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Halo PSA Integration

MSP360 and HaloPSA Launch Deep Integration for Unified MSP Workflows

MSP360 and HaloPSA Launch Deep Integration for Unified MSP Workflows

MSP360 is excited to announce the general availability of our native integration with HaloPSA, a fast-growing professional services automation (PSA) platform. 

This deep integration connects MSP360’s Managed Backup, RMM, and Managed Connect tools directly with HaloPSA’s service management interface, enabling managed service providers (MSPs) to streamline their operations like never before. By unifying endpoint management with PSA workflows, MSPs can eliminate tedious manual processes, reduce human error, and respond to issues faster – all from a single pane of glass within HaloPSA.

 

At launch, the MSP360 + HaloPSA integration delivers several key capabilities for MSPs:

  • One-Click Remote Access: Technicians can instantly launch a secure MSP360 Connect remote session for any endpoint right from its HaloPSA asset page, with a single click. No more switching between platforms or entering separate credentials – remote support is seamlessly integrated into the PSA workflow.

 

 

  • Automated Ticket Creation: Whenever MSP360 RMM detects an alert or a backup job fails, a detailed ticket is automatically generated in HaloPSA’s service desk. The ticket includes the affected device and customer, the alert type, timestamp, and relevant error details, ensuring nothing falls through the cracks.
  • Continuous Asset Synchronization: All computers managed in MSP360 are continuously synced into HaloPSA as managed assets. Devices are automatically exported and mapped under the correct customers and sites in HaloPSA, so your asset inventory stays up-to-date without manual entry.

These features empower MSPs to unify their endpoint visibility and support workflows. For example, an MSP technician can receive an alert from MSP360, find an auto-created ticket in HaloPSA with all the context, and immediately click to remote into the affected machine – all in one consolidated environment. Fewer context switches and automated documentation mean faster response times and improved service levels for clients.

 

Integration Capabilities Breakdown

Let’s take a closer look at how the MSP360 ↔ HaloPSA integration works and the benefits it brings:

Seamless Asset Synchronization

Every endpoint you manage with MSP360 is now reflected in HaloPSA automatically. The integration exports MSP360 “Companies” (customers) and their devices into HaloPSA’s Assets module, organizing them under the corresponding HaloPSA Customers and Sites. This continuous synchronization ensures that asset records in both systems stay aligned in near real-time. 

MSPs no longer need to manually create or update entries in the PSA when onboarding new devices or clients – the integration handles it behind the scenes. Additionally, during the initial setup, MSP360 creates a hidden custom field in HaloPSA to store each endpoint’s unique MSP360 hardware ID. This guarantees a reliable one-to-one mapping between MSP360 devices and HaloPSA asset records, even if machine names change over time.

One-Click Remote Access (Plus Integrated RMM)

One-click access to MSP360 remote tools from HaloPSA

HaloPSA asset pages now include a “Connect to MSP360” button for instant remote access to that endpoint. From any HaloPSA asset screen, technicians can launch an MSP360 Managed Connect session with one click, securely connecting to the remote desktop without leaving the PSA interface. This tight integration saves precious time during support calls – there’s no need to separately open a remote access tool or ask for device IDs and credentials. The result is faster troubleshooting and resolution for customer issues, all within your unified workflow. 

For deeper endpoint management, admins can also enable an optional “RMM for computer” button in HaloPSA. This button links directly to the device’s page in the MSP360 RMM console, so technicians can dive into performance metrics, software deployment, or scripting on that machine as needed. Whether it’s quick remote control or comprehensive monitoring, MSPs have one-click access to the right tool at the right time.

Automated Ticketing for Faster Resolutions

One of the most powerful benefits now live is automatic ticket creation in HaloPSA based on MSP360 alerts and events. Whenever a backup job encounters an error or an RMM monitoring alert is triggered, the integration will auto-generate a ticket in HaloPSA’s service desk. Each ticket includes key details such as the affected customer and device, the type of issue (e.g. backup failure, low disk space alert, etc.), the timestamp, and any error codes or metrics related to the event. 

This level of detail gives your support team the context they need without having to dig through emails or logs. More importantly, it ensures that no alert is overlooked – every failure or warning is logged as a ticket that can be tracked and resolved. By funneling MSP360 events into HaloPSA’s ticketing system, MSPs can respond faster and adhere to their service level agreements (SLAs) more easily. 

