Step 1: Create a HaloPSA role with the required permissions

1. Log in to HaloPSA as an administrator or a user with permission to configure API integrations.
    
2. From the HaloPSA home page, click Configuration.
   
   
    
3. From the left navigation menu, select Teams & Agents > Roles.
   
   
    
4. In the upper right of the screen, click + New to create a new role.
    
5. Enter a role name (eg. ScalePad Integration Role) and click Save.
   After saving, you'll be able to configure the role.
    
6. Click Edit and select the Permissions tab.
   
   
    
7. Apply the following permissions to the role:

8. Click the Departments & Teams tab and scroll to the Departments section.
   
   
    
9. Set Membership level to all Departments to View all (Can view all Tickets in all Departments).
   
   
    
10. Scroll to the bottom of the page and click Save.

Step 2: Create a dedicated API agent in HaloPSA

1. From the HaloPSA home screen, click Configuration.
   
   
    
2. From the left navigation menu, select Teams & Agents > Agents.
   
   
    
3. In the upper right of the screen, click + New to create a new agent.
    
4. Populate the required fields:
   • Username
   • Roles - Choose the role created in step 1.
   • Is an API-only Agent - Make sure this option is checked
   • Default Team - Choose the *No Default Team* option
   • Work hours - 24 hours
     
     All other settings can be left at their default values.
      
5. Click Save.

Step 3: Create an API Application in HaloPSA

1. From the HaoPSA home page, click Configuration.
   
   
    
2. From the left navigation menu, select Integrations > HaloPSA API.
   
   
    
3. Note the following information under API Details. These details are required when adding the integration to ScalePad:
   1. Resource Server
   2. Authorization Server
   3. Tenant
      
      
      
       
4. Click View Applications.
   
    
5. In the upper right of the screen, click + New to create a new application.
    
6. In the Add an Application window, enter the following details:
    
   • Application name - A descriptive name for the application (eg. ScalePad Integration)
   • Active - Ensure this checkbox is selected.
   • Authentication Method - Client ID and Secret (Services)
     
     
      
7. Select Agent as the login type. Under Agent to log in as select the API agent that was created in step 2.
    
8. Note the Client ID and Client Secret.
   These details are required when adding the integration to ScalePad.
   
   
    
9. At the top of the screen, click Permissions and ensure the following options are enabled:

10. Click Save.

Step 4: Add HaloPSA Integration to ScalePad

1. Log into ScalePad at app.scalepad.com
    
2. From the ScalePad Hub screen, click Integrations.
   (Alternatively, navigate to Settings > Integrations from within Lifecycle Manager.)
    
3. Click the blue Add Integration button in the upper right of the screen.
   
   
    
4. Use the search box to find HaloPSA and click the tile.
   
   
    
5. Enter the information gathered in step 3:
    
   1. Resource server - From HaloPSA API details page.
   2. Authorisation server - From HaloPSA API details page.
   3. Client ID - From HaloPSA Application creation page.
   4. Client Secret - From HaloPSA Application creation page.
   5. Tenant - From HaloPSA API details page.
      
      
       
6. Click Connect now.

Once completed, ScalePad will immediately begin to sync with HaloPSA. 

After the sync has finished, your Halo PSA clients, hardware, and contract data will be available in Lifecycle Manager. Tickets, time entry, and member data will also be available in the analytics section for any Lifecycle Manager X-enabled clients.