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Mapping HaloPSA Clients ↔ Stripe Customers


Prerequisites

  • You have Admin (or equivalent configuration) rights in HaloPSA.
  • The Stripe integration is already installed and authorised in Configuration › Integrations.
  • A browser tab is open to your HaloPSA instance.

Workflow Overview

  1. Open Configuration in HaloPSA.
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  2. Locate and open the Stripe integration.
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  3. Switch to the Clients tab inside the integration.image.png
  4. Manually add or edit mappings as needed.
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  1. Save your changes and verify the updated list.
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Detailed Steps

1 Open Configuration

  1. In the left-hand navigation bar, click the gear icon (Configuration).
  2. The main pane now shows a grid of feature tiles.

2 Search for Stripe

  1. In the search field at the top, begin typing “stripe”.
  2. The grid filters down to a single Stripe tile—click it.

3 Select the Clients Tab

  1. The Stripe integration opens with several subtabs.
  2. Click Clients to display the mapping table.

4 Generate Automatic Mappings (optional but recommended)

  • Click Generate Mappings.
  • HaloPSA will pair any clients whose names match exactly in both systems.
  • Skip this step if you prefer to map clients one-by-one.

5 Add or Edit a Mapping Manually

  1. Click + Add (upper-right of the table).
  2. In the modal:
    • Stripe Client: start typing a customer name → select the correct record.
    • Halo Client: type to search for the corresponding organisation/contact → select.
  3. Click Save.

6 Confirm & Repeat

  • The new row appears in the Client Mappings list.
  • Repeat + Add for any additional pairs.
  • Keep “Create/update Customers in Stripe when created/updated in HaloPSA” checked if you want Halo changes pushed to Stripe automatically.

Best-Practice Tips

Scenario

Recommendation

Bulk onboarding

Run

 Generate Mappings 

first, then manually tidy leftover mismatches.

Name variations

If names differ (e.g., “ABC LLC” vs. “ABC Ltd”), use manual mapping.

Unlinking a client

Hover the mapping row → click the trash-can icon → confirm.

Troubleshooting sync

Re-open the mapping, ensure both clients still exist and are active in their respective systems.

Troubleshooting Checklist

❓ Symptom

🛠️ Quick Fix

Newly created Halo client isn’t appearing in Stripe

Confirm the sync checkbox is enabled

 and 

that the client has a valid email address; save any small change to trigger an update.

Duplicate customers created in Stripe

Check for spelling differences—merge or archive the duplicate in Stripe, then adjust the mapping in Halo.

Unable to find a client in the dropdown

Verify the client is

 active 

and visible to your role in both Halo and Stripe.

Done! Once set up, billing information in Stripe and support data in HaloPSA stay in lock-step with minimal manual effort.

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