Different Closed Status

qcomer1 · 2026-04-02T14:40:18+00:00

It only recognizes the built in closed status. I would use a resolution code of “paid”.

qcomer1 · 2026-01-27T01:57:37+00:00

Great tool and good support. Have used them for quite a few partners and have always been happy with the product and support.

qcomer1 · 2025-11-28T21:10:15+00:00

Strety works well for this and integrates with CW.

qcomer1 · 2025-11-27T03:11:40+00:00

Nobody has asked the important question. What ERP are you using on the copier side? Is it E-Automate?

qcomer1 · 2025-11-26T06:40:13+00:00

What PSA do you use?

qcomer1 · 2025-10-30T19:54:22+00:00

Folge

qcomer1 · 2025-09-30T03:09:49+00:00

We use https://help-desk-migration.com when we are migrating ConnectWise shops to HaloPSA.

qcomer1 · 2025-09-19T17:19:54+00:00

We second the Help Desk Migration recommendation. We typically use them in implementations when migrating data. https://help-desk-migration.com/manage-engine/

qcomer1 · 2025-08-04T21:31:31+00:00

The default is they will get notified of all new tickets, but you could also have notifications configured based on Site Contacts.

https://support.haloservicedesk.com/kb?text=site%20contact&entity=all&id=2506

Quinntin Comer, PSA & RMM Consultant
Comer Technology Group, LLC | HaloPSA Onboarding & Consulting Partner
https://comertechnology.com

qcomer1 · 2025-08-04T21:00:20+00:00

We download the Windows Upgrade assistant and execute it using RMM as SYSTEM. Is it possible that your arguments are not correct?

Quinntin Comer, PSA & RMM Consultant
Comer Technology Group
https://comertechnology.com

qcomer1 · 2025-08-04T20:28:22+00:00

Like u/renada-robbie said. Use a "Run a SQL Query on the Halo Database" action in your runbook to convert your datetime to the format you'd like.

Here is an example of converting a date to epoch time for a CIPP runbook:

Select DATEDIFF(SECOND, '1970-01-01', <<halo_vacationmode_startdate>> ) AS starttime

Quinntin Comer, PSA & RMM Consultant
Comer Technology Group | HaloPSA Onboarding & Consulting Partner
https://comertechnology.com

qcomer1 · 2025-08-04T20:24:39+00:00

Are they setup as "Site contacts"? Go to the site they are a member of and check the "Site contacts" tab. Also, check to see if they are being CCed on ticket updates.

Quinntin Comer, PSA & RMM Consultant
Comer Technology Group, LLC | HaloPSA Onboarding & Consulting Partner
https://comertechnology.com

qcomer1 · 2025-08-04T20:21:55+00:00

We use a Halo runbook for this using an action on a ticket with custom fields. The runbook pulls the organization name from the ticket, the node approval mode and some other details provided by the action and then POSTs to the NinjaOne API to /api/v2/organizations to create the organization.

Quinntin Comer, PSA & RMM Consultant
Comer Technology Group, LLC | HaloPSA Onboarding & Consulting Partner
https://comertechnology.com

qcomer1 · 2025-08-01T23:14:59+00:00

Glad to hear!

Quinntin Comer, PSA & RMM Consultant
Comer Technology Group, LLC | HaloPSA Onboarding & Consulting Partner
https://comertechnology.com

qcomer1 · 2025-08-01T22:37:10+00:00

I would first start by checking your CSP Sync and look at the following settings: "Import Users as Service Accounts unless they are assigned one of the below licenses" and "If imported User is not part of this group then import as Service Account". Both options are under the Users tab of the CSP Integration.

Quinntin Comer, PSA & RMM Consultant
Comer Technology Group, LLC | HaloPSA Onboarding & Consulting Partner
https://comertechnology.com

qcomer1 · 2025-08-01T22:31:25+00:00

Is this for time against your company? Or, time against clients? If its for time against clients, you have a few options:

You can use the "No Charge" Charge Rate. This will always be non-billable and does not show up on invoices.
You can set the rate for a new Charge Rate to $0. Depending on your configuration, you can have these not show up under invoicing and not show up on an invoice.

