1. Create required settings on HaloPSA
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'
2. Configure Agent & Team Roles
Admins may also want to configure the roles of therir own stuff
The Agent needs to be able read/write/create tickets
Safest minimal role setup (least privilege but functional) - Instead of full admin, configure:
Role:
View tickets (not limited to “own”)
Create tickets
Edit/update tickets
Access:
All required teams
All required ticket types
Optional but commonly required:
View customers (if linking tickets to users/sites)
3. Setting up the Integration
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)
4. Assign the Organizations
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
5. Select the Mapping Strategy
Set the desired strategy according to your business preferences:
You may set the following:
Sync strategy
Priority mapping
Default status mapping
And others