Get Started with HaloPSA Integration

HaloPSA is a business process automation platform that allows businesses to sell, service, and support technology more efficiently and in a more streamlined way. The business management tool allows a business to centralize all information, automate business processes, gain real-time visibility into operations, and provide better customer support.

Managed Backup introduces native integration between the Management Console and HaloPSA, empowering MSPs with seamless workflow automation.

With this integration, you can:

• Automatically synchronize computer inventory between the Management Console and HaloPSA

• Instantly enable asset tracking, ticketing, and billing management for newly discovered endpoints on the HaloPSA side

• Establish a remote desktop connection to mapped assets (Management Console endpoints) from HaloPSA with Connect using a web browser.

• RMM alerting support: an RMM ticket can now be triggered by an RMM alert.

To get started, go to Settings > Integrations > HaloPSA in your Management Console.

Prerequisites

Before you begin, prepare an application in HaloPSA to copy the Client ID and Client Secret.

To manage the integration and ensure the integration with HaloPSA works properly, the following minimum permissions should be granted:

Application (HaloPSA)

Action	Minimum permissions
Create integration	all/admin
Manage integration	Customers: Feature Access => Customers Access Level: Read Assets: Feature Access => Assets Access Level: Read, Edit
Delete integration	all/admin

Agent (HaloPSA)

Action	Minimum permissions
Create integration	HaloPSA administrator: Yes
Manage integration	Allow use of all Assets Types: Yes Asset Access Level: Read, Modify Customer Access Level: Read, Modify
Delete integration	HaloPSA administrator: Yes

To create billing configurations, the following permissions are required:

• Configuration > Teams & Agents > Agents -> Feature Access -> 'Software Releases Access Level -> Read and Modify
• Software Licenses (Edit)
• Configuration > Integrations > HaloPSA API > Applications > Permissions > 'edit:softwarelicensing'
• Software Licenses (Read)
• Configuration > Integrations > HaloPSA API > Applications > Permissions > 'read:softwarelicensing'

Management Console

The following permissions should be granted to the Management Console administrative account that will create and manage the integration:

• On the Organization > Administrators page:
  • Users
  • Miscellaneous > ConnectWise PSA / HaloPSA / Autotask integration

To create an integration, Backup Agent or RMM Agent should be installed on every Management Console endpoint. All endpoints to integrate should be included in a company mapped with HaloPSA customers.

Authentication in Management Console

Start creating an integration with authentication. To authenticate the HaloPSA application in the Management Console, proceed as follows:

1. Open the Management Console.
2. In the Settings menu, select HaloPSA.

You need to provide the following data from the HaloPSA web console:

• Client ID and Client Secret.

• HaloPSA endpoint URL that you use to access HaloPSA.

Once you specify all required data in the Management Console, click Save.

To check for missing permissions, click Check Permissions.

If the validity of credentials is confirmed and you have all required permissions, you can start configuring your integration. In case the integration is not fully and properly configured (not all required data on the mandatory tabs is provided), it cannot function properly. Below, you can see instructions on how to configure the integration.

Configure Integration

The following steps help you configure your integration:

1. (Mandatory) Perform authentication in the Management Console as described above, turn on adding custom Connect and/or RMM buttons, and check permissions.
2. (Mandatory) Map companies to your HaloPSA customers to create a mapping between the companies and HaloPSA customers.
3. (Optional) Map Backup licenses for managed backup with HaloPSA asset types. If configured, these settings allow adding asset types automatically.
4. (Mandatory) Map computers to your HaloPSA assets to create a mapping between endpoints (computers) from mapped companies and HaloPSA assets.

To use the integration, you should perform all mandatory steps.

Edit Integration

You can change an integration of Managed Backup with HaloPSA. To do this, proceed as follows:

1. Open the Management Console.
2. In the Settings menu, select HaloPSA.
3. Make the required changes and confirm them as prompted.
4. Save the integration.

Remove Integration

You can remove an integration of Managed Backup with HaloPSA. To do this, proceed as follows:

1. Open the Management Console.
2. In the Settings menu, select HaloPSA.

3. Click Remove integration and confirm the removal.

If the permissions of the account used to manage the integration in HaloPSA are not sufficient to delete the Connect and RMM buttons and associated custom fields during integration removal, these buttons and fields remain in the HaloPSA console. Administrative privileges are required to perform this operation. It can be performed manually in the HaloPSA console.