With the HaloPSA × Pennylane integration, customers, quotes and invoices move automatically between your PSA and your accounting: a quote accepted, a deposit raised, an invoice paid. Every event updates the other tool on its own, in both directions and in real time.
The HaloPSA × Pennylane integration links your two tools from the first quote right through to payment. Your sales teams and your accounting finally work from the same reality.
A clear match, at every level. Every customer, product, quote and invoice has its own mapping screen between Halo and Pennylane. You always know what's linked, and what's left to reconcile before you start the sync.
The sync direction is yours to set. HaloPSA to Pennylane, Pennylane to HaloPSA, or both continuously: it's your call, for each record type.
A wizard guides you step by step. Connecting the accounts and setting the first options takes a few minutes: no technical expertise needed to get going.
Dashboard, sync logs, entity mappings, configuration: see how HaloPSA and Pennylane move forward together.
Every new feature starts with a need raised by one of our partners.
Quotes, invoices and payments in multiple currencies, with rate conversion.
Recurring Halo invoices turned into Pennylane subscriptions.
Complex international tax scenarios.
Choose which platform issues the quote.
Customers, products, quotes and invoices, with no duplicates.
Payment status, quote acceptance and cancellations, in real time.
Created and synced automatically.
Deposits and partial payments supported.
Every run logged, failures retried and flagged.
Bought 5 or more Halo licences through Halentra? The integration comes free, at no extra cost and with no hidden conditions.
Your Halo licences come from elsewhere? Get the same integration, at the same level of quality.
Not sure which applies to you? Just ask us.
No. The integration runs on our side and talks to both platforms through their APIs. Nothing is deployed in your instances.
Nothing moves until you decide it should. The wizard first matches your existing customers and products, you validate the mappings, then the sync starts.
Yes, entity by entity. Each one can push from HaloPSA, pull from Pennylane, or stay two-way.
It's logged with the reason, retried, and flagged in the dashboard. Nothing fails silently.
We do. Updates, Pennylane API changes and roadmap developments are all covered, there's no separate maintenance contract.
Book a 30-minute demo on your own Halo and Pennylane setup. We'll show you exactly what would sync.
