How to Setup HaloPSA Ticketing Integration

Bositkhon Updated by Bositkhon

This guide explains how to set up the HaloPSA Integration in Thread.

Step 1: Prepare Your Workspace

If this is your first time setting up your workspace, refer to our Quick Setup Guide for detailed instructions.

  1. When you initially set up your workspace in Thread, you will be prompted to configure your ticketing system. If you select HaloPSA, you will be directed to a screen where you must enter your API credentials. Keep this screen open; we will return to it later.
  2. Open a new browser tab or window to proceed to the next step: Creating an API-Only Agent.

Step 2: Creating an API-Only Agent

  1. Login to Halo.
  2. Navigate to the Configuration section.
  3. Go to Team & Agents → Agents.
  4. Click New in the top-right corner to create a new agent.
  5. Give it a username (e.g., Thread API Agent).
  6. Assign the Administrator role.
  7. Set the Is an API-only Agent checkbox to selected. API-only agents do not take up a license.
  8. Select *No Default Team* under the Default Team dropdown.
  9. Select Default Working Hours from the dropdown and click save

Step 3: Creating an Integrator Application

  1. Navigate to the Configuration section.
  2. Go to Integrations → HaloPSA API.
  3. Click View Applications.
  4. Click New in the top-right corner to create a new application.
  5. Enter an application name (e.g., Thread API Application).
  6. For Authentication Method select Client ID and Client Secret (Services).
  7. Make sure to keep the Client ID and Client Secret in a safe place for later.
  8. Login Type should be selected as Agent.
  9. Select the API-only Agent previously created under Agent to log in as.
  10. Click the Permission tab and ensure to the following permissions have been selected and click Save.
    1. all:standard
    2. all:teams
    3. admin:webhooks
  11. Click Save to save the newly created application.

Step 3: Configure Note Settings

  1. Navigate to the Configuration section once more.
  2. Go to Tickets → Actions.
  3. Select Note action.
  4. Click Edit.
  5. Make sure the checkbox for Action button is visible is ticked.

Step 4: Continue Your Workspace Setup

  1. Head back to your other tab from Step 1: Prepare Your Workspace.
  2. Enter your HaloPSA API Base URL. (e.g., https://threadsandbox.halopsa.com).
  3. Copy and paste the Client ID and Client Secret retrieve from Step 2: Creation an API-Only Agent.
  4. Click Continue.

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