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Enter Credential Name: Choose a name of your choice for the credentials to be added.
Enter Client ID: Enter a Halo PSA Client ID for the credentials to be added.
Enter Client Secret: Enter a Halo PSA Client Secret for the credentials to be added.
Enter Domain: Enter the Halo PSA Domain name for the credentials to be added (Please do not use https while adding the credentials in HaloPSA).
Enter Tenant Name: Enter the Halo PSA Tenant name for the credentials to be added.
Enter Authorisation Server: Enter the Halo PSA Authorisation Server for the credentials to be added (Please do not use https while adding the credentials in HaloPSA).
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Once all the details above are provided, SAVE the data. Likewise, you can add multiple credentials in this section using the '+' sign.
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| Info |
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Please make sure not to use https in the Domain name and Authorisation Server while adding Halo PSA credentials. |
🔹 How to fetch the details of Halo PSA:
Tenant Name, and Authorisation Server to get from Halo PSA API section. Below is the snapshot for your reference.
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Now click on Finish to import all the selected Halo PSA companies. This completes importing companies from Halo PSA.
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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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