Runbooks and automation
Halo runbooks that handle onboarding, offboarding, approvals and routine tasks, calling out to other systems wherever they need to.
HaloPSA and HaloITSM development
Halo Software Development
Halo software development is a big part of what we do. We've been building on Halo for years, from runbooks and custom integrations to full API projects, so if you want Halo to connect to another system or take repetitive work off your team, we can build it.
Built by the SmartStack development team. Part of Smart IT, a UK Managed Service Provider based in Gateshead.
Backed by Smart IT's accreditations
Experience
Years of building on Halo
We've worked with Halo's API and runbook engine for years, building automations, integrations and custom tools for service businesses. We run an MSP ourselves, so every Halo software development project we take on is built around how MSPs and IT teams actually use Halo.
Years of Halo API and runbook development
Runbooks, integrations and custom apps
Developers who know how an MSP works
What we build
Halo software development: what we can build
A few examples of the work we do. If it has an API, or a process your team repeats every week, there's a good chance we can connect it to Halo.
Licence and subscription sync
Combine Microsoft 365 and distributor licence counts and keep Halo recurring invoices accurate, with seat totals and rounding handled for you.
Accounting and invoicing
Send Halo invoices into Xero, Sage 50 or other accounts packages, with customer matching, tax codes and nominal code mapping.
Custom integrations
Connect Halo to line-of-business apps, monitoring tools or supplier systems through the Halo REST API and custom integration endpoints.
Reporting and data
Get ticket, time, contract and asset data out of Halo and into Power BI, Excel or a data warehouse for the reports you can't build in Halo alone.
Portals and web forms
Feed tickets, requests and enquiries into Halo from your website or a branded client portal, with the right fields filled in from the start.
How we build
Built on Halo's API and runbooks
We build the way Halo is designed to be extended, so your integrations stay supported, secure and easy to change.
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API first, always
Every change goes through the Halo API, never direct database edits, so your data stays consistent and your instance stays supported.
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Native runbooks where they fit
We use Halo's own runbook engine wherever we can, and only add custom endpoints when a job needs them.
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Secure by design
Dedicated API applications with only the permissions they need, built by a team certified to ISO 27001.
POST /api/Tickets
[{
"summary": "New starter: J. Smith",
"client_id": 42,
"tickettype_id": 3
}]
201 Created
Runbook: New starter onboarding
M365 licence assigned
Recurring invoice updated
Why us
Why choose SmartStack for Halo?
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We speak MSP
Contracts, recurring billing, licence counts and SLAs are part of our day job, so you won't spend weeks explaining how your business works.
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PSA integration specialists
We also build integrations for Autotask and RangerMSP, so we know the patterns that work across PSA platforms.
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UK based and accredited
Backed by Smart IT's ISO 9001, ISO 27001 and Cyber Essentials certifications.
How it works
From idea to live integration
A clear process so you know what's being built, what it costs and when it'll be ready.
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1
Discovery call
We talk through what you want Halo to do, the systems involved and how your team works today.
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2
Specification and quote
You get a clear written scope and a fixed quote before any work starts.
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3
Build and test
We build against your Halo setup and test thoroughly before anything goes live.
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4
Go live and support
We help you switch over, then offer ongoing support to keep everything running as Halo evolves.
FAQs
Common questions
Do you work with HaloPSA and HaloITSM?
Yes. Both are built on the same Halo platform and API, so the same integration and runbook skills apply to either.
Do you need access to our Halo instance?
We'll ask you to set up a dedicated API application with only the permissions the work needs. You stay in control and can revoke access at any time.
Can you build or fix runbooks for us?
Yes. We can build new runbooks from scratch or take a look at existing ones that aren't behaving the way you expect.
How much does a Halo integration cost?
It depends on what's involved. After a discovery call we'll give you a written scope and a fixed quote, so you know the full cost before any work starts.
What happens when Halo updates?
We offer ongoing support to keep your integrations and runbooks working as Halo releases new versions.
Do you also develop for Autotask?
Yes. Autotask development is where we started, and our upSync and AT2Sage products are used by MSPs across the UK. See our Autotask software development page for more.
Need Halo to do more?
Tell us what you're trying to automate and we'll scope your Halo software development project.
