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Monthly invoice data from Exclaimer contains all recurring services, in other words all services purchased in the previous period. The integration between Exclaimer and HaloPSA allows the user to automatically read this invoice data, check it and transfer deviations to their PSA solution at the touch of a button.
How exactly does this work?
Select the desired month/period from a pulldown menu and click on the ‘load invoice’ button. The ApplicationLink platform then automatically retrieves the desired invoice data at Exclaimer through their API.
The invoice data is presented in a spreadsheet/grid for a clear and easy overview. Customers, recurring invoices and products need to be (automatically) linked on every grid line.
Mapping only needs to be done once, as we remember this for future use (next month’s invoice). If a recurring invoice or product is not yet available in HaloPSA, it can be created directly from the ApplicationLink platform with the correct data.
The ApplicationLink platform will validate the Exclaimer invoice data over the API against the HaloPSA recurring invoice and offer the following options, for example, based on the feedback:
Do you still have some questions? Please feel free to drop us an email or contact us by phone!
The following manuals are relevant for the set-up and use of this specific integration:
No, this integration can be cancelled on a monthly basis.
Simply send an email to us (sales@applicationlink.eu) and we will contact you!
No, it is semi automated. You have the absolute freedom to post changes to HaloPSA or not.
No, although this is absolutely on our roadmap to be added in the future, if technically possible and requested.