HaloPSA Manage Export profiles

Add HaloPSA Export profile

  1. Click Administration > PSA Integration > Export Devices.

  2. Click Add.

  3. Configure the following properties of the Profile:

    1. Name - Identifies the Profile.

    2. Description - Provides additional user-defined information about the Profile.

    Settings :

    Status of Assets after export - Select the status in HaloPSA after data has been exported.

    These are the default status values. If you have configured any custom devices, they will also be listed here.

    When a device is deleted or is no longer managed by N-able N-central - Select how HaloPSA will manage Configurations for devices that no longer exist or are no longer managed in N-able N-central from one of the following:

    • Delete the Asset in HaloPSA —This option is not recommended unless you have a good reason to do so, as deleting the device here will cause ticket history for this device to be lost, so you may want to select the second option and choose a status

    • Set status of the Asset in HaloPSA to either Active or Inactive.

    • Do Nothing — If you choose to Do Nothing, you will have to remember to reconcile your device information in HaloPSA with that in N-able N-central.

    Targets:

    Status of Assets after export : Select the status in HaloPSA after data has been exported.

    When a device is deleted or is no longer managed by N-able N-central - Select how HaloPSA will manage Asset configuration for devices that no longer exist or are no longer managed in N-able N-central from one of the following:

    These are the default status values. If you have configured any custom devices, they will also be listed here.

  4. Click Export Now in the Actions column to initiate an immediate complete export using the new Export Profile.

Delete HaloPSA Export Profile

  1. In the navigation pane, click 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. Click Delete.

  4. Click OK.