Configure HaloPSA

 

Log into Halo

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Go to configuration

 

Choose integrations

 

Choose HaloPSA API

 

Click ‘View Applications’

 

Click ‘New Application’ and choose radio button for Client ID and secret

 

Select which agent to login as

 

Choose permissions tab…

…and check the following:

✅ admin:webhooks
✅ read:tickets
✅ edit:tickets
✅ read:customers
✅ read:projects
✅ edit:projects

(As shown below)

 

Click SAVE in Halo

 

Configure Blacksmith

Navigate to Settings → Integrations in Blacksmith portal

 

Choose Halo and ‘Edit Connection’

 

Enter ‘Site’ (your Halo URL)  and input ‘Client ID’ and ‘Client Secret’ obtained from Halo configuration

 

Click ‘Save’ and then ‘Test Connection’ and wait for ‘SUCCESSFULLY TESTED CONNECTION’ message

 

Click ‘Configure Defaults’

Match your PSA configurations/names using the dropdowns

 

Click SAVE

 

In Blacksmith MSP Dashboard, click the Halo icon beside a tenant to link. Search name of client (as it appears in Halo) and click link to finish