The Outlook add-in for HaloPSA teams

Close the gap between inbox and ticket.

Attach the right email chain, find the right Halo ticket, and keep every reply in sync—without leaving Outlook.

No card required Microsoft Entra sign-in Built for multi-company rollout
Outlook
● Connected
Outlook integration

Attach Email to Ticket

Add the open Outlook email to the right HaloPSA ticket.

2
Find a ticketSearch any ticket you can access.
Ticket number
Connected to HaloPSAReady to attach this email.
Quick accessMy open tickets
4821 New starter setupNorthstar Design · In progress
Works where your team already works Microsoft Outlook HaloPSA

Less tab switching, better tickets

The email workflow your service desk has been missing.

InboxLink keeps context intact from the first customer message to the final reply.

01

Attach the full chain once

Choose a Halo ticket and capture the conversation history on the first attach—formatted and readable.

02

Sync only new replies

InboxLink remembers the thread, avoids duplicates, and adds later replies to the same ticket automatically.

03

Find tickets in seconds

See assigned open tickets or search by ticket number without leaving the message you are working on.

04

Secure OAuth connections

Microsoft identifies the user; encrypted Halo grants keep passwords and client secrets out of the add-in.

05

Classic and new Outlook

Use the task pane for received mail and background send events to keep outgoing replies attached.

06

Company-by-company isolation

Every session, ticket mapping, and Halo connection is scoped to one Microsoft organisation at the database layer.

Simple by design

Three clicks from email to Halo.

No copy-paste. No hunting through browser tabs. No mystery about whether the ticket has the latest reply.

1

Open an email

InboxLink reads only the message data needed for the action you choose.

2

Choose the Halo ticket

Pick from your open queue or search for an exact ticket number.

3

Keep the conversation moving

Later replies are matched to the original ticket and duplicates are skipped.

SaaS-ready foundations

One product. Hard walls between companies.

Microsoft tenant identity is carried through users, encrypted Halo grants, browser sessions, bug-report links, and message mappings. PostgreSQL row-level security enforces the same boundary even if an application query is wrong.

Give your service desk its focus back.

Start with one Microsoft organisation and scale when your team is ready.

Start your pilot