HaloPSA Integration - User Import
Learn how to efficiently import User data from HaloPSA to BrainStation.
Written by Bradley Riley
Updated at December 10th, 2025
Table of Contents
You can easily import end-users from HaloPSA into BrainStation with our HaloPSA Integration. To start, follow this guide to create an API Application in your HaloPSA account: Using the HaloAPI
To connect to your Reseller Portal, you'll need the following information from HaloPSA. If you need help retrieving any of these, please contact HaloPSA support:
- Tenant ID
- Client ID
- Client Secret
Please Note:
This is an import, not a sync, so when Users are added or deleted in HaloPSA, it will not automatically be reflected in BrainStation.
Import Users from HaloPSA:
- Access the Reseller Portal.
- Select Teams from the left-side menu.
- Locate the Team to which you would like to add Users.
- Click the Action icon next to the preferred Team.
- Select PSA Import from the pop-out menu.
- In the HaloPSA Section, add the following information in its respective field:
- Tenant ID
- Client ID
- Client Secret
Please Note:
If you have set up a custom domain for your HaloPSA integration, you will want to overwrite the HaloPSA Base URL field with your custom domain. If you don't, you may receive an error when proceeding.
- After adding this information, select Load Groups.
- If credentials are entered correctly, this will display a list of Users in your HaloPSA account.
- In the Select Group field, find the User list you want to import to this Team.
Please Note:
If a User email is associated with an account already in BrainStation, a red X will appear in their row. Additionally, if a User does not have an email associated with their name, a red X will appear in their row.
- All Users in this list will be displayed.
- Select the Users you would like to add to the Team.
- Click Import to bring these Users into BrainStation.
- Select Members from the left-side menu.
- Then, click List from the drop-down options.
- You will see the newly imported Users here.
Please Note:
Your HaloPSA credentials are stored with your Reseller account, so you will not need to re-enter them every time you import Users. Additionally, anytime you add or edit a Team, click the PSA Import option to access your HaloPSA information. These credentials are only available through the Reseller Portal. If your clients add their own Users, they cannot access your stored HaloPSA credentials.