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.
What's on this page:
You need the following to establish a successful HaloPSA integration with MSPbots:
Refer to the HaloPSA Guides for the instructions on setting up these permissions.
Auth URL
Resource URL
Tenant
Client ID
Client Secret
Refer to the HaloPSA Guides for the instructions on setting up the API permission.
Search for Halo PSA and click it to open the connection settings.
When the HaloPSA configuration settings appear, fill in all of the following required fields:
Auth URL
Resource URL
Tenant
Client ID
Client Secret
A webhook is required for HaloPSA dashboards to function properly. Configure the HaloPSA webhook according to the steps below.
It is important to configure the webhook correctly. If not properly set, an incorrect webhook may affect the normal data synchronization adversely and trigger HaloPSA's request limit rate of 450 requests within 5 minutes. A correct webhook configuration request ensures that the system will not initiate duplicate synchronizations, thereby reducing the possibility of triggering the rate limit. |
Navigate to Configuration > Integrations > Webhooks.
Click New to open the New Webhook screen.
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 from Step 2.e.
Next, click the Add button to add a new event.
On the New Event screen, select Ticket Changed from the Event dropdown menu.
Click Save on the New Event screen.
Then click Save on the New Webhook screen to keep the configuration.
The Webhook statuses for your HaloPSA interaction can show any of the following:
Status | Message | Description |
---|---|---|
Webhook Successful | This means that all the data was received successfully. | |
Webhook received no data for some events | This means that Webhook did not receive some data because of one of the following reasons:
| |
Webhook received no data | This means the webhook did not receive data because of the same reasons explained in the previous status message. Resolve this using the same recommendations for the previous message. | |
Webhook received no data within 4 days | This means that MSPbots has not received data from the webhook for the past 4 days. Ensure that all webhook events are properly configured according to the section Configure the HaloPSA webhook. |