HaloPSA Integration
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      3. HaloPSA Integration

      HaloPSA Sync configuration

       

      Configuration / Integrations / HALO PSA API  / View Applications  

      Additional Permissions:

      all:standard: Yes

      admin:webhooks : Yes


      Halo API Key ex

      After entering the credentials information, select the HIT project settings.

      Project and opportunity ticket type.

      These ticket types are important options because the assignees and the statuses depend on them. Therefore, if you change the project ticket type, the assignee and status also need to be updated. Only project and opportunity types are listed.

      Halo Sync settings


      Next, set the status mapping:

      Halo Status map


      When all three widgets are set, synchronized integration setup is complete.