Phase 2 – Contracts
HaloPSA Contracts are here! Following on from last month’s improved HaloPSA integration that brought the ability to create HaloPSA tickets and opportunities from inside Lifecycle Insights, the LCI development team has added the ability to bring in Contracts too.
Give your vCIO / Account Management / Customer Success team using LCI full visibility into what was sold, when it renews, and what gaps exist, and have better budgeting/planning conversations with your clients.
- Raring to go and already signed in? https://app.lifecycleinsights.io/contractManager and get started!
- If you didn’t set this up last month with our Phase 1 update, this link will take you right to where you’ll need to update your settings.
- We've added these Help Center articles documenting how to set this up:
- https://help.lifecycleinsights.io/hc/en-us/articles/17948288941851-Integrating-with-HaloPSA for general Halo integration set up
- Specific guidance on Contracts: https://help.lifecycleinsights.io/hc/en-us/articles/37282938251163
- Prefer a quick video? Here’s how HaloPSA contracts work in LCI, ably presented by legendary VP Product Adam Hert:
Read on to see what’s new.
Are the prerequisites the same as for HaloPSA tickets and opportunities?
Exactly the same, and if you set this up already last month, you will be able to bring Halo contracts in by going to Contracts on the menu (https://app.lifecycleinsights.io/contractManager) and clicking the large green IMPORT FROM HALO download button if it’s all enabled correctly.
If you have not set this up yet, you will have to enable Lifecycle Insights as an integration on the HaloPSA side, and then configure data points in Lifecycle Insights. Please read this Help Center article with specific instructions on how to do this:
- https://help.lifecycleinsights.io/hc/en-us/articles/17948288941851-Integrating-with-HaloPSA for general integration set up and to unlock and set the correct API permissions in Halo.
You may need to go back into Integrations > PSA Integration > HaloPSA and select the checkbox for Contracts:
And don’t forget to hit Save Settings!
What does Phase 2 add here?
Short answer is nightly syncing of client contracts from HaloPSA to Lifecycle Insights. See exactly what was sold, and budget and plan with your clients for renewal inside your LCI-driven business reviews.
Why can’t I see a particular contract for a client?
We require the Next Due Date field be added, and a modal will pop up to prompt you to add the Next Due Date if it’s not present.
HaloPSA contracts are also set to sync nightly. If you want/need one immediately that you’ve just added, hit the top-right refresh icon to open the Data Sync Manager; there you can perform an on-demand sync and pull the new contract into LCI.
Can I build Contracts in Lifecycle Insights and then sync them back into HaloPSA?
Like our integrations with ConnectWise PSA and Autotask, the HaloPSA contract sync is one-way only, from Halo to Lifecycle Insights. Contracts that you build in LCI will not sync into any integrated PSA.
What does sync back to HaloPSA?
After you’ve imported a contract into Lifecycle Insights, you can link it to a specific asset. These synced assets will link back (they’ll either be picked up on the nightly sync, or the next time you run a manual sync).
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Happy Lifecycling!