HaloPSA Integration
This integration syncs your HaloPSA data: service desk, CRM, assets, projects, and financials.
What you can sync:
- Service Desk: Tickets, actions (notes), teams, SLA targets
- CRM: Clients, sites, contact history
- Assets: Configuration items (CIs) and asset fields
- Projects: Status, milestones, task completion
- Finance: Invoices and charge rates
Prerequisites
Section titled “Prerequisites”You’ll need:
- HaloPSA administrator access to create an API Application
- Instance URL: Your HaloPSA URL (e.g.,
https://yourcompany.halopsa.com) - 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”- Log in to HaloPSA, go to Configuration → Integrations → HaloPSA API
- Click View Applications
- Click New and fill in:
- Name:
Resplendent Data - Authentication Method:
Client Credentials - