive and less time-consuming.

Experience a comprehensive solution that automates discovery, documentation, password management, and the creation of network diagrams. Trust us to conduct thorough site assessments. The Network Glue collector adeptly identifies all devices across your clients' networks, no matter the manufacturer. It also reveals setups within Active Directory, providing detailed information about the AD roles assigned to each workstation and server, while effortlessly importing AD users from both on-premises and hybrid systems. Say goodbye to overlooked devices and missing user data, as our system ensures that all network devices, along with user details from Azure AD and Active Directory—whether they are cloud-based, hybrid, or on-premises—are meticulously documented and updated in IT Glue. This documentation also extends to virtual network components in Hyper-V and VMware environments. Understanding that design isn't everyone's forte, Network Glue takes the reins in generating complex network diagrams for you. With unique icons that promote a swift grasp of network configurations, these diagrams are fully integrated with IT Glue, providing instant access to pertinent information upon selecting a device icon. Additionally, our solution not only streamlines operational workflows but also empowers IT teams to redirect their attention to other pressing responsibilities while ensuring that network documentation remains precise and up-to-date. This holistic approach transforms the way organizations manage their IT infrastructure, ultimately driving productivity and reliability.

MyGlue acts as a unified platform for collaboration and intranet communication, creating a seamless route for engaging with end-users effectively. It eliminates the hazards tied to insecure email exchanges, informal conversations, and fragmented discussions. As IT professionals face the challenge of managing an ever-growing array of devices, data, and user accounts, adding a collaboration and intranet solution to your resources allows for the secure and easy distribution of IT documentation while collaborating with end-users. Packed with features reminiscent of IT Glue, MyGlue includes essential tools such as a password vault, checklists, and advanced security options like audit trails, version history, and SOC 2 compliance, ensuring that end-users have everything they need for successful password and document management. The newly introduced MyGlue help center streamlines the sharing of crucial documents, providing useful guides and tutorials at your fingertips. Discover a holistic approach to managing communication, documentation, and password handling across your organization and all teams, guaranteeing that everyone remains connected and well-informed. This integrated solution not only enhances productivity but also fosters a collaborative atmosphere within your workplace, making it an invaluable asset for any organization. With MyGlue, your team can confidently navigate the complexities of modern IT management while staying synchronized and engaged.

Quoter is a cutting-edge, cloud-based solution tailored for managed service providers (MSPs) that enhances the quote-to-cash workflow by automating over 30% of sales-related activities. It effortlessly connects with various systems including PSA, CRM, distributors, payment gateways, and accounting applications to pre-fill information regarding clients, products, and pricing. The platform supports an infinite variety of customizable line items and bundles, provides volume discounts, accommodates multi-currency pricing, and ensures precise tax and shipping calculations through integrations with tools like Avalara. Additionally, Quoter enables e-signatures and payment processing via platforms such as Stripe, PayPal, and ConnectBooster. Users can also take advantage of tailored branded templates and product configurators that feature both optional and single-select items, along with distributor pricing that reflects real-time inventory levels. To further boost efficiency, the platform includes email tracking, automated follow-up reminders, workflows for managerial approvals, and meticulous tracking of costs and margins, complemented by extensive reporting features on quotes, margins, user activity, and product performance. In addition, companies can leverage its powerful analytics to make strategic decisions, refine their sales strategies, and ultimately drive growth in a competitive market.

Support Fusion serves as a no-code integration solution tailored specifically for Managed Service Providers (MSPs) that work with enterprise clients. It efficiently synchronizes tickets across various ITSM systems such as ServiceNow, Jira, and Zendesk, while also integrating with MSP PSA tools like ConnectWise, Autotask, and HaloPSA. This application facilitates seamless bidirectional syncing of tickets, statuses, comments, and attachments, ensuring that all involved parties are kept up-to-date without the burden of repetitive tasks. By utilizing this solution, MSPs can save considerable time each week, avoid SLA breaches, and generate accurate reports with minimal manual effort. Designed for mid-to-large MSPs catering to enterprise clients, Support Fusion minimizes unnecessary work duplication and promotes growth by converting support data into actionable insights. Users can rapidly kickstart the integration process through our prebuilt connectors and straightforward setup, negating the necessity for custom scripts or extensive development, thus making it an effective option for businesses aiming to improve their service delivery. Furthermore, the platform's intuitive interface allows teams to quickly adapt to the system, enhancing overall operational efficiency and productivity. With Support Fusion, MSPs are empowered to focus more on value-added tasks rather than administrative burdens.

