PSA integration · Starter and Pro

Labor estimation built for HaloPSA

HaloPSA shops get the same first-class treatment as ConnectWise shops. Scope and estimate in DarkBird, execute and track in Halo, and let actuals flow back automatically. Your Halo workflows don't change.

Stack role

Scope and estimate in DarkBird. Execute and track in HaloPSA. Actuals return automatically.

What the integration does

Link projects to Halo Tickets

Attach a DarkBird project to a HaloPSA ticket straight from the scoping dialog, keeping the estimate and the work item connected.

Push WBS as native Halo structure

The work breakdown lands in Halo as native tickets with checklists and hour budgets — pushed through the API, not exported to CSV.

Sync time entries for actuals

Completed-project time entries sync back from Halo to populate actual hours per task, feeding the calibration loop.

Automatic card recalibration

Estimated-vs-actual variance drives per-card calibration multipliers, so systematic under- or over-estimation gets corrected automatically.

Speaks HaloPSA

Set DarkBird's terminology mode to HaloPSA and the UI adopts Halo vocabulary throughout — no mental translation between tools.

Sync history you can audit

Every sync operation is logged and viewable from the integration card — what moved, when, and whether it succeeded.

Credentials encrypted at rest

Halo credentials are stored encrypted and decrypted only server-side. They never reach the browser.

How it works

1

Connect

Enter your HaloPSA API credentials in Settings → Integrations. Setup takes about 10 minutes.

2

Scope & estimate

Run the AI scoping interview, apply calibrated Install Cards, and generate the SOW — linked to the Halo ticket.

3

Push the WBS

Send the structured work breakdown into Halo as native tickets with checklists. Delivery proceeds exactly as it does today.

4

Sync actuals & learn

Time entries return from Halo, variance is measured per task, and Install Cards recalibrate for the next quote.

Frequently asked questions

Is the HaloPSA integration as complete as the ConnectWise one?

Yes — both PSAs are built end-to-end: link from the scoping dialog, push WBS natively, pull time entries for actuals, full sync logging. HaloPSA is not a second-class integration.

Does DarkBird change how our Halo workflows run?

No. DarkBird drops work into Halo the way you'd create it yourself — tickets with checklists and budgets — and reads time entries back. Delivery, approvals, and billing stay in Halo untouched.

Which plans include the HaloPSA integration?

Starter and Pro (and the 45-day free trial with full Pro access). One PSA connection per organization — HaloPSA or ConnectWise Manage.

How are our Halo credentials stored?

Encrypted at rest and decrypted only server-side when calling the Halo API. Credentials never reach the client.

Connect HaloPSA in about 10 minutes

Start your 45-day free trial with full Pro access — no credit card required.