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Issue Description
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After establishing a successful Halo Integration with MSPbots, clients encounter API data synchronization failure or experience cases where the data is in Pending status.
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This issue occurs because the Agent's login type is incorrectly set resulting in insufficient permissions and data synchronization failure. To resolve this, clients need to set the correct login type for the Agent.
Prerequisites
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Before proceeding, ensure successful Halo integration and authorization. These steps can only be performed by admins and may only affect Halo users.
Resolution
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To set up the Agent with the correct login type
- On the Add an Application screen of Halo PSA, select Agent for the Login Type.
- Then select Administrator for Agent to log in as.
- Set the minimum permission to read:tickets. Other permissions can be added according to needs. For more information, refer to the HaloPSA guide on Setting up an API Agent.
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