Map N-able N-central Customers to HaloPSA Customers

Mapping N-able N-central Customers 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 data structure.

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

  1. In the navigation pane, click Administration > PSA Integration > Customer Mapping.
  2. In the Customer Mapping screen, select a HaloPSA Customer. A drop-down list of HaloPSA companies appears.
  3. Choose the HaloPSA site you want to map to the N-central Customer.
  4. Save your changes.

If an export is triggered without completing the required customer mapping, the export fails gracefully and displays a clear error message explaining the reason.

Disable the Customer Mapping.

  1. In the navigation pane, click 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.