Manage HaloPSA Export Profiles

An export profile defines the settings and targets for device export. After you configure an export profile, N-central automatically exports device information to HaloPSA whenever a device change is detected.

Automatic Export Triggers

The following changes trigger an automatic export using the configured profile:

  • Adding, removing, or modifying a device

  • Updating device assets

  • Completing asset discovery

  • Appliance self-registration

Add HaloPSA Export profile in N-central

  1. In N-central go to Administration > PSA Integration > Export Devices.

  2. Select Add.

  3. Complete the Profile details:

    • Name - Enter a name to easily identify the Profile.

    • Description - Provide additional context and information on the purpose of the profile.

  4. Configure the Settings section:

    • Status of Assets after export: Select the default status for assets in HaloPSA after data is exported. If you’ve configured custom device statuses, they also appear in this list.

    • When a device is deleted or is no longer managed by N-able N-central : Choose how HaloPSA handles configurations for devices that no longer exist or are unmanaged in N-central:

      • Delete the Asset in HaloPSA - Not recommended unless necessary. Deleting the asset removes its ticket history. To preserve ticket history, select the next option and choose a status instead.

      • Set status of the Asset in HaloPSA - Keeps the asset record while updating its status. Set as Active or Inactive.

      • Do Nothing — If you select this option, you must manually reconcile device information in HaloPSA with N-central.

  5. Configure the Targets:

    • Status of Assets after export : Select the status for assets in HaloPSA after data is exported. Default status values appear here, along with any custom statuses you’ve configured.

    • When a device is deleted or is no longer managed by N-able N-central - Choose how HaloPSA manages asset configurations for devices that no longer exist or are unmanaged in N-central. Options include the default statuses and any custom statuses you’ve added.

Select Export now in the Actions column at any time to start an immediate full export using the new export profile.

Delete HaloPSA Export Profile

  1. In N-central go to Administration > PSA Integration > Export Devices.

  2. Select the check box next to the Profile (or Profiles) that you want to delete.

    You can select the check box next to the column title Name to select all of the Profiles.

  3. Choose Delete.

  4. Select OK to confirm.