Halo PSA

Create an Agent in Halo #

  1. Log in to your HaloPSA admin portal.
  2. Navigate to:
    Configuration → Teams & Agents → Agents → New
  1. For the Username enter “365sentri“
  2. The Account Active box should be ticked
  3. The Is an API-only Agent should be ticket
  4. Click Save

Set the Agent Permissions #

  1. For the Agent, navigate to the Permissions tab at the top
  2. Click on Edit at the top
  1. Select the following Permissions
  2. Feature Access
    • Ticket Access Level → Read and Modify
    • Customers Access Level → View (Names Only)
  3. Tickets Permissions
    • Can add new Tickets → Yes
    • Can edit closed Tickets → Yes
    • Can view Unassigned Tickets → Yes
    • Can view Tickets that are assigned to other Agents → Yes
    • Can change a Ticket’s Ticket Type → Yes
    • Can Re-assign Tickets → Yes
  4. Click Save

Create an API Application in Halo #

  1. Navigate to:
    Configuration → Integrations → Halo PSA API
  1. Click on View Applications
  1. Click on New at the top
  1. For Application Name enter “365sentri“
  2. Active should be ticked
  3. For Authentication Method select “Client ID And Secret (Services)“
  4. For Login Type select “Agent“
  5. For Agent to log in as select “365sentri“
  1. Copy and save for safe keeping the Client ID and Client Secret
    This will need to be entered into 365sentri to enable the integration
  2. Client Save

Set the Application Permissions #

Go to the Permissions tab of the API Application

  1. The following permissions must be selected
  2. read:customers
  3. read:tickets
  4. edit:tickets

Click Save