5.8 PSA - Halo

Halo Integration Documentation

Credentials Requirements:

• Domain:
  The domain name or tenant for your Halo account (e.g., "robofact3" for https://robofact3.halopsa.com/).

• Client ID:
  The unique client ID for authentication.

• Client Secret:
  The client secret key for secure access.

Custom Settings:

• Category:
  Specifies the category for ticket creation (e.g., "IT Security Threats > Software Vulnerability").

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For Authorization:

For authorization, we use the client_credentials method with the Client ID and Secret.
Create a new application in the page: https://{domain}.halopsa.com/config/integrations/api/applications.
Ensure permissions are set to read:tickets and edit:tickets read:customers. You can create a client at:

• Make sure the API Agent or User for the API Application also has read and modify tickets and read clients permission

• If your workflow adds the ticket to a team, then you will need to give API User or Agent permission over the team

   

Go to the page and click New

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In the Details select Client ID and Secret (Services)
Press Generate
You will now get ClientId and Secret

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In the Permissions Tab enable read:tickets, edit:tickets, read:customers

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