Search results – AppXite

HaloPSA integration

Integrations in the platform. Locate the PSA Tools section. Click on Halo PSA tile. You will be directed to

Appxite October 31, 2025 13:13 0 comments

Obtaining HaloPSA API credentials

Introduction This article describes how to obtain HaloPSA API credentials required for integration setup. The integration

Appxite November 14, 2025 14:29 0 comments

companies. PSA Organization ID — the ConnectWise company identifier. Editing either PSA Organization Name or PSA Organization

Appxite May 21, 2026 09:36 0 comments

ConnectWise integration overview

click Load. For each row, verify that PSA Organization Name, PSA Product Name, and PSA Agreement Name are filled in. Use the

Appxite May 21, 2026 09:21 0 comments

Release Notes 221

Integration with ConnectWise PSA: Delivering End-to-End Billing Automation for MSPs AppXite has introduced a native integration

Appxite June 02, 2026 09:50 0 comments

ConnectWise integration: System Logs and troubleshooting

with ID Y." Triggered when a PSA Agreement is incorrectly assigned to an Invoice line whose PSA Organization does not own

Appxite May 21, 2026 10:46 0 comments

ConnectWise Setup Guide

Type, Quantity, Cost, Revenue, PSA Organization, PSA Product, PSA Agreement, and Status in PSA. This is the source of truth

Appxite June 02, 2026 13:06 0 comments

Platform Contracts and ConnectWise Agreements

≈ Agreement Contract ID → Referenced in the PSA Agreement Name field mapping Organization → Company

Appxite June 02, 2026 16:14 0 comments

companies. PSA Organization ID — updates automatically when PSA Organization Name changes. PSA Agreement Name

Appxite May 21, 2026 09:53 0 comments

Platform Integration options

calculation and compliance features. PSA Tools HaloPSA is a professional services automation (PSA) software designed for IT service

Appxite August 14, 2025 11:30 0 comments

Hey, how can we help?