Sherweb announced a new integration with HaloPSA to import clients and their cloud licenses and services directly into the platform. This makes Sherweb is the first cloud solution provider (CSP) to integrate with HaloPSA natively, enabling seamless, automatic billing so every license purchase and subscription update appears in HaloPSA, already filed under the right client and ready to bill.
For MSPs, billing is where complexity can compound fast. Clients run on an array of agreements, from fixed monthly contracts to pay-as-you-go arrangements, and every subscription change has to be tracked accurately to avoid errors on an invoice. Professional Services Automation (PSA) platforms like HaloPSA handle that complexity for MSPs, but data needs to be accurate and current. Typically, when a client’s license changes, those updates arrive on a once-a-day schedule–so a license added or canceled in the morning might not show up until the next day, leaving MSPs filling in the gaps before they can send an invoice, said the companies.
Sherweb and HaloPSA address this directly with a new, native integration that moves cloud license purchases and changes into HaloPSA the moment they occur. When an MSP purchases or updates a subscription for a client through Sherweb, it appears in HaloPSA automatically, without any manual entry. Through Sherweb, MSPs also gain access to dedicated account managers and technical experts on hand for everything from onboarding to day-to-day operations.
The new integration is built to handle the billing scenarios that matter most to MSPs, including:
- Real-time sync, richer data: Purchase and billing events flow from Sherweb into HaloPSA the moment they’re generated, not on a daily scheduled cycle. This gives MSPs a more complete view of client licenses, automatically.
- Errors surfaced before they reach clients: Any errors are caught before they become billing discrepancies and MSPs are notified automatically when something needs attention.
- Pre-bill and post-bill support: MSPs can invoice clients either before or after the billing period, giving them flexibility without workarounds.
- Microsoft billing complexity handled: The integration covers yearly Microsoft licenses billed monthly as well as bulk upfront payments.
- Improved Azure coverage: Microsoft Azure subscription details and usage/consumption (meters, effective dates) are pushed directly into HaloPSA.
“Getting billing right means having data that’s current, accurate and already in the right place when you need it,” said Rick Stern, Senior Director of Platform at Sherweb. “That’s often on MSPs to manage manually syncing records, catching errors, correcting changes that didn’t track. We built this integration so that work happens automatically, and MSPs can spend that time on their clients instead.”
