Page History

...

Do the following steps to

...

establish your Halo connection to MSPbots: 

Secure the

...

required information for your Halo account. 

...

Get the following information:

• • Auth URL
  • Resource URL
  • Tenant
  • Client

...

• • ID
  • Client Secret

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

Enter the required information in the MSPbots app.

...

1. 1. Log in to the
MSbots
2. 1. MSPbots app and navigate to 
Integrations 
3. 1. Integrations on the menu.
      
On the Integrations tab, search
4. 1. Image Added
      

   2. Search for Halo PSA and click it to open the connection settings.
      

Image Removed 
5. Enter the Auth URL, Resource URL, Client ID, and Client Secret in the corresponding fields. 
   Image Removed
Click Save And Sync. 

6. 1. Image Added
      

   2. When the Halo PSA configuration settings appear, fill in all of the following required fields:

      • Auth URL

      • Resource URL

      • Tenant

      • Client ID

      • Client Secret
        
        

        Image Added
   3. Click Save And Sync when done. 
      

   4. Anchor
      2e 2e

      You will know that Halo PSA's connection is successful when the webhook callback URL field appears on the configuration box.
      Image Added

Create a new webhook. 

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

   2. Navigate to Configuration > Integrations > Webhooks.
      Image Added
      
      

   3. Next, click New.
      Image Added
      
      

   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.
        Image Added
        
        

      • Payload URL - Enter the webhook callback URL in Step 2e in this field. 
        
        

   5. Next, click the Add button to add a new event. 
      Image Added
      

   6. On the New Event screen, select Tickets Changed from the Event dropdown menu.
      Image Added
      

   7. Click Save on the New Event screen. 
      Image Added

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

      Image Added