This is a commonly used & easy to set up PSA Integration supported by CyberCNS.
Using CyberCNS PSA integration capability, tickets can be raised for certain items from CyberCNS.
Some of these screens are likely to change as we continue adding more features.
Select Integration
Navigate to Global Settings(⚙) > Integrations and choose Halo PSA from the integrations listed.
It will lead you to a page where you can add credentials for Halo PSA Instance. Please provide details as requested.
Enter Credentials
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).
Once all the details above are provided, SAVE the data. Likewise, you can add multiple credentials in this section using the '+' sign.
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.
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.
The next step is to map local companies in CyberCNS to Halo PSA companies corresponding to the selected domain.
Company Mapping
Click on 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 of your choice from the dropdown.
One of these two options could be selected
🔸Import Companies from Halo PSA:- To import multiple companies at a time.
🔹Map Existing Company to a Halo PSA company:- To map an existing company in CyberCNS to the Halo PSA company.
To import multiple companies from Halo PSA, choose Import Companies from Halo PSA, click on Next.
In the image below, the company can be searched using the search option.
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.
Now click on Finish to import all the selected Halo PSA companies. This completes importing companies from Halo PSA.
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.
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.
In the image below, 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.
Notification Rules
Users will be able to set notification rules from integrations right away for conditions listed under it.
Navigate to Notification Rules under an integration selected.
Enter the Rule Name and select the Company Name as required.
Once the company is selected, please click on Next.
Select the Event as required and click on Next.
Once you have chosen the Events, choose the appropriate subtype of that Event.
Select the credential and fill out all of the required fields in the Integration Parameters.
Once the below details are provided, click on Save.
There is an option to Edit and Delete the Notification Rules using the Action column. The listed Notification Rule can be edited and deleted if needed.
This configured integration can be used for appropriate functionality in CyberCNS.
This completes the Halo PSA integration.