HaloPSA API setup

Directions for setting up HaloPSA Integration

Create the API User

1. Within your HaloPSA application navigate to Configuration -> Integrations -> HaloPSA API
   1. 
      
      1. Write down the following as you will need to pass it to CrushBank to setup the integration.
         1. Resource Server
         2. Authorization Server
         3. Tenant
   2. Click on the View Applications button.
   3. 
   4. Click the New button on the upper right to create a new application.
      1. 
         
         1. Give the Application a name. eg. CrushBank
         2. Select Client ID and Secret as the Authentication Method
         3. Make sure to note your Client ID and Secret as you will need to provide CrushBank with it.
         4. Select a login type:
            
            1. Agent 
               
               1. Agent to login as: (Select any agent that has access to read Tickets, Ticket Types, and Assets, and KBAs)
               2. Also make sure the agent to login as Can View Unassigned Tickets and Can view Tickets that are assigned to other agents.
               3. 
   5. Click on the permissions tab
      1. 
         
         1. At minimum, you will need the following permissions:
            1. read:tickets
            2. read:crm
            3. read:items
            4. read:timesheets
            5. read:kb
            6. read:assets
2. Save the new Application.
3. Send the following to support@crushbank.com or the onboarding team member you are working with.
   1. Resource Server
   2. Authorization Server
   3. Tenant
   4. Client ID
   5. Client Secret