Halo PSA integration instructions

This article provides instructions on how to integrate Halo PSA to Lifecycle Manager to pull configuration items from Halo PSA. API credentials should be associated with a user account that is separate from your Halo PSA administrative account.

Prerequisites

The following is required for integrating Halo PSA with Lifecycle Manager:

  • You must have Administrator user credentials for your Halo PSA account

  • You must have Administrator user credentials for your Lifecycle Manager account or member permissions of Manage Sync Settings selected

To successfully integrate Halo PSA with Lifecycle Manager, please follow these steps in each article section:

Integration steps in Halo PSA

Integration steps in Lifecycle Manager

Integration steps in Halo PSA

Creating user and role permissions

It's not a requirement to use a dedicated user for the Halo integration- you can use an existing Halo PSA user as long as the permissions are at least as wide as those outlined in the following article.

  1. Log into an account with sufficient permission to configure API integrations

  2. Click the Configuration button (gear icons)

  3. Click Teams & Agents on the left navigation bar.

  4. Under Agents, click New to create a dedicated Lifecycle Manager integrator user account for use with the Lifecycle Manager integration.

    1. Select the "Is an API-only Agent" checkbox. This option designates the account as an integrator-only user, meaning it won't occupy one of the user seats in your Halo PSA subscription.

    2. Complete the relevant information and click Save.

  5. Under the Core Features section, click the Teams & Agents button and then click Roles on the left navigation bar.

  6. Under Roles, click New to create a new role for use with the Lifecycle Manager integration that has the following permissions:

    1. In the top right corner, click on New.

    2. In the New Role screen, enter a Role Name, e.g. LifecycleManager_Role

    3. Assign any agents to the role you created and then click Save.

  7. Switch to the Permissions tab and click Edit to enable the required permissions

    1. Under Feature Access, set Clients Access Level to Read Only

    2. Under Feature Access, set Assets Access Level to Read and Modify

  8. Click Save to save the new role.

Adding API credentials

Users/admins are required credentials to applications before they can call APIs. For full functionality, you’ll need to gather a total of 5 credentials to integrate the API into Lifecycle Manager.

  1. Under the Home screen, click the Configuration button (gear icons)

  2. Click Integrations on the left navigation bar.

  3. Under the Integrations section in the Advanced navigation menu, click the HaloPSA API button.

Your Resource and Authorisation Server details, including a Tenant ID, are listed in the API Details section. Copy the relevant details for the:

  • Resource Server URL

  • Authorisation Server URL

  • Tenant field

The remaining credentials are generated when you create the application.

Creating the application

The Client Secret for this application will only be shown once. If you forget it you'll need to generate a new one. The Client Secret must be copied before saving the application. When adding the Halo PSA integration to Lifecycle Manager, you will need to add the Client ID and Client Secret to the Halo PSA add integration page.

  1. In the Applications section, click the View Applications button

  2. In the top right corner, click on New

  3. In the Add an Application screen, enter an Application Name, e.g. Lifecycle Manager

  4. Select Client ID and Secret (Services) as the Authentication Method

  5. Under your newly created application, take note of the Client ID and the Client Secret.

    1. Copy the Client ID

    2. Copy the Client Secret

  6. Select Agent as Login Type

  7. Select the dedicated Lifecycle Manager integrator user account for Agent to login as (or yourself or another agent at your discretion).

Adding application API permissions

  1. Switch to the Permissions tab and enable the required permissions:

  2. Click the Edit button

    1. Select read:assets

    2. Select read:customers

  3. Click Save

Integration steps in Lifecycle Manager

Add Halo PSA API credentials to Lifecycle Manager

  1. From Lifecycle Manager, navigate to Integrations and click the Add integration button.

  2. The Add integration page will open. Select Halo PSA.

  3. Fill in the following information gathered previously:

    1. Resource Server URL

    2. Authorisation Server URL

    3. Client ID

    4. Client Secret

    5. Tenant field

  4. Click Save HaloPSA Setup

Once the Halo PSA credentials are added and the integration is connected, you should adjust your Halo PSA sync settings to determine the quality and type of data you want to sync to Lifecycle Manager.

When you click Save HaloPSA Setup, Lifecycle Manager performs a full sync. When finished, you should be able to view your hardware assets in your account, as well as any software assets.

What's next