Pre-Implementation Checklist for HaloPSA

Welcome to your journey with HaloPSA! To ensure a smooth implementation, there are several steps you can take to prepare your existing systems for integration with HaloPSA. The following checklist will guide you through cleaning up your data and setting the stage for a successful import into Halo.

1. Accounting Package Cleanup

Before integrating with HaloPSA, tidying up your accounting package is crucial. This will prevent unnecessary data from cluttering your new system and ensure accuracy in your records.

a. Inactive Former Clients

Go through your client list and identify any clients you no longer do business with. Make sure to mark these clients as inactive. This will prevent old client data from being migrated to HaloPSA.

b. Company Display Names

Ensure that every company in your system has a customer name that is accurate and appropriate for display in HaloPSA. This name will be used across the platform, so it should be recognizable and consistent.

c. Product Catalog Clean-Up

Review the items in your product catalog. Any items that are no longer offered or needed should be marked as inactive. This will streamline your catalog in HaloPSA, making it easier to manage.

d. Vendor Information

If you're importing vendor information, clean up the company names and details. Consistent and accurate vendor data will support better management and reporting within HaloPSA.

e. Tax Rates

Ensure that tax rates within your accounting system are current and correct. Clean up any outdated tax information to prevent discrepancies post-import.

2. Integrations SetupPreparation

a. Consistent Company Names

To streamline the integration process, it's important to ensure that the company names in your third-party integrations—such as documentation platforms, Remote Monitoring and Management (RMM) systems, and others—align with the company names in your accounting package. Maintaining consistent naming conventions across systems is crucial for seamless company matching during the integration setup.

b. Standardize Client Azure Tenants

MENDY TO UPDATE

3. Email Templates

To align your communications with your brand identity in HaloPSA, navigate to Configuration > Email > Email Templates. Here, you'll want to revise the content to mirror your up-to-date branding and messaging.

BONUS: Process Flowcharts

Develop flowcharts for your processes, such as the ticket lifecycle, quote to cash, and other workflows. This not only helps you visualize your operations but also assists in configuring HaloPSA to match your business processes, leading to a more tailored and efficient system.

Remember: The more thorough your preparation, the smoother your transition to HaloPSA will be. Take the time now to clean up and clarify your data, and you'll reap the benefits in the form of a more streamlined and effective implementation.