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HaloPSA Integration

This integration syncs your HaloPSA service desk, CRM, team, and finance data.

What you can sync today:

  • Service Desk: Tickets and ticket actions (notes)
  • CRM: Clients
  • Team: Agents
  • Projects: Project records from HaloPSA’s project ticket endpoint
  • Finance: Invoices and quotes

Prerequisites

Section titled “Prerequisites”

You’ll need:

  1. HaloPSA administrator access to create an API Application
  2. Instance URL: Your HaloPSA URL (e.g., https://yourcompany.halopsa.com)
  3. API credentials: Client ID and Client Secret

Setup instructions

Section titled “Setup instructions”

Step 1: Create an API application in HaloPSA

Section titled “Step 1: Create an API application in HaloPSA”
  1. Log in to HaloPSA, go to Configuration → Integrations → HaloPSA API
  2. Click View Applications
  3. Click New and fill in:
    • Name: Resplendent Data
    • Authentication Method: Client Credentials
    • Access Type: Read-only
  4. Go to the Permissions tab and give “Read” access to Tickets, Clients, Agents, Projects, Quotes, and Invoices
  5. Click Save

Step 2: Copy your credentials

Section titled “Step 2: Copy your credentials”

Copy the Client ID and Client Secret that HaloPSA generated.

Step 3: Connect in Resplendent Data

Section titled “Step 3: Connect in Resplendent Data”
  1. Go to Settings → Integrations
  2. Find HaloPSA and click Connect on the card
  3. Enter your Instance URL, Client ID, and Client Secret
  4. Click Test Connection

Sync behavior and refresh rates

Section titled “Sync behavior and refresh rates”
TierRefresh rate
Free Forever60 minutes
Starter15 minutes
Professional / Business / Starship60 seconds

Troubleshooting

Section titled “Troubleshooting”
  • Connection timed out: Check your Instance URL includes https://
  • Access denied: Verify your API Application has the required module permissions in HaloPSA
Section titled “Related topics”