TurritoSALESVISION

Sync HaloPSA Data

Customer Records
Rich client records (industry, contacts) for active customers
All Accounts
Full account list including prospects/leads (Report 366)
Invoice Products
Invoice line items for est. monthly spend (last 6 months)
Touchpoints
Ticket actions and sales engagement (last 12 months)
Meetingsi
External calendar appointments (requesting last 12 months)
⚠ HaloPSA only caches ~6 months of M365 calendar data — older meetings won't appear until Microsoft Graph API integration (Phase 2)
Agreements
Client contracts and renewal dates
Opportunities / Quotes
Open sales opportunities and quotes from HaloPSA
First time setup
  1. In HaloPSA, go to Configuration > Integrations > HaloPSA API
  2. Create a new application with "Client ID and Secret (Services)"
  3. Grant read access to Clients, Invoices, Actions, Appointments, Contracts, Agents
  4. Copy the Client ID and Secret into .env.local
  5. Restart the dev server and click Sync Now