In this article, you'll find the following guides for connecting with HaloPSA:
- Complete Partner Setup in HaloPSA
- Connect to HaloPSA on Dropsuite Partner Portal
- Create a New Organization Synced with HaloPSA
- Edit an Existing Organization with HaloPSA
- Create an Agent with Minimal Permissions on HaloPSA
- Revoke HaloPSA Integration
Complete Partner Setup in HaloPSA
Role Creation within HaloPSA
- Launch HaloPSA URL. Note that this is different from partner to partner. For Dropsuite, the URL is: https://dropsuite.halopsa.com/
- Log in with your valid credentials.
- Navigate to Configuration > Teams & Agents > Roles. Click on "New" button to create a new role.
- Fill in the Role Information
'Details' tab:
- Role Name: Dropsuite API role
- Click Save, then click Edit.
'Permissions' tab:
- Feature Access section:
- Tickets Access Level: Select Read and Modify.
- Customers Access Level: Select Read Only.
- Suppliers Access Level: Select Read and Modify.
- Software Licensing Access Level: Select Read and Modify.
- Tickets Permissions section:
- Can add new Tickets: Select Yes.
- Can Edit Tickets Which Are Not Assigned To Them: Select Yes.
- Ticket Type Restrictions section:
- Allow use of all Ticket Types: Select Yes.
- Client Restrictions section:
- Allow use of all Customers: Select Yes for convenience. If you want to control access only for specific customers used with Dropsuite integration, select No and choose the relevant customers in the Accessible Customers dropdown.
- Click Save.
Agent Creation within HaloPSA
- Navigate to Configuration > Teams & Agents > Agents.
- Click on the New button to create a new agent.
- Fill in the following details for the agent:
'Details' tab:
- Account Details section:
- Username: Type Dropsuite API agent.
- Roles: Select Dropsuite API role.
- Tick Account Active.
- Tick Is an API-only Agent.
- Agent Details section:
- Default Team: Select No Default Team.
- Work Hours: Select Default Working Hours.
- Approval Settings section:
- Untick Can approve Invoices.
- Click Save.
Application setup within HaloPSA
- Navigate to Configuration > Integrations > HaloPSA API.
- Click on View Applications.
- Click on New to create a new application.
- Enter a meaningful application name and ensure the Active checkbox is checked.
- Set the Authentication Method to Client ID and Secret (Services).
- Copy the Client Secret and save it for future reference.
- Set Login Type to Agent.
- Select the agent created in the previous steps
- Click on the Permissions tab and select permission type as “all:standard”
- Click Save and copy the Client ID for future reference.
Connect to HaloPSA on Dropsuite Partner Portal
- Log in to the Dropsuite Partner Portal
- Navigate to the Integration menu on the left navigation bar.
The Integration menu is available for all types of partners: distributor, direct reseller, and sub-reseller.
- Click the Connect button on the HaloPSA card.
- Fill out the form with the correct credentials and click the Next Step button.
- Site URL: It can be found at Configuration > Integrations > HaloPSO API > API Details (Remove "/API" from the resource server URL
- Client ID
- Client Secret
- Upon successful connection, a success banner will confirm the integration. You will be redirected to the ticket mapping form. Returning to the Integration page will display a Connected badge next to HaloPSA.
- Fill out all required fields in the ticket mapping form and click Next Step. You can skip this step and return later to complete the mapping.
- Sync Seat
- Ticket type
- Ticket SLA
- Ticket Priority
- Upon successful ticket mapping, a banner will confirm completion. You can proceed with organization mapping.
Note: Clicking the Revoke All Ticket Mapping button resets the ticket mapping form without affecting your HaloPSA connection.
Create a New Organization Synced with HaloPSA
- Follow the standard procedure to create a new organization.
- After creating the organization, a pop-up will display all connected integrations. Click Manage in the HaloPSA section.
- The system will redirect you to the Manage Connection page. Select Customer and Software License, then click Connect. The Connect button will disable if required fields are empty.
- Upon successful mapping, a green checkmark will appear, and the unlink button will be accessible.
Edit an Existing Organization with HaloPSA
You can edit the mapping from either the Organization or Integration page:
From the Organization page:
- Select the organization and click View Integration under the Kebab button.
- Click Manage in the HaloPSA section.
- The system will redirect you to the Manage Connection page; select the Customer and Software License, and then click the Connect button.
From the Integration page:
- Select Manage Connection under the HaloPSA option.
- The system will redirect you to the Manage Connection page; select the Customer and Software License, and then click the Connect button.
Revoke HaloPSA Integration
- Log in to Dropsuite Partner Portal.
- Navigate to the integration page.
- Select Option then Revoke Connection on the HaloPSA card.
- The system will display the same page with the Connect button active after revoking has been successful.