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Table of Contents
minLevel2

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

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