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Connecting HaloPSA to MSPbots lets you leverage automation and Business Intelligence (BI) solutions to manage every aspect of your MSP business. The integration is done by assigning the appropriate user permissions in HaloPSA, entering the integration settings in the MSPbots app, and configuring webhooks. This article provides the prerequisites and step-by-step guide to establishing a HaloPSA connection with MSPbots.

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Prerequisites for connecting HaloPSA to MSPbots  

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You need the following to establish a successful HaloPSA integration with MSPbots: 

• Correct permissions set in HaloPSA: 
  • Identify the user who will run the API and have access to the MSPbots app. Use the Agent to log in as field. 
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  • Assign the appropriate permissions to the identified user. For example, granting the read:tickets permission will give MSPbots read-only access to all data to which the user has access. 
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  • Ensure the user is part of a department or team that has the corresponding permissions to access the relevant data. 
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Refer to the HaloPSA Guides for the instructions on setting up these permissions. 

Do the following steps to establish your Halo connection to MSPbots: 

Secure the required information for your Halo account. 

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• Required information for configuring the integration in MSPbots: 

• • Auth URL

  • Resource URL

  • Tenant

  • Client ID

  • Client Secret

    Refer to the HaloPSA Guides for the instructions on setting up the API permission. 

How to set up the HaloPSA and MSPbots integration 

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1. Complete the prerequisites for the integration. 

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2. Submit the required information in the MSPbots app.  

1. 1. Log in to the MSPbots app  app and navigate to Integrations on the menu.
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   2. Search for Halo PSA and click it to open the connection settings.
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   3. When the Halo PSA HaloPSA configuration settings appear, fill in all of the following required fields:

      • Auth URL

      • Resource URL

      • Tenant

      • Client ID

      • Client Secret
        
        

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   4. Click Save And Sync when done. 
      

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      You will know that Halo PSAHaloPSA'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.
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Create a new webhook. 

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3. Configure the HaloPSA webhook 

A webhook is required for HaloPSA dashboards to function properly. Configure the HaloPSA webhook according to the steps below. 

1. 1. Once the field for webhook callback URL When the field for webhook callback URL is visible, log in to theHalo PSA  HaloPSA app. 

   2. Navigate to Configuration > Integrations > Webhooks.
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   3. Click New to open the New Webhook screen. Next, click New.
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   4. Fill in the fields for Webhook Name and Payload URL. You can leave the other fields with their default values.

      • Webhook Name - Enter a unique webhook name.
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      • Payload URL - Enter the webhook callback URL in Step 2e in this fieldfrom Step 2.e. 
        
        

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      Next, click the Add button to add a new event. 
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      On the New Event screen, selectTickets  Ticket Changed from the Event dropdown  Event dropdown menu.
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      Click Save on the New Event screen. 
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   8. Repeat Steps 3.e, 3.f and 3.g until all the following events are added.
      
      • Ticket Changed
      • New Ticket Logged
      • Site created
      • Site updated
      • Site deleted
      • User created
      • User updated
      • User deleted
      • Invoice created
      • Invoice updated
      • Invoice deleted
        

   9. Then click Save on the New Webhook screen to keep the configuration.

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What are the Webhook statuses and messages for the HaloPSA integration?  

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The Webhook statuses for your HaloPSA interaction can show any of the following: 

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Related Topics 

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