Renewals

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What renewals tracks

The renewals system in Halo gives you a single place to see:

• When each customer’s contract is up for renewal
• What contract terms they’re on
• Their current renewal status (up_for_renewal, at_risk, set_to_cancel, renewed, etc.)
• Whether they’re trending toward expansion or churn

Data comes from three places:

1. Stripe — subscription status, MRR, renewal dates
2. PandaDoc — contract dates and terms from signed documents
3. Manual — anything you enter or push via the API

Configure at Settings > Renewals.

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Where data lives

Renewal fields live on both companies and contacts: You can edit all of these manually on the contact or company detail page, push them via REST, or let auto-status rules manage them.

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Renewal statuses

Some are set automatically by rules, others are set by your team in the inbox or company detail.

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Auto-status rules

In Settings > Renewals, you can configure rules that automatically update renewal status:

• “Up for renewal” within N days — when renewal_date is within N days, set status to up_for_renewal
• “At risk” below health threshold — when health score drops below N, set status to at_risk
• “Expansion opportunity” — based on health score, employee count, or MRR thresholds
• “Set to cancel” — pulled directly from Stripe when the subscription is canceled or scheduled to cancel

Rules run on a schedule and on data changes. You can override an auto-set status manually.

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Data sources

Pick which sources Halo uses for which fields:

• Stripe (preferred) — for subscription-based businesses. Requires Stripe connected.
• PandaDoc — for contract-driven sales. Requires PandaDoc connected.
• Manual — when you don’t have either, or want full control.

When you have Stripe connected, an extra Priority section lets you decide which source wins for renewal_date and payment_terms — Stripe, PandaDoc, or manual only.

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Visibility filters

Choose what shows up in renewal-related views:

• All — every record, even those with no renewal data
• With renewal data — only records that have a renewal_date or contract_term
• Active only — only records currently active (filtered by Stripe status when applicable)

You can also exclude contract-only records that don’t have an active subscription.

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CSV import

For bulk migration of renewal data from a spreadsheet, use CSV Import under Settings > Renewals:

1. Click Import
2. Upload a CSV (up to 5,000 rows)
3. Map columns to fields
4. Identify records by company name / domain / external ID or user email / external ID
5. Confirm

Failed rows are reported with reasons.

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Renewals on company and contact pages

Open any company at Companies > [Company] to see:

• A renewal panel showing status, dates, terms
• Edit-in-place for manual updates
• A view of recent activity that might affect renewal

Same on contact pages when entity is set to users.

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Where to go next