In this article
A step-by-step guide to getting HaloPSA connected.
Here are the minimum requirements for on-premise environments.
- Fully Chained SSL Certificate.
- The latest stable version of HaloPSA.
- If your Halo instance restricts access based on IP, our IPs are 3.19.3.152 & 3.19.4.238
Note: On-premise users can populate the Tenant field by typing in the words Not set.
Note: Setting All permissions on step 10 will cause authentication to fail.
- Upon initial registration of your new account, select HaloPSA and click Next. You will then be presented with a connection checklist. Please gather these items before progressing to the next page. Let's head over to HaloPSA.
- Login to HaloPSA.
- Navigate to Configuration > Integrations > HaloPSA API > View Applications.
- Click New in the top right.
- On the Details tab, populate "Application Name".
- Set the "Authentication Method" to Client ID and Secret (Services) and Record the Client ID and Client Secret.
- Set the Login Type to Agent.
- Select an Agent to log in as. Ensure the Agent has a Role with the following permissions.
- Customers Access Level - Read Only
- Invoices Access Level - Read and Modify
- Customer Agreement Access Level - Read and Modify
- Products Access Level - Read and Modify
- Keep a record of the Client ID and Client Secret.
- Press Save
- On the Permissions tab, enable the following permissions:
- Read: Customers
- Read and edit: Contracts
- Read and edit: Items
- Read and edit: Invoices
- Navigate back to the Configurations page. Now go to Teams & Agents > Agents, and ensure Feature Access is enabled for Clients Access Level for the agents you are using.
- Save the API Application.
- Within Halo PSA, navigate to Configuration > Integrations > HaloPSA API
- Record the Resource Server, Authorization Server and Tenant.
- Return to Gradient, select HaloPSA and insert the following information.
- Client ID
- Client Secret
- Resource Server
- Authorization Server
- Tenant (On-premise users can populate the Tenant field by typing in the words Not set).
- Select Save and Test to confirm that the integration is configured properly.
Warning: Authorization Server requires a forward slash "/" at the end of the URL https://domain.halopsa.com/auth/
Congratulations, you've successfully connected your PSA!
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