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.
Other PSA options with native ConnectWise Automate sync
ConnectWise Automate + HaloPSA: frequently asked questions
- Does ConnectWise Automate integrate with HaloPSA?
- Partially — ConnectWise Automate and HaloPSA connect, but not fully. Community connector; alert forwarding only The pairing scores 71 out of 100 on our compatibility index.
- How do you set up ConnectWise Automate with HaloPSA?
- Create an API user or integration key in ConnectWise Automate, authorise it in HaloPSA, map clients or tenants to each other once, then map alert severities to ticket priorities. Historic records created before the integration is enabled usually need a one-time backfill.
- What are the known limitations of the ConnectWise Automate + HaloPSA integration?
- 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.