Pulseway PSA

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

Integration features

Once configured, the Pulseway PSA integration will:

• Sync accounts (companies) from Pulseway PSA into Hudu
• Sync contacts associated with those accounts

What Hudu needs

To connect to Pulseway PSA, Hudu requires the following information:

• Fully Qualified Domain Name (FQDN)
• Tenant ID
• 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

• Select Default Asset Layouts

  • Choose an asset layout (must be an active asset layout) from the list to designate as the default asset layout

  • This default asset layout will store information that is pulled in but not explicitly mapped to another asset layout

  • The Pulseway PSA integration requires one default asset layouts for contacts

• Select any additional options:
  • Auto-update names of Assets - If name is changed in Pulseway PSA, the name will automatically be updated in Hudu
  • Do not update basic company details - This will prevent the company details from being changed in Hudu if they are changed in Pulseway PSA
• Click Save Settings.

Step 2. Test the Connection and run an initial sync

• On the integration overview page, click Test Connection
• If successful, start an initial sync to bring in Pulseway PSA Accounts

Step 3. Match Pulseway PSA Accounts

• Before [customers] from Pulseway PSA can be brought into Hudu, they must be matched to:

  • Existing companies in Hudu, or

  • New companies you create in Hudu

• Hudu recommends matching one client first for testing to ensure data imports correctly

• When the integration runs successfully for the first time:

  • Clients from Pulseway PSA are imported

  • They appear in the Matched Companies List for the integration

• Navigate to Hudu Admin → Integrations → Pulseway PSA

• Open the integration and click Match Companies

• Review the list of companies and choose one of the following options:

  • Bulk create and/or match all companies

  • Match a company to an existing Hudu company

  • Create a new matched company in Hudu from a Pulseway PSA company

  • Leave a company unmatched (it and its data will not be imported)

• After matching companies, re-run the integration import to populate data for the matched or newly created companies