Automate IT management support with Rewst’s HaloPSA integration
HaloPSA is a comprehensive platform designed to help MSPs quickly manage tickets, assets, client information, and more. Known for its flexibility and user-friendly interface, it’s a favorite among growing managed IT service providers.
Rewst enhances HaloPSA by automating a wide range of repetitive tasks, reducing errors, and improving efficiency. From self-service user onboarding/offboarding to billing reconciliation, software installations, and more, this integration offers a range of automations that can supercharge your service delivery and overall business operations.
Rewst’s HaloPSA integration eliminates the hassle of repetitive manual tasks, enhances accuracy, and frees your technicians from working low-level tickets. Through Rewst’s partnership with HaloPSA, MSPs can even empower customers with self-service automations triggered from the Service Catalogue in their HaloPSA portal.
Self-Service user offboarding
Before: Offboarding requests often require coordination between multiple teams and tools. Without a standard process, critical steps like disabling access or removing licenses can fall through the cracks, increasing risk and delaying deactivation.
After: Your clients submit the offboarding form in the HaloPSA Service Catalogue. HaloPSA sends the request to Rewst, which kicks off the offboarding automation to disable the user, remove the M365 license, remove groups, convert to a shared mailbox, set up mail forwarding rules, and more. You can also use a Rewst form to trigger this process.
Why this Integration: Empower clients to securely offboard users while keeping technicians at the forefront of other high-priority initiatives. Improve accuracy, reduce turnaround time, and scale effortlessly.
Scale new user onboarding
Before: Manually onboarding users is time-consuming and error-prone. This is especially true when provisioning accounts across multiple platforms. Just one missed step can frustrate clients and erode trust.
After: Your clients submit the new starter form in the HaloPSA Service Catalogue. HaloPSA sends the request to Rewst, which kicks off the onboarding automation to create the user, purchase and assign the M365 license, add to groups, set passwords, apply security settings, and more. You can also use a Rewst form to trigger this process.
Why this Integration: As your MSP grows, this integration scales to meet your needs. Your team can onboard new users faster, dedicating more time to delivering high-quality services.
Automate billing synchronization
Before: Compiling license/user data at the end of each month consumes valuable staff time and often leads to errors. These mistakes create billing discrepancies, delay payments, and frustrate clients.
After: Rewst automatically collects license data from Pax8 and other tools and updates agreements in HaloPSA, ensuring clients get billed accurately. In the process, this automation helps MSPs capture unbilled license revenue and reduce billing inquiries.
Why this Integration: Automating billing reconciliation saves time, reduces errors, and ensures client accuracy. This strengthens client trust and frees your team to focus on higher-value initiatives.
Streamline software installations
Before: Requesting and managing software installs is often a manual and fragmented process involving multiple systems, hours of upkeep, and potential approvals.
After: When a client submits a new software request or change through HaloPSA, Rewst triggers an automation that installs the software from your RMM and updates the ticket with installation details—no manual intervention needed. Combine this with Rewst’s other prebuilt reporting automations to support proactive software monitoring.
Why this Integration: Automating software installs streamlines your IT management process, boosts productivity, ensures standardization, and keeps your service delivery running smoothly.
With Rewst, you aren’t limited only to prebuilt automations. Users have the flexibility to drag and drop HaloPSA API actions into custom workflows to automate any number of processes.
How to get started with the Rewst HaloPSA integration
To set up the Rewst + HaloPSA integration, visit our Rewst documentation site for step-by-step instructions on configuring the integration. From there, you’ll find details on authentication, API setup, and how to automate workflows between Rewst and your existing MSP tools.
