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This integration is part of our Generic Vendor Importer solution. A solution that will help you to process vendor invoice data from as many vendors as you would like towards your PSA.
How exactly does this work?
Select the desired month/period from a pulldown menu and click on the ‘load invoice’ button. Select the vendor files you would like to process.
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 N-able 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.
This solution can be ordered at ApplicationLink simply by sending an email.
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.