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Halo PSA Integration

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

Updated over a week ago

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.
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If your Halo environment requires IP whitelisting, add the Strategy Overview IPs before starting. See the IP Allow List article.
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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
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  • CRM Access Level: Read Only
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  • Assets Access Level: Read and Modify
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  • Users Access: Read Only
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  • Products Access Level: Read Only

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
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  • read:customers, edit:customers
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  • read:crm, edit:crm
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  • read:software, edit:software
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  • read:assets, edit:assets

Add the Integration in Strategy Overview

  1. Go to Settings > 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.
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Next step: Configuring Your PSA Integration
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Configuring Your PSA Integration
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