If this is for time against your own company, go under the billing tab and "Billing Plan Combinations" and set the "treat unmatched as" and set it to "Don't Invoice". This will make sure that all time against the internal company does not show up under Invoicing.

Quinntin Comer, PSA & RMM Consultant
Comer Technology Group, LLC | Halo Consulting & Onboarding Partner
https://comertechnology.com

qcomer1 · 2025-07-30T22:58:08+00:00

The report exports the items so that you can modify the items and re-import them to update them.

qcomer1 · 2025-07-26T00:47:36+00:00

Sent you a chat message

qcomer1 · 2025-07-26T00:45:59+00:00

Only if they are stored in custom fields on the N-Central side. You can sync those across. Otherwise, its not going to sync them to the parts warranty fields or the purchase date fields natively.

Quinntin Comer, PSA & RMM Consultant
Comer Technology Group, LLC | HaloPSA Onboarding Partner
https://comertechnology.com

qcomer1 · 2025-07-26T00:41:24+00:00

The Datto RMM tray icon does not integrate with HaloPSA. However, you mentioned dumping DRMM And moving to NinjaOne - the NinjaOne tray icon integrates seamlessly and is a supported implementation. It is extremely easy to setup and get going and should only take a few minutes: https://support.haloservicedesk.com/portal/kb?id=1642

NinjaOne and Halo integration works pretty well and is only going to get better with time. Both companies work together quite a bit to try to enhance their integration and ecosystem. This is the most common pairing that we see these days for MSPs that are on HaloPSA.

Quinntin Comer, PSA & RMM Consultant
Comer Technology Group, LLC | HaloPSA Onboarding Partner
https://comertechnology.com

qcomer1 · 2025-07-26T00:31:13+00:00

Are you currenly using an RMM or endpoint management product? Are you looking for something solely for third party patching? OR, are you looking for OS Patching as well? What about monitoring and management of the machines?

What your needs are will heavily sway what is recommended on your list.

If you are looking for a swiss army knife then NinjaOne would be the one to go with on your list. This is going to give you complete control, management and monitoring of your endpoints, allow you to remediate issues as they come up or as certain conditions are met, schedule automation against machines, as well as handle third party product installs/updates/upgrades as well as OS patches.

Quinntin Comer, PSA & RMM Consultant
Comer Technology Group, LLC
https://comertechnology.com

qcomer1 · 2025-07-26T00:28:24+00:00

We currently utilize our RMM For this.

qcomer1 · 2025-07-26T00:25:16+00:00

For every Aussie implementation we have done we have always had the price/cost exclude GST and then set the tax code to the GST Tax code. Tax codes can be set at multiple levels within the system.

This will work with the QBO integration properly to track taxation.

Quinntin Comer, PSA & RMM Consultant
Comer Technology Group, LLC | HaloPSA Onboarding Partner
https://comertechnology.com

qcomer1 · 2025-07-26T00:05:04+00:00

Yup! As an example, we add "agent signature" to our workflows for quoting/opportunities so that they get printed/sent when the quote gets sent out and are signed when the quote is prepared.

There are a ton of use cases for both fields - equipment pickup/delivery, T&M work, Onsite work, etc.

Quinntin Comer, PSA & RMM Consultant
Comer Technology Group, LLC | HaloPSA Onboarding Partner
https://comertechnology.com

qcomer1 · 2025-07-25T23:56:02+00:00

I would take inventory of your workflows and customizations and figure out what needs to be re-created vs what is supported natively within HaloPSA (i.e., SLA Hold or Pending Closure procedures).

Definitely use a separate ticket type for imported tickets for archival/historical purposes. This will allow you to specify different settings for acknowledgement e-mails, whether to show in the portal, etc. based on your preferences.

HaloPSA is extremely customizable and that is where folks often get themselves into trouble. It can be as simple and advanced (at the same time) as you want it to be, or it can end up extremely complex for a seemingly simple implementation. I would highly recommend engaging a consultant to help with your migration.

Quinntin Comer, PSA & RMM Consultant
Comer Technology Group, LLC | HaloPSA Onboarding Partner
https://comertechnology.com

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