FlexPoint revolutionizes the payment procedure, making it both simple and efficient, which significantly improves your cash flow. By streamlining your billing processes through automation, you can enhance productivity while ensuring that payments are received on time. Eliminate the hassle of repetitive manual tasks and make payment collection a breeze. The platform facilitates full automation of the reconciliation process, covering everything from invoicing to deposits. Clients benefit from secure online payment options, allowing you to maintain your brand's strong reputation. Provide an invoicing experience that mirrors the exceptional customer service you offer. This comprehensive tool is tailored to accelerate your business growth with its efficient payment solutions. Without the need for long-term contracts, you can foreseeably manage your cash flow and avoid any unforeseen financial challenges thanks to our sophisticated billing automation functionalities. You have the ability to set customized rules for automatic invoice payments, whether you choose to apply them to all clients or select specific ones. This effectively removes the tedious chore of manual payment reconciliation across different tools, fostering a more streamlined financial operation. Witness the positive shift in your billing methods and relish the advantages of improved operational transparency, ultimately leading to better financial decision-making.

Leverage our effective strategy to enhance your team's sales through up-selling and cross-selling based on their activities while keeping track of essential business metrics. BeeCastle's advanced recommendation systems, checklists, and AI-powered suggestions are informed by the analysis of over $5 billion in sales activity and more than 10 million business interactions, enabling you to manage accounts with assurance. As a versatile plug-in, BeeCastle seamlessly integrates with your existing software, allowing for automation across platforms like Microsoft Outlook, Teams, and Xero, thus streamlining your workflow and maximizing efficiency.

SuperIT is an AI-powered IT support automation platform that helps IT teams and managed service providers resolve incidents and service requests autonomously, safely, and around the clock. Unlike chatbots, ticketing tools, or simple triage systems, SuperIT is designed to diagnose and fix real IT problems end to end. The platform deploys its own specialized RMM agent across managed devices to collect live telemetry and understand the technical state of each environment. That data is combined with cloud integrations to create a digital twin that represents the current state of users, devices, systems, and configurations. SuperIT also learns the ideal state by analyzing prior tickets, documentation, knowledge bases, runbooks, and support standards to build reusable skills for resolving issues. With current state and ideal state in context, the agent can investigate problems, execute approved actions, follow up with users, document work, close tickets in the PSA, and escalate only when human judgment is required. It integrates with major PSA, RMM, security, identity, backup, cloud, endpoint, documentation, and networking tools, including ConnectWise, Autotask, HaloPSA, Microsoft 365, Intune, Entra ID, Okta, Datto, Veeam, NinjaOne, SentinelOne, CrowdStrike, Fortinet, Cisco Meraki, and many more. SuperIT includes conservative pilot modes, permission inheritance, allowlists, blocklists, approval workflows, tenant isolation, encrypted data handling, full auditability, and portable data exports to keep teams in control. The platform helps reduce level-one workload, shrink ticket queues, improve after-hours coverage, and deliver consistent white-glove support without hiring additional technicians for every new client. It also gives escalated engineers richer context, including hypotheses, evidence, commands run, recommended next steps, notes, statuses, and time entries.

Sage 300 is an all-inclusive software solution designed for comprehensive business management. With more than 40,000 users across 150 nations and various industries, it has established itself as a reliable choice. This software effectively oversees finances, operations, and inventory, offering a cost-effective alternative to traditional ERP systems. It enables management across diverse locations, languages, currencies, and regions seamlessly. You can connect, analyze, and generate reports on multiple business units, companies, subsidiaries, and countries within your organization, simplifying the handling of various entities. It centralizes processes such as accounting, operations, inventory, and distribution into a single application, enhancing efficiency. Additionally, it offers cloud-based financial tools that are top-tier for organizations operating in multiple locations and entities. The platform features a multi-currency and multi-lingual interface, allowing for flexible financial transactions. Users can manage the entire sales cycle and automate order processes directly in Sage 300. Furthermore, it facilitates the management of contractor and subcontractor expenses and time, while also allowing for the inclusion of stakeholders in the process, making it a comprehensive tool for modern businesses.