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

Following the HaloPSA PSA Integration Checklist, this is the second of six steps to integrate N-able N-central with HaloPSA using the PSA Configuration feature in N-able N-central.

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

  • Ticketing
  • Billing
  • Device data export

The structure of the N-able N-central data must be mapped to the corresponding structure of the HaloPSA data.

In addition to mapping to a HaloPSA company, you can map a 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, click Administration > PSA Integration > Customer Mapping.
  2. In the Customer Mapping screen, click a HaloPSA Customer/Site Name.
    A drop-down list of HaloPSA companies appears.
  3. Select the HaloPSA site to which you want to map the N-able N-central Customer/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, click Administration > PSA Integration > Customer Mapping.
  2. In the Customer Mapping screen, click 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.

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.