The Pulseway PSA integration connects Pulseway PSA to Hudu, allowing accounts and contacts to be synchronized.
What you'll need
Before setting up the Pulseway PSA integration, make sure you have the following:
- Administrator access to Hudu
- A Pulseway PSA user account with API or integration permissions
- Your Pulseway PSA tenant information and login URL
At any time, you can come back to your Hudu admin area → Integrations → Pulseway PSA to make changes to the integration
Integration features
Once configured, the Pulseway PSA integration will:
- Sync accounts (companies) from Pulseway PSA into Hudu
- Sync contacts associated with those accounts
You can use Connected Fields to map information from this integration into Hudu custom fields. This allows data to appear in list views and be fully searchable across your account. Learn more →
What Hudu needs
To connect to Pulseway PSA, Hudu requires the following information:
- Fully Qualified Domain Name (FQDN)
- Tenant
- Username
- Password
Obtaining the Pulseway information
You can obtain the required information from Pulseway PSA:
-
Fully Qualified Domain Name: The URL used to access Pulseway PSA (for example,
psa.pulseway.com) - Tenant ID: Provided by Pulseway and unique to your organization
- Username and Password: Credentials for a Pulseway PSA user with integration permissions
It is recommended to use a dedicated service account for integrations.
Enabling the Pulseway PSA Integration
Integrations can be enabled at any time, during Hudu environment testing or in production.
Once enabled, integrations can be merged into existing documentation based on predefined rules.
This allows you to configure the integration upfront or connect it later as needed.
-
To enable the Pulseway PSA integration:
Navigate to the Hudu admin area (Admin → Integrations).
Select Pulseway PSA from the list.
Setting up the integration in Hudu
Step 1. Connect to Pulseway PSA
- Enter the required Pulseway PSA information:
- Fully Qualified Domain Name
- Tenant ID
- Username
- Password
- Save Credentials
Step 2. Test Connection
- At the top right of the integration page, click Test Connection.
- If the connection is successful, a Connection successful message displays and the Activate and Sync button becomes clickable.
- The Options section also appears on the Settings tab once the connection is successful.
- If the connection is not successful, you will receive an error and will not be able to continue the setup. Review the credentials entered in Step 1, click Save Credentials, and test the connection again.
Step 3. Activate and sync
- Click Activate and Sync to run the initial sync. This begins pulling over your Pulseway PSA companies so they can be matched in Hudu.
- The integration status changes to Syncing, and the Activate and Sync button is replaced by Sync Now and Pause Integration.
Sync time varies depending on the amount of data. You can navigate away from the page while a sync is in progress and check the Logs tab for status updates.
Step 4. Choose your options
- In the Options section, select any of the following:
- Auto-update names of assets - Automatically syncs asset names from Pulseway PSA to keep them current in Hudu.
- Do not update basic company details - Prevents updates to synced status and active/inacive state on existing Hudu companies.
- Click Save Options.
- Click Sync Now. Once the sync completes, the Companies section appears on the Settings tab.
Step 5. Match Pulseway PSA companies
- Before data from Pulseway PSA can be brought into Hudu, companies must be matched to:
- Existing companies in Hudu, or
- New companies you create in Hudu
- Hudu recommends matching one company first for testing to ensure data imports correctly.
- On the Settings tab, scroll to the Companies section.
- Open the Unmatched tab. Use the All match types, Suggested matches, and No suggested matches filters to narrow the list. Suggested matches are shown in the Match column.
- Select the companies you want to match, then use the Bulk actions menu to choose one of the following:
- Bulk accept/create for all - Accepts suggested matches and creates new Hudu companies for the rest
- Change match - Matches the company to a different existing Hudu company
- Delete matches - Removes the match
- Companies left unmatched, and their data, will not be imported.
- Matched companies move to the Matched tab.
Step 6. Sync your data
- Click Sync Now to pull over data for the matched or newly created companies.
- Re-sync any time changes are made to company matching.
- Cards are not created yet; they are created once default asset layouts are set and the integration is synced again.
- You can review sync progress and any warnings on the Logs tab.
Step 7. Select default asset layouts
- In the Asset Layouts section, select a default asset layout for each category .
- Only active asset layouts are available to select.
- Click Save Asset Layouts.
Changes to default asset layouts only apply to new data that has not already been synced into Hudu.
If you don't see/have not created any asset layouts yet, you’ll need to create these. Visit Asset layouts for additional information!
FAQ
Native integrations will automatically re-sync (update) every 3 hours. You can also use either the global or the card-specific re-sync features to refresh native integration syncs at any point.
If the Pulseway PSA sync has been loading for a significant amount of time (it can take up to 10 minutes), follow the steps below:
- Test the connection to ensure Hudu and Pulseway PSA are communicating correctly.
- Verify your Pulseway PSA credentials.
- Refresh the page (while a sync is actively running).
- Stop the sync and restart the sync.
It should appear on subsequent re-syncs. If it is still not appearing, ensure that it has not been archived and still exists in your sort rules.
Active integrations sync automatically every 3 hours; manual re-syncs can be performed either within an integration's settings page or by clicking the top right re-sync button.