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HaloPSA Integration Setup Guide

Nishant Shailly
  • Updated

Introduction

This article is designed to get your HaloPSA Integrated with the CyberQP Dashboard for use with the Service Desk/Ticket portion.

 

Prerequisites

  • HaloPSA subscription
  • CyberQP subscription that includes the end-user account plan (QDesk)
  • A login to your Halo tenant with the Admin Role
  • A login to your CyberQP tenant with the Primary or Super role

 

Follow the 4 steps below to complete the HaloPSA Integration

  1. Create a new API-only user for CyberQP on the HaloPSA Portal
  2. Create a new Application "CyberQP" in HaloPSA API settings
  3. Configure the HaloPSA Integration on the CyberQP dashboard
  4. Configure CyberQP tab for the required ticket types on HaloPSA

Step 1: Create a new API-only user for CyberQP

1. In the 'Configuration' tab, click on 'Teams and Agents' in HaloPSA

2. Click on 'Agents' to view the complete list of agents

 

 
 

3. Click on 'New' to add a new agent 

4. Fill in the required details

  • In the roles field, select 'Administrator'
  • Select the checkbox 'Is an API-only Agent'
  • Click on 'Save' to create an API-only user

 

 

Step 2: Create a new Application "CyberQP" in HaloPSA API settings

1. In HaloPSA, go to Configuration. Search for 'HaloPSA API' and click on it.

 

2. In the "API Details" section, copy the following details to a local file which will be used for setting up HaloPSA integration in the CyberQP dashboard

a. In "Resource Server". Copy the URL until 'api'.
Example - https://testinghalopsa.halopsa.com/

b. In "Tenant". Copy the tenant name
Example - testinghalopsa

 

4. In the "Application" section click on 'View Applications' to set up a new application.

5. In the top right of your screen, click on 'New' to add a new Application

6. Provide a relevant name such as 'CyberQP'.

7. Select 'Client and Secret (Services)' in the Authentication Method

8. Copy 'Client ID' and 'Client Secret' to a local file. This will be used to setup HaloPSA integration in the CyberQP dashboard

 

9. Select 'Agent' as 'Login Type' and the API only user created in step 1 ("Step 1: Create a new API-only user for CyberQP") as 'Agent to Login as'.

 

 

 

10. Navigate to the 'Permissions' tab to select the required permissions and click on 'Save'

Permissions List:

- admin

- read:tickets

- edit:tickets

 

 

 

Step 3: Configure the HaloPSA Integration in CyberQP dashboard

1. Login to the CyberQP dashboard at https://admin.getquickpass.com (North American Datacenter) or https://eu-admin.getquickpass.com (Europe Datacenter) with either the primary or super login role. 

 

2. Click the Integrations menu on the left-hand side. 

 

3. In the Integrations menu click the HaloPSA option.

 

4. Populate the Account URL, Tenant, Client ID and Secret key that you copied temporarily to a local file in step 2, and click on the 'Connect' button when done. 

 

5.  Once successfully integrated, the HaloPSA box will appear with a green dot in the top left corner.

 

Step 4: Configure the CyberQP tab for the required ticket types on HaloPSA

1. Navigate to Configuration > Tickets

 

2. Click on 'Ticket Types' to view all the ticket types and click on any desired ticket type where you want the CyberQP integration to display inside

 

3. Click on 'Allowed Values' tab and then select 'Edit'

4. Navigate to 'Custom Tabs' section and click on '+' icon to add the 'CyberQP' tab. Click on 'Save'.

 

 

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