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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 include https & /api while adding the credentials in HaloPSA).
Enter Tenant Name: Enter the Halo PSA Tenant name for the credentials to be added.
6. Enter Authorisation Server: Enter the Halo PSA Authorisation Server for the credentials to be added (Please do not use include 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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Default Template
When the credentials are added, an option to add the Default Template is seen.
Instead of selecting each time for ticket creation in Integration action, we can add a default template here for a particular integration.
In the Default template, choose the Select SLA for Ticket Creation, Priority for Ticket Creation, Ticket Type for Ticket Creation, Status for Ticket Creation, Status for Ticket Close, Team for Ticket Creation, Agent for Ticket Creation, client for Ticket Creation, user for Ticket Creation, Category for Ticket Creation, Urgency for Ticket Creation, Impact for Ticket Creation.
Click on Save once all the fields are selected.
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When the template is added successfully, under the credentials section next to the credential name will get a green tick mark(
).
How to fetch the details of Halo PSA:
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Here a set of Events is to be set to get notified on. Those events are categorized under Agent, Company, Asset, Ports, Remediation, and AD Audit.
Enter the Event Name and select the category of an Events Event as required.
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Every Category has a set of events/alerts under them which needs to be selected as per requirement.
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e.g. Asset category has below-listed alerts and selection of all or any is allowed.
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Once the above details are provided, click on Save.
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There is an option to Edit, Delete and Set as default for the Notification Rules using the Action column. The listed Notification Rule can be edited and deleted as needed.
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As shown in the below image, select the Local company( CyberCNS) and ConnectWise company by using a dropdown or with the search bar as per the requirement so it will map the companies accordingly.
Click on the checkbox to enable Create ticket.
From the dropdown select the event set and Integrate Profile and click on
button to add the event set and integration profile.Once the company is selected click on ‘Add' to select the company.
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Using the Action column, you can edit and delete the integration mapping. Any mapping can be removed if necessary.
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This completes the documentation of Halo PSA Integration.