Third Party Integration - HaloPSA
We use, and our customers see the HaloPSA Invoice number ($invoiceid), however Xero displays its own invoice number, with no place to cross reference the HaloPSA invoice number. We would like the HaloPSA invoice number somewhere in Xero so that we can easily cross reference it
Thanks for sharing your feedback 🙂 HaloPSA built and manages the integration with Xero, so they control how the integration works and what information is sent through to Xero. Because of this, any changes to the way the integration behaves or the data that syncs would need to be reviewed by HaloPSA. If you’d like to explore whether this can be changed, you’ll need to contact HaloPSA directly. It may also be worth sharing this feedback on HaloPSA’s site, so their team can review it directly.