This is an import, not a sync, so when Users are added or deleted in HaloPSA, it will not automatically be reflected in BrainStation.

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: How to Start 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

Here’s how to create import users from HaloPSA.

• Locate the Team to which you would like to add users.
• Click the Action icon next to the preferred Team.
• Select PSA Import.

• In the HaloPSA section, add the following information in its respective field. 
  • Tenant ID
  • Client ID
  • Client Secret

Note regarding custom domains: If you have setup a custom domain for your HaloPSA integration, you will want to overwrite the “HaloPSA Base URL” field shown above with your custom domain.  If you don't, you may receive an error when proceeding. 

• After adding this information, select the Load Groups button.
• 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.
  • The Team name is listed in the breadcrumbs for consistency.

• All Users in this list will be displayed.
  • If a User email is associated with an account already in BrainStation, a red X will appear in their row.
  • If a User does not have an email associated with their name, a red X will also appear in their row.
• Select the Users you would like to add to the Team.
• Click Import to bring these Users into BrainStation.

Your HaloPSA credentials are stored with your Reseller account, so you will not need to re-enter them every time you import Users. 

Anytime you add or edit a Team, you can click the PSA Import option to access your HaloPSA information without re-entering your credentials. These credentials are only available through your Reseller account. If your clients add their own Users, they cannot access the stored HaloPSA credentials.