Edit how a Pax8 product looks in HaloPSA

This 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.

When to use this screen

Open it from the Products Pax8 to Halo screen when you want a product to appear in HaloPSA with a different name than in Pax8, with a different SKU so it matches your accounting, or under a different HaloPSA group (category). This is useful, for example, when the distributor's name is very technical and you prefer your client to see a clearer name on the invoice.

What it shows

The window is divided into two parts:

• Reference data (read-only): the company name, the product name in Pax8, its description, the original SKU, and the Halo group it had assigned until now. These fields cannot be edited here; they are only so you can confirm you are editing the correct product.
• Data you can change: the name, the SKU, and the group the product will have in HaloPSA. Each field has an information icon (i) that explains what it is for when you hover over it.

Available actions

• Name product Halo: the name that will appear for this product within HaloPSA. You can set it different from the name the distributor uses.
• SKU Halo: the SKU code that HaloPSA will use for this product. It is used to match your accounting system and to identify it in reports.
• Group Halo (dropdown menu): the HaloPSA group the product will be classified under. You can type to filter the list and find the group faster.
• Save: saves the changes you made to the name, SKU, and group, and closes the window. The changes are reflected in the product's row on the previous screen, but they are not yet sent to HaloPSA; for that you need to use the send button on the Products Pax8 to Halo screen.
• Cancel: closes the window without saving any changes.
• X icon (top corner): closes the window the same way as "Cancel", without saving changes.

Step-by-step flow

1. On the Products Pax8 to Halo screen, find the product you want to adjust and click the "Edit" option on that row.
2. This window opens showing the product's current data.
3. Change the Name product Halo if you want a different name for HaloPSA.
4. Change the SKU Halo if you need it to match your accounting.
5. If you want to reclassify the product, select a new group in Group Halo.
6. Click "Save" to save the changes and close the window, or "Cancel" if you prefer to discard them.
7. Verify in the table on the previous screen that the data was updated correctly.
8. When you are ready for the change to be reflected in HaloPSA, select the product and use the send-to-Halo option from the Products Pax8 to Halo screen.

Common errors and how to resolve them

• I don't see the product I want to edit: close this window with "Cancel" and verify in Products Pax8 to Halo that you selected the correct row before clicking "Edit".
• I saved the changes but I don't see the new name in HaloPSA: this is normal. Saving here only updates the information locally; you must send the product to HaloPSA from the previous screen for the change to apply there. If an error message appears when sending it, check the connection with your integration in Integrations.
• The group I'm looking for doesn't appear in the list: use the text filter in the "Group Halo" field to search by name. If it still doesn't exist, review or create the corresponding group in Halo Product Groups.

Related screens

• Products Pax8 to Halo
• Halo Product Groups
• Product Management
• Integrations