The automation not only saves time but also reduces the chance of human error in creating tickets, leading to improved incident response and customer satisfaction. All of this runs through HaloPSA’s secure REST API with token-based authentication, so the ticketing process is seamless and safe in the background.

Coming Soon: Usage and Billing Sync

On the roadmap for this integration is a usage-based billing synchronization feature, which is currently in development. In future updates, MSP360 plans to automatically push licensing and storage usage data into HaloPSA’s billing modules. This means MSPs will eventually be able to have up-to-date MSP360 usage information (such as the number of licenses in use, or cloud storage consumed per client) reflected in HaloPSA for invoicing purposes. 

Once live, this will eliminate the need to manually gather usage stats from MSP360 for customer billing – instead, HaloPSA could generate invoices or billing reports that already include those details. Stay tuned for this update, as it will further streamline the business side of MSP operations by tying together technical usage data with PSA financial tools.

Behind the Scenes: Technical Highlights

While this integration delivers obvious workflow benefits on the surface, it’s also built with careful attention to security and ease of deployment. Here are some technical highlights of the MSP360 + HaloPSA integration:

Secure API Authorization

Setting up the integration is secure and straightforward. It uses HaloPSA’s OAuth 2.0 API credentials (Client ID and Secret) which you enter into the MSP360 management console. All communication between MSP360 and HaloPSA is encrypted via HTTPS, and your API credentials are stored safely (never in plaintext) on our side. This ensures that data (like ticket details or asset information) flows securely between the two platforms.

Role-Based Access Control

  • You only need HaloPSA admin privileges once during the initial configuration to set up the connection, create the custom asset field, and add the new buttons. After that, the integration can run using a dedicated service account with minimal permissions – just enough to read asset info and create tickets. This principle of least privilege keeps your systems secure while the integration operates. (In fact, HaloPSA’s own guidance recommends using granular API user roles for integrations, and we’ve designed ours to follow that best practice.)

Automatic Company and Site Mapping

There’s no complicated manual mapping to worry about – the integration intelligently links your MSP360 entities to the right places in HaloPSA. For example, MSP360 “Companies” correspond to HaloPSA Customers, and sites under those companies map to HaloPSA Sites. All devices under a company are synced to the proper customer and site in HaloPSA automatically. You can also choose which companies or endpoints to sync, so you remain in control of what data is shared. The result is a clean one-to-one mapping across systems with zero duplicate effort.

Unique Endpoint Identifier

As mentioned earlier, each endpoint is tagged with a unique hardware ID on the MSP360 side. The integration stores this ID in the hidden custom field (MSPCBLHID) on the HaloPSA asset. This behind-the-scenes identifier means the integration always knows exactly which HaloPSA asset corresponds to which MSP360 device, even if you rename a computer or reassign it. It eliminates confusion and ensures that actions like remote connections or tickets are targeting the correct node every time.

Continuous Sync without Scripts

The MSP360 integration service performs periodic checks and updates via the HaloPSA API to keep data fresh. It’s designed to maintain near real-time synchronization of asset information and alert status, without requiring MSPs to set up any custom webhooks or external polling scripts. The sync frequency is tuned to provide up-to-date information in HaloPSA with minimal latency, so what you see in the PSA is a near mirror of what’s in MSP360 at any given moment.

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HaloPSA + MSP360 Integration
Unified monitoring, backup intelligence, and ticketing in one seamless PSA-driven workflow.
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A Unified Vision for MSP Workflows

This partnership with HaloPSA underscores MSP360’s commitment to an open, connected ecosystem for MSP tools. We understand that MSPs thrive when their software stack works in harmony, rather than in isolated silos. By integrating our backup, RMM, and remote access solutions with HaloPSA’s service desk and asset management platform, we’re enabling true end-to-end workflows – from proactive monitoring and data protection to ticketing and issue resolution – all within a unified interface. Our goal is to help MSPs cut manual work, reduce errors, and scale their operations more efficiently by leveraging tightly integrated systems.

