PSA: Halo PSA

Owned by Ryan Seymour, created
Last updated: Oct 11, 2024
6 min read
https://halopsa.com/

Best Practice: Review the 'Least Privileges for HaloPSA” on configuring security for the API so it does not use full admin rights. Least Privileges for HaloPSA Integration

Overview

Scan results are sent as tickets to HaloPSA, with options for Company syncing to inform teams of scan alerts/results.

The HaloPSA integration has 2 main integration points.

  1. Company Syncing - keep your companies synced between ConnectSecure and HaloPSA. You can import directly from HaloPSA or map an existing ConnectSecure company to a HaloPSA company. This ensures any alerts/tickets raised are going to the correct company.

  2. Create Ticket - enable ticketing integration using your defined Event Set and Integration Profile settings. This is optional and is not required to use Company Syncing options.

  3. Enable Configuration: enable the configuration sync to send all assets to the HaloPSA Assets

NOTE: If you are using Actions in HaloPSA to update tickets, you may need to consider the Private note settings to allow ticket updates from workflows.

VguQeMhve0ZvGhNkySAfF0OLEagJElZZ1Q-20240311-132549.png

Getting Started

  1. Navigate to Global > Settings/Integration > tap on the HaloPSA tile.

image-20240607-194656.png

Setup

Credentials

Complete the required fields and tap Update to continue:

Name: Give the integration creds a name of your choice.

Client ID: Enter the HaloPSA Client ID; you obtain this from your HaloPSA API > Applications by tapping into the View Applications section. Please refer to the HaloPSA KB here for additional info: https://halopsa.com/guides/article/?kbid=1823

 

Client Secret: Enter the HaloPSA Client Secret from the application generated above.

Domain: Enter the HaloPSA domain. Do not include https or /API at the end of the name. This is found in the URL when you are logged in; as shown here:

Tenant Name: Enter the HaloPSA tenant name; found on the HaloPSA API page.

Authorisation Server: In HaloPSA, click Configuration > Integrations > HaloPSA API to view your Resource Server, Authorisation Server, and Tenant Name.

(Be sure to copy the full authorization server here from https:// through /auth)

Associated Company: You can set this for All Companies or target a specific as needed.

Event Set

Tap on the Event Sets KB to see full information: Event Sets for Alerting

Integration Rules

Here, you define how the ticket is created in HaloPSA and which parameters are applied to the ticket upon creation. Complete all required fields and tap Save to continue.

The red highlight cell indicates a Required field.

Required Fields Indicated

Field

Description / General Use

Field

Description / General Use

Name

Set the name of the Integration Profile. We recommend separating them based on the ticket's ‘Priority’ so you have a profile for your P1, P2, and P3 tickets, and so on.

SLA For Ticket Creation

Select the SLA from HaloPSA configured options.

Priority For Ticket Creation

Select the Priority based on your HaloPSA configured options.

Ticket Type For Ticket Creation

Select the Ticket Type based on your HaloPSA configured options.

Status For Ticket Creation

Select the Open Status based on your HaloPSA configured options.

Status For Ticket Close

Select the Closed Status based on your HaloPSA configured options.

Team For Ticket Creation

Select the Team based on your HaloPSA configured options.

Agent For Ticket Creation

Select the Agent based on your HaloPSA configured options.

Client For Ticket Creation

Select the Client based on your HaloPSA configured options.

User For Ticket Creation

Select the User based on your HaloPSA configured options.

Category For Ticket Creation

Select the Category based on your HaloPSA configured options.

Urgency For Ticket Creation

Select the Urgency based on your HaloPSA configured options.

Impact for Ticket Creation

Select the Impact based on your HaloPSA configured options.

Event Set

Select the associated Event Set from ConnectSecure. This is the association the Event Set uses when creating tickets.

Company Mapping

This is where you manage your company mappings between HaloPSA and ConnectSecure; you can import them directly from HaloPSA or map existing ConnectSecure companies to HaloPSA companies using the Add button. These mappings also include what Event Set and Integration Profile settings apply to the company when using the Create Ticket option.

Upon saving, the Selected Companies section appears with your mapping selection(s). You can use the three-dot action menu to Edit, Delete, or Copy the company mapping and settings.

Enable Configuration

Sync the All Assets section from the ConnectSecure portal to the HaloPSA Assets.

Set the ‘Enable Configuration’ checkbox to turn this on; uncheck to turn it off. This is found in the Company Mapping section of the integration settings. You can add this while creating a new company or tap Edit on an existing one to change this.

Example of ConnectSecure portal All Assets section:

Syncing to the HaloPSA Assets

Service Ticket with Asset information example:

Get Support

If you have an integration-related inquiry, please email support@connectsecure.com with the details, and our Support Team will assist you.