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”.

Should you already have an existing user role that has the same permission level as these as a minimum, feel free to use that role or create a new one.

API Role and Agent Creation

1. Create a new role with the permissions above or determine which user role to assign
2. Create a new agent named HumanizeITAPI
3. Ensure you select “Is an API-only Agent”
4. Under Roles select the new or existing role you will use for the API permissions
5. Under Default Team select *No Default Team*
6. Under Work Hours select 24 Hours
7. 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. Enter your Authorization Server and Tenant info if required by your HaloPSA on-premise instance. This can be obtained by clicking the 'API Documentation button located in 'Integrations, 'HaloPSA API.
   
6. Select Test
7. Click OK