How do I handle parent-child relationships in HaloPSA?

Use the client_to_invoice and toplevel_id fields within the Client API to link branch offices to a head office for consolidated billing and reporting.

What is the difference between a Site and a Contact in HaloPSA?

A Site represents a physical location or address, while a Contact (User) represents an individual person associated with either a Client or a specific Site.

How do I prevent duplicate client entries using the API?

Always perform a search by name or unique identifier before creating a new record, and implement normalization logic to handle variations in company naming.

Can I search for clients by their account manager?

Yes, you can use the accountmanager_id query parameter with the GET /api/Client endpoint to filter results by a specific staff member.

Is it better to delete or deactivate a client in HaloPSA?

It is best practice to set the inactive flag to true. Deletion can fail if there are related records, while deactivation preserves historical ticket and billing data.

HaloPSA Client Management

Name: HaloPSA Client Management
Author: wyre-technology

bywyre-technology

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Productivity & Workflow

Manages HaloPSA customer relationships, including client records, physical sites, contact users, and onboarding workflows for MSP operations.

This skill enables Claude to efficiently handle the foundational layer of HaloPSA by managing customer organizations, physical site locations, and individual contacts. It provides deep technical guidance on API patterns for creating, updating, and searching client data, as well as best practices for managing complex parent-child hierarchies and billing configurations. Designed specifically for Managed Service Providers (MSPs), it streamlines account management tasks, ensures data quality through validation patterns, and automates common workflows like client onboarding and deactivation.

Key Features

01Comprehensive CRUD operations for HaloPSA Clients, Sites, and Contacts

02Data quality tools to identify missing contacts or duplicate records

032 GitHub stars

04Advanced search, filtering, and pagination patterns for CRM data

05Implementation guidance for complex parent-child client hierarchies

06Standardized workflows for client onboarding and churn management

Use Cases

01Cleaning up CRM data by identifying inactive contacts and duplicate client entries

02Automating the creation of new client records and primary sites during onboarding

03Configuring multi-site organizational structures for consolidated billing and reporting

What are Skills?·How to Install

Install with 🐟 Skill.Fish

npx skillfish add wyre-technology/msp-claude-plugins clients

For use in Claude.ai and ChatGPT

Download Skill