HaloPSA: Field Mapping

Halo Agent / Moovila User: 

HaloPSA	Moovila	Notes
First Name	First Name	Syncs from Halo into Moovila
Surname	Last Name	Syncs from Halo into Moovila
Username	Display Name	Syncs from Halo into Moovila

Halo Team / Moovila Team

HaloPSA	Moovila	Notes
Team Name	Name	Syncs from Halo into Moovila
Leader	Primary Leader	Syncs from Halo into Moovila

Halo Project / Moovila Project: 

HaloPSA	Moovila	Notes
Summary	Name	Syncs bilaterally between systems
Status	Status	Syncs bilaterally between systems
Start Date	Start Date	Syncs bilaterally between systems
Target Date	Due Date	Syncs bilaterally between systems
Assigned Agent	Project Owner	Syncs bilaterally between systems
Client	Customer	Syncs bilaterally between systems
Ticket Type	N/A	A default Ticket Type will be set for hte project when created in Moovila based on default configuration selection
Team	Team	Syncs bilaterally between systems
Charge Rate	Work Type Default	Syncs bilaterally between systems

Halo Milestone / Moovila Phase: 

HaloPSA	Moovila	Notes
Milestone Name	Name	Syncs bilaterally between systems

Halo Task / Moovila Task

HaloPSA	Moovila	Notes
Summary	Name	Syncs bilaterally between systems
Team	Team	Syncs bilaterally between systems
Assigned Agent	Task Owner	Syncs bilaterally between systems
Status	Status	Syncs bilaterally between systems
Time Budget	Work Estimate	Syncs bilaterally between systems
Start Date	Start Date	Syncs bilaterally between systems
Target Date	Due Date	Syncs bilaterally between systems
Ticket Type	N/A
Milestone	Phase	Syncs from Moovila to Halo
Charge Rate	Work Type Default	Syncs bilaterally between systems

Halo To-Do Items / Moovila Steps:  

HaloPSA	Moovila	Notes
To-Do Task Name	Step Name	Syncs bilaterally between systems
Done	Status	Syncs bilaterally between systems
Sequence	Sequence	Syncs bilaterally between systems

Halo Action / Moovila Note:  

HaloPSA	Moovila	Notes
Note	Note	Syncs bilaterally between systems
Who	Creator	Syncs bilaterally between systems
Date	Effective Date	Syncs bilaterally between systems

Halo Action / Moovila Time:  

HaloPSA	Moovila	Notes
Note	Note	Syncs bilaterally between systems
Who	Creator	Syncs bilaterally between systems
Date	Effective Date	Syncs bilaterally between systems
Total Time	Total Time	Syncs bilaterally between systems
Date Started	Clock In	Syncs bilaterally between systems
Date Done	Clock Out	Syncs bilaterally between systems
Action is Billable	Is Billable	Syncs bilaterally between systems
Charge Type	Work Type	Syncs bilaterally between systems

Halo Appointments / Moovila Schedule Entries:

HaloPSA	Moovila	Notes
Subject	Name	Syncs bilaterally between systems
Agent	Resource	Syncs bilaterally between systems
Start Date/Time	Start Date/Time	Syncs bilaterally between systems
End Date/Time	Due Date/Time	Syncs bilaterally between systems
Complete Status	Status	Syncs bilaterally between systems