Search

Connecting to HaloPSA

Doug Chanin
Doug Chanin
  • Updated

Topic

This article explains how to connect HaloPSA to NinjaOne SaaS Backup.

Environment

  • NinjaOne SaaS Backup
  • HaloPSA

Description

HaloPSA is an all-in-one Professional Services Automation (PSA) software. It combines service desks, project management, CRM, billing, and asset management into a single platform. NinjaOne SaaS Backup integrates seamlessly with HaloPSA for even greater flexibility. Review the following sections for information about the NinjaOne SaaS Backup integration for HaloPSA:

  1. Complete Partner Setup in HaloPSA
  2. Connect to HaloPSA Using the NinjaOne SaaS Backup Partner Portal
  3. Create a New Organization Synced with HaloPSA
  4. Edit an Existing Organization with HaloPSA
  5. Revoke HaloPSA Integration

Complete Partner Setup in HaloPSA

Role Creation within HaloPSA

To create a new role in HaloPSA, follow these steps:

  1. Launch HaloPSA URL. Note that this is different from partner to partner. For NinjaOne SaaS Backup, the URL is: https://dropsuite.halopsa.com/
  2. Log in with your valid credentials.
  3. Navigate to Configuration → Teams & Agents → Roles. To create a new role, select New.
  4. Complete each of the role information sections as described below.

Role Information

Navigate to the Details tab and fill out the section as follows:

  • Role Name: NinjaOne SaaS Backup API role
  • Click Save, then click Edit.

Navigate to the Permissions tab and fill out each section as follows:

  • Feature Access:
    • 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:
    • Can add new Tickets: Select Yes.
    • Can Edit Tickets Which Are Not Assigned To Them: Select Yes.
  • Ticket Type Restrictions:
    • Allow use of all Ticket Types: Select Yes.
  • Client Restrictions:
    • Allow use of all Customers: Select Yes for convenience. If you want to control access only for specific customers used with NinjaOne SaaS Backup integration, select No. Then, choose the relevant customers in the Accessible Customers drop-down.
  • Click Save.

Agent Creation within HaloPSA

To create a new agent in HaloPSA, complete the following steps:

  1. Navigate to Configuration → Teams & Agents → Agents.
  2. Click New to create a new agent.
  3. Fill in the following details for the agent:

From the Details tab:

  • Account Details section:
    • Username: Type NinjaOne SaaS Backup API agent.
    • Roles: Select NinjaOne SaaS Backup API role.
    • Select Account Active.
    • Select Is an API-only Agent.
  • Agent Details section:
    • Default Team: Select No Default Team.
    • Work Hours: Select Default Working Hours.
  • Approval Settings section:
    • Clear Can approve Invoices.
  • ClickSave.

Application Setup within HaloPSA

To set up the application from within HaloPSA, follow these steps:

  1. In HaloPSA, navigate to Configuration → Integrations → HaloPSA API.
  2. Click View Applications.
  3. Click New to create a new application.

  4. Enter a meaningful application name, and ensure the Active checkbox is selected.

    Figure 1: Add an Application (click to enlarge)

  5. Set the Authentication Method to Client ID and Secret (Services).

    4.png
    Figure 2: Client ID and Secret (click to enlarge)
  6. Copy the client secret and save it for future reference.

  7. Set Login Type to Agent.

    5.png
    Figure 3: Login Type (click to enlarge)
  8. Select the agent created in the previous steps.

  9. From the Permissions tab, select the permission type as all: standard.

    6.png
    Figure 4: all:standard (click to enlarge)
  10. Click Save and copy the Client ID for future reference.

Connect to HaloPSA Using the NinjaOne SaaS Backup Partner Portal

To connect to HaloPSA using the NinjaOne SaaS Backup Partner Portal, complete the following steps:

  1. Log in to the NinjaOne SaaS Backup Partner Portal.
  2. Navigate to the Integrations menu on the side navigation bar. The Integration menu is available for all types of partners: distributor, direct reseller, and sub-reseller.
  3. Click Connect on the HaloPSA card.
  4. Fill out the form with the correct credentials:
  • Site URL: The URL can be found at Configuration → Integrations → HaloPSA API → API Details (remove /API from the resource server URL).
  • Client ID
  • Client Secret
  1. Click Next Step.
8.png
Figure 5: Input Credential (click to enlarge)
  1. Upon successful connection, a success banner will appear, and NinjaOne SaaS Backup will redirect you to the integration configuration form. Returning to the Integration page will display a Connected badge next to HaloPSA.
  2. Fill out all required fields in the integration configuration form, and then click Next Step. You can skip this step and return later to complete the configuration
    • Do you want to sync the seat quantity to PSA?
    • Select Ticket Type for service ticket creation.
    • Select Ticket SLA for service ticket creation.

    • Select Ticket Priority for service ticket creation.

      Figure 6: Success (click to enlarge)

  3. Upon successful integration configuration, a banner will confirm completion. You can proceed with organization mapping.

    Figure 7: Success banner (click to enlarge)
    Choosing Reset Integration Configuration clears the integration configuration form without affecting your HaloPSA connection.

Create a New Organization Synced with HaloPSA

  1. Follow the standard procedure to create a new organization.

  2. After creating the organization, a dialog will display all connected integrations. In the HaloPSA section, click Manage.

    11.png
    Figure 8: New Organization Created (click to enlarge)

  3. NinjaOne SaaS Backup will redirect you to the Manage Connection page. Select Customer and Software License, and then click Connect. Connect will not activate if any required fields are empty.

    Figure 9: Organization Mapping (click to enlarge)
  4. Upon successful mapping, a green check mark 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 Organizations page:

  1. Select the organization, and then click View Integration in the actions drop-down menu.

    13.png
    Figure 10: View Integration (click to enlarge)

  2. Click Manage in the HaloPSA section.

    14.png
    Figure 11: Manage (click to enlarge)
  3. NinjaOne SaaS Backup will redirect you to the Manage Connection page; select the Customer and Software License, and then click Connect.

From the Integration page:

  1. Select Manage Connection in the HaloPSA option.
  2. NinjaOne SaaS Backup will redirect you to the Manage Connection page. Select the Customer and Software License, and then click Connect.

Revoke HaloPSA Integration

  1. Log in to NinjaOne SaaS Backup Partner Portal.
  2. Navigate to the integration page.
  3. Select Option, and then select Revoke Connection on the HaloPSA card.
  4. NinjaOne SaaS Backup will display the same page with the Connect button active after revocation has been successful.

Was this article helpful?

0 out of 0 found this helpful

Have more questions? Submit a request