HaloPSA integration: Automate DMARC billing and support
Designed with MSPs in mind, the HaloPSA integration connects Sendmarc’s email security platform with your managed services environment – making it easy to manage clients, billing, and support from one place.
With this integration, you can:
- Map Sendmarc accounts to HaloPSA customers
- Align product packages
- Automate recurring billing
- Streamline service desk ticketing
It is a unified, efficient solution that saves time and reduces complexity.
Book a HaloPSA demo:
See the integration in action
Experience how HaloPSA and Sendmarc work together to automate billing and improve support operations.
Book a demo to see how effortless it is to enable this integration.
Enhance your MSP with HaloPSA and Sendmarc
The HaloPSA integration is purpose-built for managed service providers (MSPs) who want to streamline their workflows without adding complexity. It automates key administrative tasks – from client mapping to billing and ticketing – so your team can focus on delivering value and strengthening customer relationships.
Key business outcomes
Operate at scale
Manage hundreds of client domains effortlessly.
Verify revenue
Ensure accurate, recurring billing for every subscription.
Improve trust
Deliver consistent service to every client.
Save time
Reduce manual data entry and repetitive work.
Advantages of using our HaloPSA integration
As your client base grows, so does the need to simplify how you track, bill, and support them. The HaloPSA integration automates these processes, removing manual work while maintaining accuracy across every customer record and invoice.
By combining HaloPSA’s platform with Sendmarc’s email security solution, MSPs can scale confidently – delivering stronger protection with less administrative effort.
Key benefits for MSPs
Account
management
Connect Sendmarc client accounts directly to HaloPSA customers.
Product-package
alignment
Ensure alignment between HaloPSA products and Sendmarc plans.
Automated
billing
Generate recurring invoices automatically.
Service desk
ticketing
Easily create service tickets using HaloPSA templates.
This integration empowers your team to focus on delivering high-value, secure, and compliant email protection services, while HaloPSA manages the operational heavy lifting behind the scenes.
How our HaloPSA integration works
The HaloPSA integration syncs critical data between platforms to ensure complete accuracy and visibility.
This creates a unified workflow for accurate billing and seamless client management across your MSP operations.
You can access comprehensive setup documentation in Sendmarc’s Knowledgebase, HaloPSA Integration for Sendmarc.
This includes detailed integration steps and configuration guidance.
Account mapping
Map Sendmarc accounts to HaloPSA in just a few clicks.
This ensures that you bill the correct customer within the HaloPSA platform.
Product-package alignment
Easily align HaloPSA products with Sendmarc subscription plans. The integration automatically matches each Sendmarc plan to its corresponding HaloPSA product for consistent tracking and billing.
Advantages:
- Keep product details aligned.
- Simplify service management for internal teams.
This helps ensure consistency across sales, finance, and support operations.
Automated billing
Ensure every Sendmarc subscription is billed accurately – automatically.
Once accounts and products are mapped, the integration generates a recurring invoice in HaloPSA under the correct customer and billing plan.
Benefits for MSPs:
- Fully automated, accurate invoicing.
- Reduced manual effort and human error.
By automating billing, your finance and operations teams can focus on strategy instead of spreadsheets.
Service desk ticketing
Deliver faster, smarter support with automated service desk ticketing.
The integration applies predefined templates to generate Sendmarc-related tickets.
This means you can:
- Resolve domain implementation tasks quickly.
- Improve configuration speed and customer satisfaction.
Technicians can close tickets within Sendmarc without having to update HaloPSA.
Account mapping
Map Sendmarc accounts to HaloPSA in just a few clicks.
This ensures that you bill the correct customer within the HaloPSA platform.
Product-package alignment
Easily align HaloPSA products with Sendmarc subscription plans. The integration automatically matches each Sendmarc plan to its corresponding HaloPSA product for consistent tracking and billing.
Advantages:
- Keep product details aligned.
- Simplify service management for internal teams.
This helps ensure consistency across sales, finance, and support operations.
Product-package alignment
Easily align HaloPSA products with Sendmarc subscription plans. The integration automatically matches each Sendmarc plan to its corresponding HaloPSA product for consistent tracking and billing.
Advantages:
- Keep product details aligned.
- Simplify service management for internal teams.
