{"id":5211,"date":"2026-07-02T08:00:00","date_gmt":"2026-07-02T05:00:00","guid":{"rendered":"https:\/\/support.withsecure.com\/?post_type=changelog&#038;p=5211"},"modified":"2026-10-19T11:41:07","modified_gmt":"2026-10-19T08:41:07","slug":"psa-rmm-integrations-2026-07-02-automated-subscription-provisioning-for-halo-psa-and-autotask-psa","status":"publish","type":"changelog","link":"https:\/\/support.withsecure.com\/en\/changelogs\/psa-rmm-integrations-2026-07-02-automated-subscription-provisioning-for-halo-psa-and-autotask-psa\/","title":{"rendered":"PSA\/RMM integrations 2026-07-02: Automated subscription provisioning for Halo PSA and Autotask PSA"},"content":{"rendered":"<h2 data-id=\"automated-subscription-provisioning-for-halo-psa-and-autotask-psa\">Automated subscription provisioning for Halo PSA and Autotask PSA<\/h2>\n<p><strong>No more manual subscription setup.<\/strong>\u00a0If you manage WithSecure\u2122 Elements for your customers through Halo PSA or Autotask PSA, you can now skip the manual work of creating and updating customer organizations and subscriptions in the Partner Portal entirely \u2014 it happens automatically from the billing tools you already use.<\/p>\n<h3 data-id=\"what-s-new\">What&#8217;s new<\/h3>\n<ul>\n<li><strong>Organizations and subscriptions provision themselves.<\/strong>\u00a0Add a WithSecure\u2122 product to a customer&#8217;s recurring invoice (Halo PSA) or recurring service contract (Autotask PSA), and the matching Elements subscription (and organization) is created automatically \u2014 no separate step in the Partner Portal or interaction with WithSecure&#8217;s support<\/li>\n<li><strong>Seat counts stay in sync.<\/strong>\u00a0The quantity\/units you set on the invoice or contract line item controls the number of seats available for that customer. Need to add or remove seats later? Just update the quantity<\/li>\n<li><strong>One less system to reconcile.<\/strong>\u00a0Because provisioning is driven by your PSA&#8217;s billing data, your customer subscriptions and your invoicing stay aligned by default, cutting down on mismatches between what you&#8217;re billing and what&#8217;s actually provisioned.<\/li>\n<li><strong>Fast turnaround.<\/strong>\u00a0New subscriptions and seat changes are picked up automatically within 15 minutes \u2014 or trigger it instantly with a one-click &#8220;Sync sites&#8221; action in the Elements Security Center if you don&#8217;t want to wait.<\/li>\n<li><strong>Clear visibility when something needs attention.<\/strong>\u00a0If a customer is missing required billing details (like address or a billing contact), provisioning simply won&#8217;t happen for that account, and you can see exactly why in the integration logs \u2014 no silent failures.<\/li>\n<\/ul>\n<h3 data-id=\"why-it-matters\">Why it matters<\/h3>\n<p>Previously, keeping WithSecure\u2122 subscriptions in sync with what you&#8217;d sold a customer meant maintaining them twice: once in your PSA for billing, and once in the Partner Portal for provisioning. That&#8217;s manual effort and a chance for the two to drift out of sync. Now your recurring invoices and contracts are the single source of truth \u2014 set it up once, and every new customer, upsell, or seat change flows straight through.<\/p>\n<h3 data-id=\"availability\">Availability<\/h3>\n<p>Available now to WithSecure Partners using the\u00a0<strong>Halo PSA<\/strong>\u00a0or\u00a0<strong>Autotask PSA<\/strong>\u00a0integrations in the Elements Security Center. Just turn on\u00a0<strong>Provisioning<\/strong>\u00a0in the integration configuration to get started. Not available for free trials or company-managed subscriptions.<\/p>\n<p>Learn how to set it up:\u00a0<a href=\"https:\/\/community.withsecure.com\/home\/leaving?allowTrusted=1&amp;target=https%3A%2F%2Fconnect.withsecure.com%2Fintegrations-catalog%2Fhalopsa%2F\" rel=\"nofollow noopener ugc\" target=\"_blank\">Halo PSA Integration<\/a>\u00a0\u00b7\u00a0<a href=\"https:\/\/community.withsecure.com\/home\/leaving?allowTrusted=1&amp;target=https%3A%2F%2Fconnect.withsecure.com%2Fintegrations-catalog%2Fautotask%2F\" rel=\"nofollow noopener ugc\" target=\"_blank\">Autotask PSA Integration<\/a><\/p>\n<h3 data-id=\"request-for-feedback\">Request for feedback<\/h3>\n<p>As this is the first release of automated provisioning, we&#8217;d be delighted to <a href=\"https:\/\/community.withsecure.com\/categories\/elements-integrations\" rel=\"nofollow noopener ugc\" target=\"_blank\">hear your feedback<\/a> on how to improve it.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Automated subscription provisioning for Halo PSA and Autotask PSA No more manual subscription setup.\u00a0If you manage WithSecure\u2122 Elements for your customers through Halo PSA or Autotask PSA, you can now&hellip;<\/p>\n","protected":false},"template":"","changelog_product":[131],"class_list":["post-5211","changelog","type-changelog","status-publish","hentry"],"acf":{"release_date":"20260702","version":"","source_system":"vanilla-import","source_foreign_id":"","import_hash":"dcd8a081f29529838529c72b621e975b6b7e2fae","vanilla_article_id":32990,"legacy_author":"ArtoV","vanilla_url":"https:\/\/community.withsecure.com\/changelogs-en\/kb\/articles\/32990-psa-rmm-integrations-2026-07-02-automated-subscription-provisioning-for-halo-psa-and-autotask-psa","vanilla_category_id":254,"machine_translated":false},"_links":{"self":[{"href":"https:\/\/support.withsecure.com\/en\/wp-json\/wp\/v2\/changelog\/5211","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/support.withsecure.com\/en\/wp-json\/wp\/v2\/changelog"}],"about":[{"href":"https:\/\/support.withsecure.com\/en\/wp-json\/wp\/v2\/types\/changelog"}],"wp:attachment":[{"href":"https:\/\/support.withsecure.com\/en\/wp-json\/wp\/v2\/media?parent=5211"}],"wp:term":[{"taxonomy":"changelog_product","embeddable":true,"href":"https:\/\/support.withsecure.com\/en\/wp-json\/wp\/v2\/changelog_product?post=5211"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}