HaloPSA & Zoho
From login to HaloPSA to a document in Zoho
GetMyInvoices handles the login to HaloPSA, retrieves invoices and receipts, and transfers them securely to Zoho.
Why connect HaloPSA with Zoho?
GetMyInvoices connects to your HaloPSA account, automatically retrieves your invoices and receipts, and transfers them ready for booking to Zoho. You no longer need to log in to HaloPSA manually, and your receipts land directly where your accounting works with Zoho. One connection covers every HaloPSA account and every recurring billing period.
- Automatic retrieval to Zoho: connect HaloPSA once, never log in for an invoice again.
- Booking-ready in Zoho: the PDF plus the structured data your accounting needs.
- Built for many accounts: agencies, IT service providers and tax firms in one dashboard.
Over 20,000 businesses rely on GetMyInvoices
From HaloPSA to Zoho automatically
Three things happen automatically once HaloPSA is connected, so your invoices reach Zoho without manual work.
Retrieves every HaloPSA invoice
GetMyInvoices logs in to HaloPSA Cloud and Robot on a schedule and downloads each new invoice for you, including past invoices still available in your account.
Captures the data, not just the PDF
Each invoice is read, sorted and enriched with structured fields like invoice number, date, net, gross and VAT, then archived in a GoBD-compliant way.
Delivers your invoices to Zoho
Invoices and their data are exported to Zoho, ready for your tax advisor to book. No re-typing, no missing receipts.
Proven performance by GetMyInvoices
''From HaloPSA login to Zoho in four steps''
Set it up once. After that, every HaloPSA invoice finds its way into Zoho on its own.
- 1
Connect your HaloPSA account
Add HaloPSA in GetMyInvoices and enter your login once. The connection is stored securely and used only to fetch your invoices.
- 2
Invoices are retrieved automatically
GetMyInvoices logs in for you on a schedule and downloads every new HaloPSA invoice as a PDF plus structured data. No manual login required.
- 3
Data is prepared for booking
Each invoice is sorted, validated and enriched with the fields your accounting needs, then archived in a GoBD-compliant way.
- 4
Export to Zoho
Invoices and their data are exported to Zoho on your export schedule, ready for your tax advisor to book.
HaloPSA also exports to these systems
Your HaloPSA login stays protected
From the HaloPSA login to the Zoho export, we treat your credentials and your invoices accordingly.
Encrypted, or no password at all
Your HaloPSA login is stored encrypted and cannot be viewed by GetMyInvoices staff. Prefer to store no password? Bring your HaloPSA invoices in by email instead, through a dedicated GetMyInvoices inbox.
Hosted in Germany, GDPR
GetMyInvoices is GDPR-compliant and hosted in Germany. All data is transferred over HTTPS.
GoBD-compliant archive
Every HaloPSA invoice is archived in a GoBD-compliant way, with the original document kept alongside its data.
About HaloPSA & Zoho
HaloPSA
HaloPSA is software for IT service management, through which companies bill contracts, licenses, and services. This generates invoices and receipts that belong in accounting. Automated processing eliminates the tedious manual downloading of individual documents.
Zoho
Zoho is the integration that receives your HaloPSA invoices and receipts. GetMyInvoices downloads them automatically and hands them over ready to book — no manual downloading needed.
GetMyInvoices sits between HaloPSA and Zoho: it downloads the invoice at HaloPSA and delivers it to Zoho, ready to book.
Frequently asked questions about HaloPSA, Zoho and GetMyInvoices
Connect your HaloPSA account in GetMyInvoices once. From then on, GetMyInvoices logs in for you on a schedule and retrieves every new invoice as a PDF plus structured data, without you opening the HaloPSA console again.
Your HaloPSA credentials are stored encrypted and cannot be viewed by GetMyInvoices staff. They are used only to retrieve your invoices. GetMyInvoices is GDPR-compliant, hosted in Germany, and transfers all data over HTTPS.
If a login stops working, for example after a password change, GetMyInvoices flags the connection in your dashboard and notifies you. You update the credentials once and automatic retrieval continues.
Yes. You can connect multiple HaloPSA Cloud and Robot accounts and manage them from one GetMyInvoices dashboard. This is built for agencies, IT service providers and tax firms handling many clients.
To Zoho and more than 50 further integrations such as Lexware Office, sevdesk, Addison, Google Drive and Dropbox. You can also export in formats like CSV, ZUGFeRD and X-Rechnung. Your HaloPSA invoices arrive booking-ready in the tool your accounting uses.
GetMyInvoices archives your HaloPSA invoices in a GoBD-compliant way and keeps the original document alongside the extracted data. GoBD-compliant does not mean GoBD-certified; please confirm the specifics for your setup with your tax advisor.
No. You can start retrieving and organizing your HaloPSA invoices in GetMyInvoices right away. The Zoho export is available once you or your tax advisor connect Zoho. Everything else works without it.
Alongside the original PDF, GetMyInvoices captures the structured fields such as invoice number, date, net and gross amounts and VAT, and passes them to Zoho so your tax advisor can book without re-typing.
Ready to automate your
HaloPSA invoices?
Try GetMyInvoices with no obligation and start collecting your HaloPSA invoices automatically, straight into Zoho.