# Streamlining Your MSP with Halo PSA Integration

## Why Integrate Your PSA with Security Awareness Training?

Managing third-party application billing inside your PSA shouldn't mean extra hours of manual work each month. Yet for many MSPs, that's exactly what happens.

### Manual reconciliation

Downloading PDF billing reports and manually matching line items to each client in your PSA.

### Delayed invoicing

Waiting for billing reports before you can invoice clients, extending your cash cycle.

### Outdated user counts

User counts that drift out of sync, leading to billing discrepancies and awkward client conversations.

### Missed revenue

Pro rata charges slipping through the cracks when clients add users mid-cycle.

## Why Subscriptions Are the Right Approach

There are multiple ways to bring third-party products into Halo PSA—custom products, manual line items, or Subscriptions. But Halo recommends Subscriptions for a reason.

Subscriptions are what Halo uses for their own internal products. They're purpose-built for recurring, usage-based billing and receive the strongest support and development focus going forward. When you integrate using Subscriptions, you're using Halo PSA the way it was designed to be used.

**The INFIMA integration creates Subscriptions automatically** when you map a client. User counts update daily, and you simply add the subscription to your recurring invoice in Halo PSA.

## How It Works

The integration connects your INFIMA dashboard to your Halo PSA tenant through a secure API connection. Once configured, the process is straightforward:

1. **Map your clients** — Associate each INFIMA client with the corresponding Halo PSA customer.
2. **Subscriptions are created automatically** — INFIMA creates a subscription in Halo PSA for each mapped client.
3. **Daily syncs keep counts current** — Overnight, user counts are updated on each subscription.
4. **Add to recurring invoices** — In Halo PSA, add the subscription to your client's recurring invoice.

## The Benefits

- User counts sync daily overnight—always accurate
- Pro rata calculations handled automatically by Halo PSA
- No more reconciling PDF reports to client records
- Faster turnaround from product billing to client invoicing
- Reduced cash cycle and improved cash flow
- Subscriptions integrate directly with recurring invoices

## Ready to strengthen your security posture?

Get in touch to learn how INFIMA can help protect your organization with automated security awareness training and phishing simulations.

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