HaloPSA Tool Integration Settings

Applies To: WatchGuard Cloud

This feature is only available to participants in the WatchGuard Cloud Beta program.

Before you connect WatchGuard Cloud with HaloPSA, you must create a new API application in your HaloPSA account to enable WatchGuard Cloud to communicate with the HaloPSA server. For WatchGuard Cloud to be able to read and update tickets in HaloPSA, the API user or agent configured for the application must have an Administrator role with the required permissions in HaloPSA.

Verify Permissions for the HaloPSA Agent

You can create a new HaloPSA agent specifically for the API application or you can use an existing agent.

To verify the agent has the required permissions:

  1. Log in to your HaloPSA account.
  2. Select Configuration > Teams & Agents > Agents.
  3. From the list, select the agent.
  4. Select the Permissions tab.
  5. In the General Permissions section, make sure Is a HaloPSA Administrator is set to Yes.

Screenshot of the HaloPSA Agent Permissions tab

  1. In the Feature Access section, make sure that these permissions are set to Read and Modify:
    • Tickets Access Level
    • Customers Access Level
    • Users Access Level
    • CRM Access Level
    • Assets Access Level
    • Products Access Level
    • Invoices Access Level

    2. Screenshot of the HaloPSA Agent Permissions tab

  2. In the Asset Type Restrictions section, make sure Allow Users of All Asset Types is set to Yes.
  3. In the Configuration section, make sure all options are set to Yes.
  4. If you made any changes to the permissions, click Save.

Create an API Application in HaloPSA

To create an API application in HaloPSA:

  1. Log in to your HaloPSA account.
  2. Select Configuration > Integrations > HaloPSA API.
  3. Click View Applications.
    The Applications list shows.
  4. Click New.

Screenshot of the HaloPSA Applications list

  1. In the Application Name text box, type a name for the application.

Screenshot of the HaloPSA Add an Application page

  1. For the Authentication Method, select Client ID and Secret (Services).
    The Client ID and Client Secret values show.
  2. Make a note of the Client ID and Client Secret values. You must have these values to configure your integration in WatchGuard Cloud.
  3. From the Login Type drop-down list, select Agent.

    4. Screenshot of the HaloPSA Add an Application page

  4. From the Agent to Log In As drop-down list, select the agent you want to use.
  5. Click Save.
  6. Select the Permissions tab.
  7. Click Edit.
  8. Select the check boxes for these permissions:
    • admin
    • read:customers
    • edit:customers
    • read:contracts
    • edit:contracts
    • read:items
    • edit:items
    • read:invoices
    • edit:invoices
    • read:software
    • edit:software
    • read:assets
    • edit:assets
  9. Click Save.

After you create the new API application and save the Client ID and Client Secret keys, you can connect WatchGuard Cloud to your HaloPSA tool. For more information, go to Connect WatchGuard Cloud to a PSA Tool.

Related Topics

Connect WatchGuard Cloud to a PSA Tool

Configure the Connection Details for a PSA Integration