Does ConnectWise Automate integrate with HaloPSA?
Sync depth, webhook support, known API limits and setup order for the ConnectWise Automate + HaloPSA pairing.
Compatibility index
71/100
Community connector; alert forwarding only
Partial integration
API depth: grades C / AMulti-tenancy: 4/5 and 5/5Webhook events: polling required
Data flow diagram
How records move between the two systems once the integration is enabled.
CO
ConnectWise Automate
RMM
API C
AlertsConnectWise Automate HaloPSA
Devices / assetsConnectWise Automate HaloPSA
TicketsHaloPSA ConnectWise Automate
Time & billingHaloPSA ConnectWise Automate
HA
HaloPSA
PSA
API A
Integration checklist
- Bidirectional ticket / alert sync
One-way alert push only — closing the ticket does not clear the alert.
- Asset / device mapping
Devices match to client records automatically after the initial mapping pass.
- Alert escalation rules
Escalation logic has to live in one system; expect duplicated rule sets.
- Billing reconciliation
Neither product owns billing — reconcile through your billing/PSA layer.
- Webhook / event support
Polling required — API grades C and A limit real-time events.
Common bottlenecks & caveats
- Sync depth is partial — budget technician time or an automation platform such as Rewst.
- API rate limits on ConnectWise Automate cause sync lag on tenants above ~1,000 endpoints.
- Seat minimums apply (ConnectWise Automate: 100, HaloPSA: 1) — small tenants pay for unused units.
- Field mapping is not retroactive: records created before the integration is enabled usually need a one-time backfill.