Send Pax8 products to HaloPSA

On 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 sending it, or change the Halo group of several products at once.

When to use this screen

Use it when, within product management, you detect Pax8 products that don't yet have an equivalent product created in HaloPSA. From here you prepare them (name, SKU, group) and send them to Halo so they become available and can be billed.

Before entering you need to have a process period selected; if none is selected, the screen will warn you and won't be able to load the information.

What it shows

• Left panel Products to create in Halo: a list of the companies that have Pax8 products pending creation in Halo. You can select one or several to filter the products table on the right.
• Products table: for each Pax8 product it shows, side by side:
  • The data coming from Pax8: product name, SKU, and suggested Halo group.
  • The data that will be used to create the product in Halo: name, SKU, and Halo group (editable before sending it).
  • A checkbox to mark the products you want to process.
  • An edit icon (pencil) to open that product's detail.
• Expanding a product lets you see its full description exactly as reported by Pax8.
• Same list as the sync. The table lists exactly the items that the product sync would create in Halo when "Create items...automatically..." is on (see Settings Integration): products BillingBot does not know yet and products it knows but never mapped, whenever no Halo item has the same SKU or the same name. Nothing is created in Halo until you press "Send Products to HaloPSA" or the sync runs with that option on.
• While the products are loading, the screen shows a progress bar indicating how many records have been processed.

Available actions

• "Send Products to HaloPSA": sends to HaloPSA all the products you marked with the checkbox, creating them as new items there. ⚠️ This action creates the products directly in HaloPSA; review the name, SKU, and group before sending them.
• "Change Halo group": opens a window to assign (or create) a Halo group and apply it to all the products you have selected in the table, all at once.
  • Inside that window:
    • You can choose an existing group from the "Select Group" dropdown list.
    • The "Change Group" button applies the chosen group to the selected products.
    • The "Cancel" button closes the window without applying changes.
    • The "New Group" button (+ icon) opens a text field to type the name of a new group; pressing the button again (now labeled "Save Group") creates that group in HaloPSA.
• Pencil icon (tooltip Edit) on a product row: opens the edit window for that specific product, where you can adjust the name, SKU, and the group it will be created with in Halo.
  • "Save": saves those changes to the table row (it does not send them to Halo yet; that happens with "Send Products to HaloPSA").
  • "Cancel": closes the window without saving the changes.
• "Return to product management": takes you back to the product management screen without performing any additional action.

Step-by-step flow

1. Enter the screen; the available Halo groups and the Pax8 products pending creation are loaded automatically.
2. (Optional) In the left panel, select one or several companies to filter the products you want to review.
3. Review the products table and, if any name, SKU, or Halo group needs adjusting, click that row's pencil icon, edit the data, and press "Save".
4. If you want to assign the same Halo group to several products, mark them with the checkbox and use "Change Halo group".
5. Mark the checkbox of the products that are ready to be created in Halo.
6. Press "Send Products to HaloPSA" to create those products in HaloPSA.
7. When you're done, use "Return to product management" to go back to the main products screen.

Common errors and how to resolve them

• "No Period selected": there is no active process period. Select a period before entering this screen.
• "No records selected" (when pressing "Send Products to HaloPSA" or "Change Halo group"): you didn't mark any checkbox in the products table. Select at least one product and try again.
• Error message when loading the Halo groups or Pax8 products: the system shows the detail of the problem returned by Halo or Pax8; if it persists, contact support with the exact message.
• "Successfully created group": confirmation message when creating a new Halo group from the "Change Halo group" window; no action is required on your part.

Related screens

• Product Management
• Assign product to Halo
• Halo product groups
• Edit product mapping