N O T I C E
MSPbots WIKI is moving to a new home at support.mspbots.ai
to give you the best experience in browsing our Knowledge Base resources and addressing your concerns. Click here for more info!
Page History
Do the following steps to establish your Halo connection to MSPbots:
| Table of Contents | ||
|---|---|---|
|
...
Secure the required information for your Halo account.
...
Get the following information:
...
Refer to the HaloPSA Guides for the instructions on setting up the API permission.
...
Enter the required information in the MSPbots app.
...
- Log in to the MSPbots app and navigate to Integrations on the menu.
Search for Halo PSA and click it to open the connection settings.
When the Halo PSA configuration settings appear, fill in all of the following required fields:
Auth URL
Resource URL
Tenant
Client ID
Client Secret
- Click Save And Sync when done.
You will know that Halo PSA's connection is successful when the webhook callback URL field appears on the configuration box. Copy the the value of webhook callback URL to your desktop.Anchor webhook callback URL webhook callback URL 
...
Configure Halo Webhooks.
...
| Tip |
|---|
Please configure the Halo Webhooks according to the following steps. If you fail to configure the Webhook correctly, it may affect the normal data synchronization and trigger the rate limit of Halo (450 requests within 5 minutes). Configuring Webhook requests ensures that the system does not initiate duplicate synchronizations, thereby reducing the possibility of triggering the rate limit. |
...
Overview
Content Tools