Halo Integration Setup

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 MSPbots app and navigate to Integrations on the menu.
      
      

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

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

      • Auth URL

      • Resource URL

      • Tenant

      • Client ID

      • Client Secret
        
        

        
   4. Click Save And Sync when done. 
      
   5. You will know that Halo PSA's connection is successful when the webhook callback URL field appears on the configuration box.
      

Create a new webhook. 

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

   2. Navigate to Configuration > Integrations > Webhooks.
      
      
      

   3. Next, click New.
      
      
      

   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.
        
        
        

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

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

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

   7. Click Save on the New Event screen. 
      

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