Ubidesk

PSA integration

Ubidesk + HaloPSA

Tickets, time, and notes synced in real time between HaloPSA and your sessions.

PSA

What the integration does

Create and update HaloPSA tickets from sessions, push time and notes, and start sessions from the ticket.

Setup

  1. 1

    Connect HaloPSA via API (dedicated integration key).

  2. 2

    Map technicians and clients.

  3. 3

    Configure creation rules.

  4. 4

    Validate with a test session.

Product

HaloPSA

Time tracking & billing

Available

Per-client time tracking, billing, and exportable reports.

PSA integrations

Available

ConnectWise PSA, Autotask, HaloPSA, Syncro, Zendesk, Freshdesk, Jira Service Management, ServiceNow, HubSpot.

REST API & webhooks

Available

REST API, webhooks, CLI, and an extension marketplace.

FAQ

Frequently asked questions

Cloud or on-premise?

Both, via the HaloPSA API.

Ubidesk + HaloPSA

Tickets, time, and notes synced in real time between HaloPSA and your sessions.

No credit card · Free for personal use

Ubidesk will never call you to take control of your computer.

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