We’re thrilled to bring this deep integration to our MSP community because it ultimately translates to better service for your customers and a more streamlined day-to-day experience for your team. Instead of juggling multiple portals and duplicating data entry, MSP technicians and administrators can focus on what really matters: delivering timely, high-quality IT support. This MSP360 + HaloPSA integration is just the latest step in our ongoing mission to simplify and unify MSP workflows, and we look forward to delivering even more value through our partnership with HaloPSA in the future.

Stay tuned for more updates as we continue to enhance our platform, and as always, thank you for choosing MSP360 to power your managed services business!

Introducing MSP360 RMM Community Editiion_2

Level up IT Support with Free Patch Management

Level up IT Support with Free Patch Management

When it comes to IT, you don’t always get what you pay for. Sometimes, free solutions like a free patch management turn out to be just as effective as expensive alternatives.

Case in point: Patch management. While there are plenty of software vendors that will happily charge you to use their patch management software, it’s possible to find free patch management solutions that work at least as well as the paid alternatives.

This isn’t to say that every free patch management tool is just as good as a commercial offering, of course. When evaluating patch management tools – both paid and free – it’s important to understand what role they play in IT support, and which features and capabilities they must deliver to work efficiently and effectively.

Keep reading for guidance on these points as we unpack what to expect from patch management tools, then explain how IT teams can meet their patch management needs at no cost.

Why IT support teams need at least a free patch management

Patching is the process of finding and deploying software patches, meaning updates that fix problems in a software application. Some patches mitigate performance issues, like a bug that causes an application to crash. Other patches address security vulnerabilities that, if left unpatched, could be exploited by threat actors.

It’s possible to install patches manually – but that approach takes a substantial amount of time. For IT support teams that need to manage hundreds of applications across thousands of PCs or servers, manual patching is just not feasible.

This is why most modern IT teams leverage patch management software, which automates the patching process. Patch management tools detect new patches whenever they become available, then deploy them automatically. They can also help teams monitor the patching status of their systems so that they know which devices remain unpatched, and when each machine last received software updates.

What to expect from patch management software

Although all patch management tools offer the ability to automate software update installation, some provide additional capabilities. The most effective patch management solutions can do all of the following:

Detect available software updates or bug fixes

Effective patch management software continuously scans systems and software to identify available updates or bug fixes. It checks vendor sources, repositories, or databases for the latest patches, ensuring compatibility with existing systems. This proactive detection helps IT teams stay ahead of vulnerabilities, addressing security gaps or performance issues promptly. By automating the discovery process, the software reduces manual effort, minimizes oversight, and ensures timely identification of critical updates, keeping systems secure and up-to-date without requiring constant monitoring by IT staff.

Install updates on compatible systems

Patch management tools automate the deployment of updates to compatible systems, ensuring seamless integration without disrupting operations. The software verifies system requirements, such as OS versions or hardware specifications, before installation to prevent conflicts. This capability streamlines the update process across diverse endpoints, reducing manual intervention and errors. By targeting only compatible systems, it minimizes downtime and ensures that updates, such as security patches or performance enhancements, are applied efficiently, maintaining system stability and security across the organization’s IT infrastructure.

Create reports

Generate reports to document which patches were installed and which applications and systems they updated. Reports help IT teams demonstrate that their systems are up-to-date, which is valuable both for detecting oversights and for proving to auditors and regulators that systems are secure.

Schedule patching

Enable teams to schedule patching to take place at a time of their choosing. This helps to reduce the risk that patches will disrupt users. For example, scheduling makes it possible to install patches overnight, rather than interrupting employees during the workday by forcing them to restart applications or systems following updates.

Patch management policies

Allow technicians to create patch management policies that specify which updates to install or avoid installing. A team may want to hold off on installing a particular patch if, for example, it has not yet undergone testing. Technicians may also want to prioritize deploying some patches (like those that address critical issues) before others.

Notifications for patch deployment

Patch management software sends alerts when a patch deployment fails, enabling IT staff to quickly identify and troubleshoot issues. Notifications include details like the affected system, patch type, or error codes, helping technicians diagnose problems efficiently. This feature ensures rapid response to deployment failures, minimizing security risks or system vulnerabilities. By providing real-time updates, it reduces the need for manual checks, allowing IT teams to focus on resolving issues promptly, ensuring systems remain secure and operational with minimal disruption to end users.

