Map N-able N-central Customers or Sites to HaloPSA Customers or Sites

Mapping N-able N-central Customers or Sites to HaloPSA companies is required for:

  • Ticketing
  • Billing
  • Device data export

The structure of the N-able N-central data must align with the corresponding HaloPSA structure data.

In addition to mapping to a HaloPSA company, you can map an N-able N-central Customer or Site to a HaloPSA site. If you specify a site, each exported device and created ticket will be assigned to a company and a site. Specifying a site has no effect on billing.

Specify a HaloPSA Site for each N-able N-central Customer or Site

  1. In the navigation pane, select Administration > PSA Integration > Customer Mapping.
  2. In the Customer Mapping screen, select a HaloPSA Customer/Site Name. A drop-down list of HaloPSA companies appears.
  3. Choose the HaloPSA site you want to map to the N-central Customer or Site.

    Selecting a HaloPSA site is optional.

  4. Save your changes.

Specify a HaloPSA Contact for each N-able N-central Customer or Site

  1. In the navigation pane, select Administration > PSA Integration > Customer Mapping.
  2. In the Customer Mapping screen, select a HaloPSA Customer / Site Name.
  3. A drop-down list of HaloPSA companies appears.
  4. Select a HaloPSA company. A drop-down list of HaloPSA Contacts appears.
  5. Select the HaloPSA contact that will be used for tickets created for N-able N-central Customer / Site.

    Selecting a HaloPSA contact is optional.

  6. Save your changes.

The Customer name or Site name is mandatory during customer mapping. If no valid customer name is selected, a warning message appears on the Customer mapping page.

If you trigger an export without completing the mapping, the export fails gracefully and displays a clear error message explaining the reason.

Disable the Customer Mapping.

  1. In the navigation pane, select Administration > PSA Integration > Customer Mapping.
  2. Click a HaloPSA Customer Name or HaloPSA Site. A drop-down list of HaloPSA customers or sites appears.
  3. Select Disabled.
  4. Save your changes.