HaloPSA Integration — Populate Xero Product Code field when creating/syncing products

When Salesbuildr creates or syncs products to HaloPSA, the Manufacturer Part Number is mapped to the Manufacturer SKU field — but the Xero Product Code (Product ID) field is not populated.

For MSPs using Halo's Xero integration, the Xero Product Code is a required field for items to sync to Xero. Without it, every product imported from Salesbuildr requires a manual update in Halo before it can appear on a Xero invoice.

Request: When creating or updating products in HaloPSA, Salesbuildr should also write the Manufacturer Part Number (or SKU) into the Xero Product Code field on the Halo item. Ideally this would be a configurable mapping in the integration settings (e.g. choose which Salesbuildr field populates the Halo Xero Product Code).

This would close the gap between quoting in Salesbuildr and invoicing via Halo + Xero, removing the need for manual data entry or custom automation to bridge the two.

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Upvoters
Status

New

Board
💡

Feature Request

Tags

[CMP]_Halo

Date

17 days ago

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