Native HaloPSA integration
Handover connects directly to HaloPSA using the official API. Ticket data, project data, client records, and time entries are pulled live with no middleware and no manual exports.
HaloPSA Technology Alliance Partner — Verified
The reporting platform built for HaloPSA delivery teams
Handover is an official HaloPSA Technology Alliance Partner. Connect your HaloPSA instance and generate client-ready reports, QBR packs, and scheduled delivery updates in under 30 seconds.
Listed on the HaloPSA marketplace
Handover is available directly from the HaloPSA marketplace, making it easy for any HaloPSA customer to find, connect, and start generating client-ready reports in minutes.
Two-way PSA sync
Handover pushes generated report notes and actions back directly into HaloPSA ticket records using the HaloPSA Actions API, keeping your PSA as the single source of truth.
Dedicated partner support
As a Technology Alliance Partner, Handover benefits from HaloPSA's dedicated partner team including channel managers, customer success managers, and marketing associates.
Connect
Install Handover from the HaloPSA marketplace and connect your instance in one click
Pull data
Handover pulls your live ticket data, project status, SLA performance, and client records
Generate
AI generates client-ready reports, QBR packs, and delivery updates in under 30 seconds
Push back
Send reports to clients and push notes directly back into HaloPSA ticket records
Zero cost partnership
No fees to join. Enablement, certification, demo account, and partner support all included at no cost.
Marketing opportunities
Social media promotion, webinars, referrals, and access to HaloPSA's customer base.
Partner discounts
Technology Alliance Partners are entitled to discounts on HaloPSA products.
Find Handover on the HaloPSA Marketplace
HaloPSA customers can connect Handover directly from the marketplace in minutes.
Also available for ConnectWise Manage
Handover's native ConnectWise Manage integration is live with marketplace listing.
Available nowConnectWise Marketplace