Native HaloPSA Integration
The only reporting tool that connects directly to HaloPSA, pulls your live ticket data, and generates professional client outputs in seconds.
See how Handover compares to other HaloPSA reporting tools →
How it works
Connect once
Enter your HaloPSA URL and API credentials. Takes 2 minutes. Your credentials are encrypted before storage.
Select your tickets
Filter by client, date range and status. Choose exactly which tickets to include. Works with any HaloPSA instance.
Generate in 30 seconds
Handover reads your ticket data, understands the context, and generates five professional outputs simultaneously.
Send or export
Copy the client email directly, export the action log to Excel, or open your mail client with one click.
Required API permissions
Pull ticket data for import
RequiredPull project data for import - Without this permission the Projects tab in Handover will return no results
RequiredRequired for pushing generated outputs back to tickets as notes
RequiredRequired for pushing generated outputs back to projects as notes
RequiredFetch client list for filtering
RequiredEdit access is required to post generated Handover reports back into your HaloPSA tickets and projects as notes. Handover does not modify, delete, or reassign any existing ticket data.
How to add API permissions in HaloPSA
- Log into your HaloPSA instance
- Go to Configuration → Integrations → Halo API
- Click View Applications
- Click on your Handover application
- Go to the Permissions tab
- Tick the following permissions:
- read:tickets
- read:projects
- edit:tickets - required for pushing generated outputs back to tickets as notes
- edit:projects - required for pushing generated outputs back to projects as notes
- read:customers
- Click Save
Projects not showing?
If the Projects tab shows no results, the most common cause is a missing read:projects permission on your HaloPSA API application. Follow step 6 above and make sure read:projects is ticked, then reconnect Handover.
Everything Handover reads from HaloPSA
From your HaloPSA data to five outputs in 30 seconds
Client Email
Professional update addressed to your client contact. Your signature, your tone.
Action List
Every open action with owner, priority and status. Export to CSV instantly.
Risk Log
Risks identified from ticket data with impact and mitigation. Export to Excel.
Internal Summary
Two paragraph internal update for your team or manager.
Status Report
Full structured report with RAG status, progress, actions and next steps. Push results back to HaloPSA as notes on Pro.
Secure by design
Controlled write access
Handover uses read scopes to import data and edit:tickets / edit:projects only to add notes with your generated reports. It does not modify, delete, or reassign existing ticket data.
Encrypted credentials
Your HaloPSA API credentials are encrypted using AES-256 before being stored. Never stored in plain text.
Data not retained
Your ticket data is processed to generate outputs and is not stored on our servers after generation.
Works with your HaloPSA setup
Compatible with all HaloPSA instances and versions
Verified compatible
Verified compatible
Verified compatible
Integration highlights
Push to HaloPSA
Generated outputs post directly back into your HaloPSA tickets and projects as notes. Your ticket history stays current automatically - no copy-pasting, no tab-switching.
Scheduled weekly reports
Set a day and time, choose your clients, and Handover runs automatically. Reports generate, deliver to your inbox, and push back into HaloPSA - without you touching anything.
ConnectWise integration
Native ConnectWise Manage integration - pull tickets, generate outputs, push notes back. Same workflow, broader PSA coverage.
Looking for a HaloPSA reporting tool? See how Handover works →