HaloPSA Integration Setup

Go to the 'Configurations' section and then click on 'Integrations'

Click on 'HaloPSA API' and then click 'View Applications'

Click '+ New'

Provide the new integration with a relevant name and description

Select the 'Client ID and Secret' option (this generates the Client ID and Client Secret values, which are required when completing the integration on the Guardz side)

Select 'Agent' under 'Login Type' and pick the relevant user

Navigate to the 'Permissions' tab

Select the 'All' option and click 'Save'

Open Guardz platform, and navigate to 'PSA Integrations'

Select the 'HaloPSA' option

Copy the Client ID and Client Secret from the newly created entity in HaloPSA (step 1) and insert them properly

Retrieve and copy the 'Base URL' from your HaloPSA account

Insert it and click 'Continue' (this may take a couple of minutes before proceeding to the next step)

Create the customer mapping according to your preferences

The list on the left shows all your tenants in Guardz, while the list on the right displays your organizations in HaloPSA

Set the desired strategy according to your business preferences:

You may set the following: