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(Please do NOT include https while adding the credentials in HaloPSA).
Once all the details above are provided, SAVE the data. Likewise, you can add multiple credentials in this section using the '+' sign.
Under the Halo PSA click on API Details here we will get the Details about the Resource Server, Authorisation Server, and Tenant Name.
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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.
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Click on Manage Company Mapping.
Choose Halo PSA Credentials from the dropdown and click on + Add to add Integration Mapping.
In New Company Mapping, choose the Halo PSA Credential which is listed. (These are to be added under the Integration Credentials section for Halo PSA).
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One of these two options could be selected
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To import multiple companies from Halo PSA, choose Import Companies from Halo PSA, and click on Next.
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In As per the 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.
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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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when the companies are imported, the names will be created with the selected company name and site_id, which refers to site numbers.
Click on the checkbox to enable Create Ticket. This is create a ticket with PSA for selected events.
To enable the pushing asset configuration to PSA, need to Enable configuration under the integration company mapping.
From the dropdown select the event set and Integrate Profile and click on
button to add the event set and integration profile.Once the Event Set, Integration profile is selected click on ‘Add' to select the company and click on Next.
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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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Click on +Add to and select Map Existing Company to Halo PSA company.
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In case the local company is already created to be mapped with Halo PSA company, then select Map Existing Company to Halo PSA company to add map existing company and click on Next.
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As shown in the below image, select the Local company( CyberCNS) and ConnectWise HaloPSA company by using a dropdown or with the search bar as per the requirement so it will map the companies accordingly.
when the companies are imported, the names will be created with the selected company name and site_id, which refers to site numbers.
Click on the checkbox to enable Create a TicketTicket.
To enable this configuration, need to Enable configuration under the integration company mapping.
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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Once all the fields are provided, click on Finish.
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Selected companies are shown in the image below, along with details such as Existing Company Name, Company Name, and Mapped Date.
Here click on Copy Settings toCopy the company mapping settings to other company mappings.
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To copy the settings, select the desired company mappings and click on Update. This will copy the event set, integration profile, and ticket creation fields from the source company mapping to the selected target company mappingsmapping.
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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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Click on Edit to update Company mapping.
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This completes the documentation of Halo PSA Integration.