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      How to Upgrade to HaloPSA Version 2.146 or Newer for Latest Sync Improvements

      Ensure Your System is Updated to Benefit from New Sync Enhancements and Avoid Disruptions to Your Account

      Overview

      To leverage the latest sync improvements in HaloPSA, it is essential that your HaloPSA instance is upgraded to version 2.146 or newer. This article provides the necessary steps to complete the upgrade and notify the relevant support teams to ensure your account is updated with the newest sync enhancements.

      Important Deadlines

      Ensure that the upgrade is completed by June 5, 2024 to avoid any disruptions to your Reconcile™ or Grow™ account. Delays in upgrading will impact your account's functionality and may prevent any synchronization with HaloPSA if not upgraded by June 5, 2024.

      What's Included in HaloPSA Version 2.146?

      HaloPSA version 2.146 includes new date filter options on the recurring invoice API endpoint, which are necessary for seamless synchronization with your Reconcile™ or Grow™ account.

      What's Improved

      • This update allows us to query recurring invoice schedule details more efficiently.
      • Ensures that all recurring invoices, whether linked to a contract or agreement within HaloPSA or not, are synced properly.
      • Improved time to sync.
      • Increased accuracy of synchronized data from HaloPSA.

      Steps to Upgrade

      If you want to take advantage of the latest HaloPSA sync improvements before June 5, 2024, please follow the steps below.

      1. Check Current Version

      Verify your current HaloPSA version by navigating to the "About" section. Click the help question mark button located at the top-right in your HaloPSA instance.

      2. Request Upgrade

      If your current version is below 2.146, contact the HaloPSA support team to request an upgrade to version 2.146 or newer. If you have a self-hosted instance of HaloPSA, you can upgrade to this version at any time.

      3. Notify Gradient MSP Support

      • Once the upgrade is complete, send an email to Gradient MSP support at support@meetgradient.com.
      • In your email, please confirm that your HaloPSA instance has been upgraded to version 2.146 or newer and request early access to the sync improvements.
      • Request that your account be upgraded to include the latest sync improvements.

      Additional Information

      If you encounter any issues or have further questions, please contact the HaloPSA support team or Gradient MSP support for assistance.