Centralize patch operations

Enable centralized monitoring and management of patch operations from a single location, without requiring IT teams to log into individual devices to deploy patches or check on a patch’s status.

Put simply, the best patch management tools don’t just install patches. They also provide the visibility and management capabilities teams need to run an efficient, scalable, audit-friendly patching operation across their entire fleet of endpoints.

The role of patching in regulatory compliance and risk mitigation

Importantly, the significance of patching is not limited to fixing performance issues that could negatively impact the experience of end-users. Patching also plays a vital role in achieving two other business priorities:

  • Keeping systems safe from security vulnerabilities

When a security vulnerability appears in an application, the application’s vendor or developers typically release a patch to fix the issue – but until the patch is applied, the application remains vulnerable to attack.

  • Meeting compliance obligations

Many compliance regulations, such as HIPAA, PCI DSS and GDPR, include rules mandating that organizations install patches regularly to help keep systems secure. Most of these regulations aim to protect data privacy, and data stored on systems with unpatched security vulnerabilities is not secure because threat actors could exploit the vulnerabilities, break into the systems and access the data.

Moreover,  simply installing patches isn’t always enough to meet security and compliance requirements. The ability to monitor patching operations to ensure that all systems are up-to-date, and to generate patch reports, is vital for actually confirming that all relevant patches have been deployed and that all risks have been mitigated. Without this visibility, it is challenging to prove to regulators and auditors that the organization takes a responsible approach to patching.

How free patch management tools deliver real value

Again, a variety of patch management tools are available today, including both free and paid options. But just because some solutions cost money doesn’t make them better.

On the contrary, as long as you select a patch management tool that delivers all of the capabilities described above – such as centralized monitoring, scheduling and reporting features – you’ll achieve the full benefits of an automated patching solution, without having to bloat your organization’s IT budget.

For example, the patch management capabilities in MSP360 Remote Monitoring and Management (RMM) allow IT support teams to automate patching across all major operating systems (including Windows, Linux and macOS) while benefitting from advanced features, such as bulk update scheduling and reporting. What’s more, these features are entirely free as part of the MSP360 RMM Community Edition.

The bottom line of free patch management

Modern IT teams need patch management software. But they don’t need to pay for it. They can leverage freely available options, like MSP360 RMM, a free patch management solution, to obtain all of the capabilities of paid patching tools, without the cost.

Introducing MSP360 RMM Community Editiion_2

What You Get with Free RMM Software

What You Get with Free RMM Software

For many managed service providers (MSPs) and IT teams, finding a reliable and cost-effective remote monitoring and management (RMM) solution is a top priority. Free RMM software offers an easy way to get started without the burden of upfront costs. Whether you’re launching a new MSP business or managing a small internal IT environment, a free RMM can help you gain visibility and control over your infrastructure with minimal investment. Unlike limited-time trials or freemium models, some free RMM editions provide ongoing access to all essential features totally free.

Core Features You Get with Free RMM

Most free RMM tools focus on providing only core functionalities essential for basic infrastructure management — such as monitoring system health, configuring alerts, remote access, and patch automation. These capabilities are typically sufficient for small environments or entry-level use. While many free editions come with functional limitations, there are a few like MSP360 RMM Community Edition that offer full feature access with restrictions only on the number of endpoints giving users the freedom to explore the platform’s full potential without cost.

The Real Value of Free RMM Software

The true value of free RMM software lies in empowering emerging and smaller MSPs to fully support their clients without functional limitations. It provides a reliable, cost-free foundation to deliver professional-grade IT services — including monitoring, remote access, and patching — right from day one. This level of access removes barriers to entry and gives new MSPs the tools they need to grow, build trust with clients, and operate efficiently without upfront investment. For many, it’s a critical stepping stone toward sustainable business growth.

When It’s Time to Scale Up

Free RMM tools are a great starting point, but eventually, your needs may outgrow the limitations. As your number of endpoints grows or your team needs more advanced automation, integrations, or reporting, it might be time to consider upgrading to a paid plan. Fortunately, many vendors offer seamless upgrade paths that build on the foundation you’ve already created with the free edition — helping you scale without disrupting your operations.

Get started today

Ready to explore? Try MSP360 RMM Community Edition now and start managing endpoints with zero cost—no strings attached.

Introducing MSP360 RMM Community Editiion_2

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