HaloPSA

HaloPSA Integration Guide

Introduction

HaloPSA Integration will allow you to create issues with the detailed data per customer when the action will be called.

Prerequisites

• A HaloPSA Agent account with required privileges.

• API credentials (Application) with required permissions.

Required Privileges for Agent Account

Tickets Access Level	Read and Modify
Clients Access Level	Read Only
Users Access Level	Read Only
Assets Access Level	Read Only
Can add new Tickets	Yes
Can edit closed Tickets	Yes
Can view Unassigned Tickets	Yes
Can view Tickets that are assigned to other Agents	Yes
Can change a Ticket's Ticket Type	Yes
Can Re-assign Tickets	Yes
Can Edit Advanced Ticket Details	Yes
Editing of Actions	Can Edit Own Actions Only
Can assign to Agents in Teams the Agent is not a member of	Yes
Can Edit Tickets Which Are Not Assigned To Them	Yes
Can always update Ticket Statuses and re-assign Tickets outside of actions	Yes
Allow use of all Asset Types	Yes
Allow use of all Ticket Types	Yes
Allow use of all Asset Fields	Yes

To create an Agent Account, follow these steps:

1. Login to HaloPSA Agent Portal

2. Go to Configuration → Teams & Agents → Agents.

3. Click “+ New”

4. Add username : Perimeters and click “Save”

5. Go to the “Permissions” tab and click “Edit”.

6. Select the Agent Permissions

7. Click “Save”

8. Click “edit” in the “Departments & Teams” tab.

9. In the Teams section, click “+ Add” and select the teams you want to add perimeters to and send tickets to and click “Save”.

Required Permissions for API Credentials (Application)

Scope	Usage
read:tickets	Read tickets that are opened by perimeters
edit:tickets	Create and update tickets
read:customers	Read Customer Inventory
read:assets	Read Asset Inventory
read:projects	Read Projects
all:teams	Read Teams and Members

To create API Credentials (Application), follow these steps:

1. Login to HaloPSA Agent Portal.

2. Navigate to Configuration → Integrations → HaloPSA API → View Applications.

3. Click "+ New".

4. Fill the following information:

   • Application Name: Perimeters

   • Authentication Method: Client ID and Secret (Services)

   • Login Type: Agent

   • Agent to login in as: Perimeters (Agent created via following perimeters' instructions from the previous step.)

5. Make sure to copy your Client ID and Client Secret. Once you are finished, navigate to the Permissions tab.

6. Select the following permissions:

   • read:tickets

   • edit:tickets

   • read:customers

   • read:assets

   • read:projects

   • all:teams

7. Click Save at the top left to finish creating the Application.

Onboarding HaloPSA in your Perimeters account

1. Go to Integrations → Response and Automation → Select "HaloPSA" -> Click "+ Add" -> Click "+ Start Integration".

2. "Namespace" - Fill in the domain name for your HaloPSA instance. For example, if your HaloPSA domain name is "perimeters.halopsa.com" you would enter "perimeters" in this field.

3. "Client ID" - Provide the Client ID that was create in earlier steps.

4. “Client Secret” - Provide the Client ID that was create in earlier steps.

5. Click "Finish" to complete the onboarding process.

Once you have completed these steps, HaloPSA should be successfully integrated with your Perimeters account.