HaloPSA × Pennylane Integration by Halentra

Overview

This integration automatically synchronizes data between HaloPSA and Pennylane, including customers, products, quotes, and invoices.

This guide details all the steps required to configure the integration, perform the initial synchronization, and ensure ongoing monitoring over time.

Accessing the Integration

Log in to the Halentra application using the credentials provided by your Halentra contact: https://apps.halentra.com/

Your environment is preconfigured. Once logged in, click "View" to access your tenant.

Launching the Configuration Wizard

After accessing your tenant, launch the configuration wizard.

You can also access the settings directly from the "Configuration" menu.

The wizard will guide you through the various connection and configuration steps.

Connecting to HaloPSA

Objective

Authorize the application to communicate with your HaloPSA instance through the API.

Step 1: Create an API Application in HaloPSA

From your HaloPSA instance, navigate to: Configuration → Integrations → HaloPSA API

Click "View Applications" and then "New".

Create a new application with the following settings:

• Name: Pennylane (or a name of your choice)
• Authentication Method: Client ID and Secret (Services)

Retrieve:

• The Client ID
• The Client Secret

The following permissions will be required:

• admin:webhooks
• edit:tickets
• read:customers
• edit:customers
• read:items
• edit:items
• read:sales
• edit:sales
• read:quotes
• edit:quotes
• read:invoices
• edit:invoices

Step 2: Enter the Information in the Halentra Application

In the configuration wizard, enter:

• The URL of your HaloPSA instance
• The Client ID
• The Client Secret

Validation

Click "Verify and Continue".

The application automatically tests the connection to HaloPSA to validate the information provided.

If the validation is successful, proceed to the next step.

Connecting to Pennylane

Objective

Authorize the application to access your Pennylane workspace.

Procedure

Click "Connect with Pennylane".

You will be redirected to the Pennylane authorization screen.

1. Select the company to connect.
2. Click "Authorize".
3. Wait for the connection confirmation.

Once the connection has been established, click "Next".

HaloPSA Configuration

This step allows you to define several settings required for synchronization.

Item Group

Select the HaloPSA item group where products originating from Pennylane will be created.

This setting allows the integration to automatically create missing products in HaloPSA when they exist only in Pennylane.

The desired group can be selected or searched directly within the application.

Quote Status Mapping

Configure the mapping between HaloPSA quote statuses and Pennylane quote statuses.

This association ensures that status changes are correctly synchronized between both platforms.

Once the mappings are configured, click "Next".

Creating the HaloPSA Webhook

Enter a webhook name that is not already in use.

Then click "Create webhook" to automatically create the webhook with the events required for synchronization.

Once the creation is complete, continue the configuration.

Customer and Product Mapping

Objective

Match existing records in HaloPSA with those in Pennylane to avoid duplicates.

Customer Mapping and Exclusions

Customer Mapping

Go to the customer mapping management section.

To link two customers:

• Click "Manage"
• Select the customer to map
• Click "Map"
• Choose the corresponding record
• Confirm the association

Example:

• Pennylane: Tonys Tyre Emporium
• HaloPSA: Tony's Tyre Emporium

Once the mappings are created, click "Done".

A summary of mapped and excluded items is then displayed.

Customer Exclusion

If a customer should never be synchronized, it can be excluded.

To do so:

1. Go to "Mappings" → "Customers".
2. Select the relevant customer.
3. Enable its exclusion.

From this screen, you can manage existing mappings and exclusions at any time.

Product Mapping

The process is identical to customer mapping.

You can:

• Link existing products.
• Exclude certain products from synchronization.

Once all mappings have been reviewed, click "Save and continue".

Synchronization Settings

Synchronization Direction

For each entity type, choose the desired synchronization direction. Each entity type can have its own configuration.

Data Range

By default, all enabled documents are synchronized from their original creation date. This includes:

• Quotes
• Invoices

You can restrict synchronization to a specific time period.

Example

To synchronize only quotes created after 30/05/2026:

1. Click "Edit"
2. Select 30/05/2026 as the start date
3. Save the changes

Only quotes created after this date will be synchronized.

Once the settings are defined, click "Next".

Initial Synchronization

Before launching synchronization, verify all configured settings.

When everything is ready:

1. Click "Start synchronization"
2. Wait while the process runs

The integration then imports data according to the previously defined rules. Progress is displayed in real time during execution.

At the end of the operation, a confirmation message indicates that synchronization is complete.

Click "Next" to continue.

Enabling Continuous Synchronization

Once the initial synchronization is complete, you can enable automatic synchronization for new items.

To do so:

1. Check "Start synchronization now"
2. Click "Finish setup"

You are then redirected to the dashboard.

The integration is now fully operational.

Synchronization Monitoring

Synchronization Logs

The synchronization log allows you to analyze performed operations and identify potential errors.

Go to "Synchronization Logs".

Results can be filtered using several criteria:

1. Status

• All statuses
• Success
• Failed
• Pending
• Ignored

2. Entity Type

• All entity types
• Customer
• Product
• Quote
• Invoice
• Order

3. Operation

• All operations
• Created
• Updated
• Deleted
• Ignored
• Warning

4. Direction

• All directions
• HaloPSA → Pennylane
• Pennylane → HaloPSA

5. Time Period

• Start date
• End date

These filters make it easier to quickly identify synchronization issues.

Automatic Error Ticket Creation

The integration can automatically create tickets in HaloPSA when an error is detected. To enable this feature:

1. Go to "Settings"
2. Open "Incident Tickets"
3. Enable the option
4. Select the ticket type to use

Pausing or Stopping the Integration

Pause Mode

You can temporarily pause synchronizations at any time. To do so:

1. Go to "Settings"
2. Click "Pause"

No data will be synchronized while the integration is paused. Synchronization can be resumed later.

Permanent Deactivation

The integration can also be permanently disabled. A disabled integration is fully stopped.

After deactivation:

• Synchronizations are stopped
• Resumption is no longer possible
• A new setup is required to reactivate the integration

Make sure to confirm this decision before proceeding with deactivation.

Getting the Integration

To access the integration, contact our sales team:

• Email: sales@halentra.com
• Phone: +33 1 85 09 15 15 (option 1)

Pricing

A simple and transparent pricing model:

• Free for organizations with at least 5 HaloPSA licenses purchased through Halentra
• €69 / month for organizations not purchasing HaloPSA licenses through Halentra

For any questions regarding eligibility or setup, our sales team is available to assist you.

Help and Support

If you encounter any issues or have questions about the platform’s features, our support team is available to help: support@halentra.com.

When contacting support, please describe your issue in detail and include screenshots if possible to speed up processing.

Our team will respond as quickly as possible.