HaloPSA Integration
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      3. HaloPSA Integration

      HaloPSA Integration

      Overview of how to integration HaloPSA with HumanizeIT

      The permissions needed for the API integration between HumanizeIT and Halo are in the table below. Anything that is not listed should be left as “Not set”.

      Please create a new role and agent specific for HumanizeIT integration.

      API Role and Agent Creation in HaloPSA

      1. Create a new role with the permissions stated above
      2. Create a new agent named HumanizeITAPI
      3. Select the role you created for the API integration
      4. Ensure you select “Is an API-only Agent”
      5. Select the Default team for your agent. (This could be Operations or Service Desk as an example)
      6. Set Work Hours to 24 Hours
      7. Leave all other options as default, click Save
      8. Under Roles select the HumanizeIT API role you created to use for the API permissions
      9. Under Default Team select the team/s that your agent would need access to. For example: Operations/Service Desk
      10. Ensure options "Can see Unassigned Tickets for this Team" and "Can see Tickets assigned to other Agents in this Team" are both checked
      11. Under Default Departments, as all departments related to Support, Sales and Projects
      12. Ensure Membership Level is set to Modify All
      13. Under Work Hours select 24 Hours
      14. Save

      Halo Integration Configuration

      1. Navigate to Configuration > Integrations (located under the Advanced features)
      2. Select HaloPSA API
      3. Click on “View Applications”
      4. Click on New
      5. On the Details tab, enter HumanizeIT and ensure the tick box is enabled for Active
      6. Under Authentication Method select Client ID and Secret (Services)
      7. Ensure Login Type is set to Agent and Agent to log in as is set to your HumanizeIT API Agent account
      8. Copy your Client Secret and keep in a safe place as you cannot view this again
      9. On the Permissions tab, select “all:standard”
      10. Save

      HIT Integration Configuration

      1. Log into https://tool.managedservicesplatform.com/#/mycompany/integrations
      2. Select the HaloPSA tab
      3. Select the edit button on HaloPSA API Key
      4. Enter your details for Tenant Url, Client ID, and Client Secret
      5. Only for HaloPSA on-premise: Enter your Authorization Server and Tenant info. This can be obtained by clicking the 'API Documentation button located in 'Integrations, 'HaloPSA API.
      6. Select Test
      7. Click OK