Implement a user-configurable option in the Hudu interface to control whether agreements from the HaloPSA integration are synced into Hudu. This feature aims to provide flexibility for users who may not require agreements to be imported and want better control over their data flow.
Feature Details:
Location in UI:
Under Dashboard > Admin > Integrations > HaloPSA > Edit Settings
Functionality:
Introduce a checkbox labeled " Skip Sync Agreements from HaloPSA".
By default, the checkbox will be enabled(black), ensuring agreements are imported as they currently are.
If the user checks the box, the integration will exclude agreements from being pulled into Hudu during synchronization.
Benefits:
Enhances user control over data import from HaloPSA.
Allows users to exclude agreements if they are not relevant or required in Hudu.
Reduces unnecessary data clutter in Hudu for organizations that do not use the agreement data.
Example Scenario:
A company using HaloPSA only needs device and contact information in Hudu and prefers not to sync agreement details. With this feature, they can simply check the "Skip Sync Agreements from HaloPSA" box and continue using the integration without importing agreements.
Created by David K.
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