Skip to main contentBillingBotProduct Management
- Product ManagementThis screen is the central catalog of all the products BillingBot imported from your distributor (Pax8, Ingram, ITCloud, Twilio, or CSV), and the place where you define which HaloPSA or AutoTask product each one corresponds to. Without t...
- Send Pax8 products to HaloPSAOn this screen you review the products that come from Pax8 and don't yet exist as items in HaloPSA, and decide which ones to send to create them there. You can also edit how each product will appear in Halo (name, SKU, and group) before...
- Map a product to HaloPSAThis popup lets you connect a product from your distributor (Pax8, Ingram, ITCloud, Twilio, or a CSV) with a product that already exists in your HaloPSA catalog. That mapping is what tells BillingBot which Halo item should be billed ever...
- Edit a product mappingThis screen is a dialog that opens from Product Management when you need to adjust how a distributor product (Pax8, Ingram, ITCloud, etc.) relates to its equivalent in HaloPSA or AutoTask. From here you control the name and SKU your PSA...
- Edit how a Pax8 product looks in HaloPSAThis popup lets you adjust the name, SKU, and group that a Pax8 product will use when it is sent to HaloPSA, without needing to touch the original product in Pax8.
- Product Groups in HaloPSAProduct groups organize the products that BillingBot bills in HaloPSA (equivalent to "item categories" in Halo). From this screen you can create new groups, see which products each group has, move products between groups, and delete grou...
- Map a Product to AutoTaskThis window lets you link a product that comes from your distributor (for example Pax8, Ingram, or a CSV) with the equivalent product inside your AutoTask catalog. This mapping is what tells BillingBot which item to use when it generates...