HaloPSA: Importing Projects from HaloPSA

1. Once the HaloPSA integration has been enabled, it will be possible to sync project data between Moovila and HaloPSA. From the left navigation, click the Projects icon to open the Project Portfolio.
   
    
2. The Project Portfolio opens. Click on the More Options icon in the upper navigation, then select the Import Project option from the dropdown menu. 
   
   
   
    
3. The Import Project dialogue opens. Select HaloPSA from the Platform dropdown menu, and enter the HaloPSA Project ID (this can include or exclude the leading zeros). Click the Verify button to confirm that the project meets the necessary criteria for import. Save as my default (in the upper right corner) may be used to save these settings so that HaloPSA is always the selected platform.
   
    
4. If the project is missing a project name, start date, target date, and/or an assigned agent, Moovila will notify you in this step and that information can be added within HaloPSA before import. Click Change Project to try another project.
   
    
5. If the project meets all of the necessary criteria, "Project is verified for import" will appear in the dialogue. Click Import to bring in this project.
   
   
   Note that if a project is archived in Moovila it will no longer sync with HaloPSA. The sync may be reenabled if needed, after the project has been returned to an active status (not archived).