This helps ensure consistency across sales, finance, and support operations.
Automated billing
Ensure every Sendmarc subscription is billed accurately – automatically.
Once accounts and products are mapped, the integration generates a recurring invoice in HaloPSA under the correct customer and billing plan.
Benefits for MSPs:
- Fully automated, accurate invoicing.
- Reduced manual effort and human error.
By automating billing, your finance and operations teams can focus on strategy instead of spreadsheets.
Automated billing
Ensure every Sendmarc subscription is billed accurately – automatically.
Once accounts and products are mapped, the integration generates a recurring invoice in HaloPSA under the correct customer and billing plan.
Benefits for MSPs:
- Fully automated, accurate invoicing.
- Reduced manual effort and human error.
By automating billing, your finance and operations teams can focus on strategy instead of spreadsheets.
Service desk ticketing
Deliver faster, smarter support with automated service desk ticketing.
The integration applies predefined templates to generate Sendmarc-related tickets.
This means you can:
- Resolve domain implementation tasks quickly.
- Improve configuration speed and customer satisfaction.
Technicians can close tickets within Sendmarc without having to update HaloPSA.
Service desk ticketing
Deliver faster, smarter support with automated service desk ticketing.
The integration applies predefined templates to generate Sendmarc-related tickets.
This means you can:
- Resolve domain implementation tasks quickly.
- Improve configuration speed and customer satisfaction.
Technicians can close tickets within Sendmarc without having to update HaloPSA.
Automate and simplify email security management
IT service providers thrive on efficiency – and this integration is designed to enhance exactly that.
By integrating HaloPSA with Sendmarc, MSPs can reduce manual effort, minimize errors, and deliver consistent, high-quality service to every client.
With Sendmarc and HaloPSA, you can:
- Standardize billing and support processes
- Increase operational transparency
- Scale your managed email protection services effortlessly
Discover how our PSA integration can transform your MSP operations and simplify how you deliver email security at scale. Get a HaloPSA integration demo today.
About Sendmarc: Protect against email impersonation
Sendmarc simplifies and automates the process of protecting domains against email impersonation and phishing. Our platform manages every aspect of Domain-based Message Authentication, Reporting, and Conformance (DMARC), Sender Policy Framework (SPF), and DomainKeys Identified Mail (DKIM) implementation and enforcement.
Built for simplicity and scale, our solution is quick to deploy, easy to operate, and continually updated to defend against the latest email-based threats.
Trusted across sectors like finance, technology, retail, and government, Sendmarc helps ensure that only authenticated messages reach their intended inboxes – significantly reducing the risk of fraud. Our partner-focused approach means we work hand-in-hand with MSPs, giving them the tools, automation, and expertise needed to deliver scalable, high-impact email security to every client they manage.
What our MSPs are saying
Knowledgeable, professional, and great to work with
“Sendmarc is the best at what they do. Their team is incredibly knowledgeable, professional, and great to work with. Their platform is modern, functional, and easy to understand. The entire DMARC implementation project is explained in a super-easy-to-understand way, from start to finish.”
James Allen
General Manager
Phenomenal product & team
“Sendmarc offers very powerful and simple solutions to very real problems our customers face. Their technology is excellent and their team is among the best in the industry.”
Brian Timperley
Co-Founder and CEO at Turrito Networks
Passionate & great team to work with
“They live and breathe their mission to make the internet safer. Simple and feature-rich solution that’s easily understandable.”
Shailendra Harri
Business Development Manager at CHM Vuwani
Sendmarc provides must-have security
Sheldon Cairns
Information Technology Specialist at Axin IT
Sendmarc has been an invaluable partner on our journey to securing our email communications
Derek Middleton
Founder and Managing Member at The Way Forward IT
HaloPSA FAQs
What is HaloPSA?
HaloPSA is an advanced professional services automation platform designed for MSPs. It offers comprehensive functionality for service desk ticketing, billing, project management, and contract administration.
How does the HaloPSA integration benefit MSPs?
The HaloPSA integration benefits MSPs by automating billing, account mapping, and service ticketing – reducing manual effort and improving overall operational efficiency.
What do I need to integrate HaloPSA with Sendmarc?
To set up the integration, you need your HaloPSA credentials, including the site URL, client ID, and client secret. These enable platform linking.