HaloPSA: Monitoring and Managing Project Sync

There are two ways to check the sync status of projects between HaloPSA and Moovila: at the enterprise level and at the project level.

**Note that if a project is archived in Moovila it will no longer sync with PSA integrations. The sync may be reenabled if needed, after the project has been returned to an active status (not archived).**

1. To check sync status at the enterprise level, click on the More Menu icon in the left navigation.
   
   
   
2. The More Options menu opens. Select the Integrations option.
   
   
   
3. The Integrations dialogue opens. Click on the HaloPSA tile.
   
   
   
4. The HaloPSA integration dialogue opens, displaying the following information/functions:
   
   

   a.	Domain: This displays your enterprise's domain and is a hyperlink that will take you to your HaloPSA instance.
   b.	Logs: User-facing Integration Logs and API Request Details give those managing synced projects the insight into when HaloPSA API requests do not succeed as well as when the integration performs an action which that should be surfaced to an end-user.
   c.	Quick Filter: Type into this field to filter the projects displayed in the Project Sync Status listing.
   d.	Show Archived Projects: By default, projects that have been archived within Moovila will no longer be displayed in this listing. Click this checkbox to include these projects.
   e.	Show Disabled: If projects have been disconnected from HaloPSA and are no longer syncing, they will be removed from the Project Sync Status listing. To display these projects as well, click this checkbox.
   f.	Disable Integration: This disconnects connectivity between Moovila and HaloPSA, disabling all projects at once.
   g.	Moovila Project Name: The name of the project as it appears in Moovila.
   h.	External ID: The project ID within HaloPSA.
   i.	Last Import into Moovila: Displays the date and time of the last data import into Moovila from HaloPSA.
   j.	Last Export to HaloPSA: Displays the date and time of the last data export from Moovila into HaloPSA.
   k.	Logs: Click to view a detailed listing of the sync events for projects.
   l.	Enabled: Click to enable/disable a project's connection to HaloPSA.
   m.	Sync: Clicking this sync button forces a data push from Moovila into HaloPSA and vice versa. This may be useful if there is a lag and updates have not appeared in one of the systems.
   n.	Disconnect: Click to disconnect this project from HaloPSA. This project may still be edited/managed in Moovila, but data will no longer sync to update the project within HaloPSA, and vice versa.

5. To check sync status at the project level, navigate to the project in question. Click on the More Menu icon in the upper navigation.
   
   
6. The More Menu opens. Click on the HaloPSA Sync and Info option.
   
   
   
7. The HaloPSA Project Sync panel opens, displaying the following information/functionality:
   
   
   

   a.	Sync Status: Indicates whether or not the project is currently synced to HaloPSA.
   b.	HaloPSA Project Name: Displays the project's name in HaloPSA.
   c.	External ID: Displays the project's ID number in HaloPSA.
   d.	Default Work Type: The default work type corresponds to the Charge Rate in HaloPSA.
   e.	Last Import into Moovila: Displays the last date/time that data flowed from HaloSPA into Moovila for this project.
   f.	Last Export to HaloPSA: Displays the last date/time that data flowed from Moovila into HaloPSA for this project.
   g.	Refresh: Clicking this button will push through a refresh of data in both directions, checking for new data in HaloPSA to bring into Moovila, and vice versa.
   h.	Integration Log: Click to view a detailed listing of the sync events for this project.
   i.	Sync Enabled: Click to enable/disable the project's connection to HaloPSA.
   j.	Disconnect: Click to disconnect this project from HaloPSA. This project may still be edited/managed in Moovila, but data will no longer sync to update the project within HaloPSA, and vice versa.