Skip to main content

Halo PSA Integration

How to create a Halo PSA API agent and application, and connect them to Strategy Overview.

This guide covers the Halo-specific steps for creating API credentials and connecting to Strategy Overview. For the common setup steps that follow, see Configuring Your PSA Integration.
​

If your Halo environment requires IP whitelisting, add the Strategy Overview IPs before starting. See the IP Allow List article.
​

Create an API Agent

  1. Go to Menu > Configuration > Teams & Agents > Agents > New
    ​

  2. Username: Strategy Overview
    ​

  3. Password: Set a random long password or leave blank
    ​

  4. Email Address: A unique email address you have access to (recommended: your Strategy Overview portal email, e.g., [email protected])
    ​

  5. Use AD Authentication: No
    ​

  6. Roles: Leave blank
    ​

  7. Account Active: Checked
    ​

  8. Is API-only Agent: Check
    ​

  9. Default Team: No default team
    ​

  10. Working Hours: Default
    ​

  11. Save

Set Agent Permissions

Click the Permissions tab and click Edit:

  • Customers Access Level: Read Only
    ​

  • CRM Access Level: Read Only
    ​

  • Assets Access Level: Read and Modify
    ​

  • Users Access: Read Only
    ​

  • Products Access Level: Read Only

Note: If "Assets Access Level" does not appear in the Permissions tab, you need to enable it in your Halo global settings first. Go to Config > Asset Management > General Settings and set the Asset Permission Type to "Use Read/Write permissions for Asset Types and Assets." Once saved, return to the agent permissions and the field will be available.

Create an API Application

  1. Go to Menu > Configuration > Integrations > HaloPSA API > View Applications
    ​

  2. Click New
    ​

  3. Application Name: StrategyOverview
    ​

  4. Application Method: Client ID and Secret
    ​

  5. Allow Agent Logins: Check
    ​

  6. Copy your Client ID and Client Secret. The secret won't be visible again after you leave this page.
    ​

  7. Login Type: Agent
    ​

  8. Agent to Log In As: Strategy Overview (select from dropdown)
    ​

  9. Save

Set Application Permissions

Click the Permissions tab and click Edit. You can either select "All standard" or enable the following permissions individually:

  • admin:webhooks
    ​

  • read:customers, edit:customers
    ​

  • read:crm, edit:crm
    ​

  • read:software, edit:software
    ​

  • read:assets, edit:assets

Add the Integration in Strategy Overview

  1. Go to Settings > System > Integrations > Add Integration > Halo
    ​

  2. Access Token URL: Your Halo login URL (e.g., https://yourdomain.halopsa.com)
    ​

  3. Client ID: From the API application you created
    ​

  4. Client Secret: From the API application you created
    ​

  5. Click Add Integration

Once the integration is added, follow the common steps in Configuring Your PSA Integration. Note that Halo does not support Markets sync and has a simplified active/inactive status model.
​

Next step: Configuring Your PSA Integration
​

Did this answer your question?

Related Articles

Strategy Overview Knowledgebase