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Navigate to Global Settings(⚙) > Integrations and choose Halo PSA from the integrations listed.
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It will lead you to a page where you can add credentials for Halo PSA Instance. Provide Please provide details as requested.
Enter Credentials
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Tenant Name, and Authorisation Server to get from Halo PSA API section. Below is the snapshot attached for your reference.
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Refer to this API documentation link of Halo PSA, to fetch the details of Client ID and Client Secret Key https://haloservicedesk.com/apidoc/info. Below are the snapshots attached for your reference.
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To import multiple companies from Halo PSA, choose Import Companies from Halo PSA, click on Next.
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In the image below image, the company can be searched using the search option given.
The Page Size shows the rows per page that can be displayed for search results and the Page shows the number of pages that can be displayed for a search result.
Click on Get Companies to show the list of the companies as requested in the search column.
Once searched as per the choice or the requirement it displays the search result in the Select Companies dropdown.
In case you want to manually search the company, you can simply click on the drop-down of Halo PSA Companies and it will list all companies available under Halo PSA.
Once the company is selected, it shows as an additional entry below. It can be deleted or click on Next to proceed further.
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In case the local company is already created in CyberCNS and needs to be mapped with Halo PSA company, then select Map Existing Company to Halo PSA company and click on Next.
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As shown in the below image, select the Local company and Halo PSA company by using a dropdown or with the search bar as per the requirement.
Once the company is selected click on ‘+' to select the company and click on Finish to map all the selected Halo PSA companies.
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In the image below image, selected companies can be seen with the details such as Existing Company Name, Company Name, and Mapped Date.
There is an option to Delete the Company mapping using the Action column. Any mapping can be deleted anytime if needed.
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