Lifecycle Manager + HaloPSA

Halo is a platform offering IT Service Management (HaloITSM) and Professional Services Automation (HaloPSA) solutions designed to streamline operations for IT teams and service providers. HaloPSA gives its users the power to manage a comprehensive service desk with powerful ITIL-aligned out-of-the-box functionality, including time-tracking and billing, advanced reporting, asset management, remote access, seamless integrations, automation tools and more.

HaloITSM is a cloud-based IT service management (ITSM) platform designed to streamline and automate service desk processes, including incident, problem, change, and asset management.

Lifecycle Manager integrates with HaloPSA and HaloITSM to sync hardware data and now, customer satisfaction (CSAT) data from HaloPSA .

Gain a singular view into your client’s entire business by integrating your HaloPSA with Lifecycle Manager.

Once synced, Lifecycle Manager pulls client data from HaloPSA to help you make a holistic client strategy, including:

• Contract costs and renewal dates
• Hardware asset details, which get enriched with warranty renewal and purchase dates
• Tickets and time entries also sync, unlocking Analytics in Lifecycle Manager for visibility into effort, trends, and outcomes that drive continuous improvement
• Customer satisfaction (CSAT) data , so you can understand how clients actually feel about your service

By combining HaloPSA data with Lifecycle Manager, you can:

• See the full client picture in one place Bring together contracts, assets, tickets, and CSAT into a single view
• Identify at-risk clients earlier Use CSAT alongside service trends to spot dissatisfaction before it leads to churn
• Connect service delivery to real outcomes Understand whether your team’s work is improving the client experience - not just operational metrics
• Track improvements over time Monitor how changes to service delivery impact both performance and satisfaction

Lifecycle Manager syncs key data from HaloPSA and HaloITSM, including:

• Contracts, costs, and renewal dates
• Hardware assets and warranty data
• Tickets and time entries
• Client-level CSAT scores
• CSAT trends over time

This client data unlocks a host of features that make client engagement easy, including:

• Automated roadmap planning and opportunity tracking
• The ability to build client budgets based on contract renewals, asset refresh cycles, and upcoming initiatives

And when it’s time to execute, you can create both opportunities and tickets in HaloPSA directly from Lifecycle Manager - turning QBR decisions into action without retyping a thing.

Enable two-way sync in Lifecycle Manager to keep your data in HaloPSA up to date when you make changes — like if you’ve purchased a warranty through Lifecycle Manager and want to keep the new expiry date correct in both platforms.

Learn More about Lifecycle Manager’s features that make client engagement effortless.

Integrating Lifecycle Manager with HaloPSA and HaloITSM can be done in under 30 seconds. All you need are your Halo API keys, and the API connection enables Lifecycle Manager to pull hardware and CSAT data from HaloPSA and HaloITSM. Looking to get integrated now? Just follow the detailed process in our step-by-step guide in our Help Center.