> Software > Manage > Commvault MSP Portal > Third-Party Integrations > Professional Services Automation (PSA) Software Integrations > HaloPSA

Importing HaloPSA Companies Into the Commvault MSP Portal

You can import companies from HaloPSA into the Commvault MSP Portal.

Before You Begin

Procedure

  1. From the Commvault MSP Portal, at the top of the page, click Manage All Accounts.

    The Command Center appears.

  2. From the Command Center navigation pane, go to Manage > Integration > Third Party Integration.

  3. Click the HaloPSA Integration tile.

    The HaloPSA configuration page appears.

  4. Click the Companies tab to view a list of HaloPSA companies that have been discovered by the Commvault MSP Portal.

    Note

    At any time, at the top of the Companies tab, you can click Discover to discover more HaloPSA companies.

  5. Select the companies you want to import, and then click Import.

    The Confirm Import dialog box appears.

  6. Click Yes.

    The selected HaloPSA companies are now created as companies in the Command Center (and mirrored in the Commvault MSP Portal).

    The following attributes are automatically populated in the Commvault MSP Portal (with data pulled from HaloPSA):

    • Company name

    • Customer ID

    • Address

      Note

      If the company address does not exist in HaloPSA, the company address will be blank in the Commvault MSP Portal.

    • Admin Details

      IMPORTANT

      If the company's admin/primary contact information does not exist in HaloPSA, the import will fail. The following HaloPSA fields are required for a successful import:

      • First Name

      • Last Name

      • Email Address

    • Country

      Note

      • If the company doesn't have a country assigned in HaloPSA, the country will be assigned as the United States in the Commvault MSP Portal.

      • The company is created on the workload ring for its respective country.

    Note

    If a company fails to import successfully, it will show a status of FAILED in the Status column. To view the reason for the failed import, hover your mouse over the word FAILED.

  • For more information about tenant accounts, such as editing, deactivating, and deleting accounts, see Tenant Account Management.
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