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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 include https & /api at the end of the domain name while adding the credentials in into 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 NOT include https while adding the credentials in HaloPSA).
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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.
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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(
).
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How to fetch the details of Halo PSA:
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For Client ID and Client Secret: In HaloPSA, navigate to Configuration → Integrations → HaloPSA API. Choose View Integrations, then click on "New".
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Application Name: Enter a relevant, such as a company name without spaces. Client ID and Client secret will be displayed by choosing Authentication Method as Client ID and Secret(Services).
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If enabled all permissions under permissions, select the client under the details agent to log in as: Please select the client here.
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For the client permissions please provide below mentioned access to allow the creation of the tickets.
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Please set all:standard parameter under permissions as Yes.
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Domain Name: Navigate to Configuration > Integrations > HaloPSA API > Resource Server will be the domain name(Copy the Domain Name to add to the CyberCNS Halo PSA Integration).
Please make sure NOT to use https in the Domain name and Authorisation Server while adding Halo PSA credentials.
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