The Outlook plugin for HaloPSA and Autotask.
See who an email is from, their open tickets and recent activity. Then add it to a ticket or raise a new one, without leaving Outlook.
For new and classic Outlook for Windows, Outlook for Mac and Outlook on the web.
HaloPSASam Carter
AutotaskHaloPSA Outlook plugin
A Halo Outlook add-in for MSPs on HaloPSA. Each agent signs in to Halo as themselves, sees the sender's user, client and site, and can append the email to a ticket as an action with the right outcome, create a ticket with the ticket type they choose, or save a CRM note on the client. Rich text and screenshots are kept.
- Append as a Halo action, hidden from the end user by default
- Create tickets with your default ticket type
- CRM notes on the client and user
Autotask Outlook plugin
An Autotask Outlook add-in for MSPs on Autotask PSA. It finds the contact and company from the email, lists their open tickets and latest ticket notes, and lets you add the email as a ticket note, create a new ticket, or log a company note, with screenshots attached to the ticket.
- Ticket notes with your chosen note type
- New tickets with status, priority and source filled in
- Company notes linked to the contact
What it does
Knows who it is from
Matches the sender to a contact by email, or to the company by domain, and shows their site, open tickets and last activity at a glance.
Append email to a ticket
Add the email to any open HaloPSA or Autotask ticket as an action or note. Edit it first, pick the outcome, and choose whether the customer can see it.
Create tickets from email
Raise a ticket from the email for the right client and contact, with your default ticket type remembered for next time.
Keeps screenshots
Formatting and pasted screenshots come across into HaloPSA. Signature logos are filtered out, and you choose which attachments to copy.
Client and company notes
Log an email against the client (HaloPSA CRM note) or company (Autotask) instead of a ticket, or both at once.
Signs in as you
In HaloPSA every agent signs in as themselves, so every action is recorded under their own name.
How it works
Install
Your Microsoft 365 admin deploys the add-in to everyone, or you add it to your own mailbox by link.
Sign in once
HaloPSA: sign in as yourself. Autotask: an API user. It stays signed in, on every account in Outlook.
Open an email
The pane finds the contact and their tickets. Append, create or note in a couple of clicks.
Beta testers wanted
Help shape the Outlook plugin for HaloPSA and Autotask
We're looking for a small group of MSPs to try it before it opens up. Beta testers get early access, a direct line to us, and a say in what comes next.
Register your interest and we'll email a download link and setup guide.
Download
HaloPSA edition
Adds the HaloPSA icon to the Outlook toolbar and opens straight to HaloPSA sign-in.
Autotask edition
Adds the Autotask icon to the Outlook toolbar and opens straight to Autotask sign-in.
Beta testers receive their download link by email. Register interest.
Security
- No database of your data. Your sign-in is encrypted (AES-256-GCM) and kept only as ciphertext in your Outlook, for 30 days or until you sign out.
- HaloPSA uses OAuth with PKCE: each agent signs in as themselves, with their own Halo permissions.
- The add-in can only read the email you have open. Appending never emails your customer.
- Email content is sanitised before it is shown or sent, so nothing in an email can run.
FAQ
Is there an Outlook plugin for HaloPSA?
Yes. PSA Outlook Plugin works with HaloPSA: each agent signs in as themselves, sees the sender’s user and client, and can append emails to tickets as actions or create new tickets from Outlook.
Is there an Outlook plugin for Autotask?
Yes. It works with Autotask PSA through an API user: it finds the contact and company, shows open tickets, and adds emails as ticket notes or new tickets.
Which versions of Outlook does it support?
New and classic Outlook for Windows, Outlook for Mac and Outlook on the web. It is not available in the Outlook mobile apps.
How do I get it?
It is in beta with a small group of MSPs. Register your interest and we will email you a download link and setup guide when your place is ready.
Does it work with several mailboxes?
Outlook add-ins attach to each mailbox, so it is deployed per Microsoft 365 tenant or added to each mailbox by link. You sign in to your PSA once per computer.
Are screenshots kept?
Yes. In HaloPSA the email keeps its formatting and inline screenshots. Autotask stores ticket notes as plain text, so screenshots are attached to the ticket instead.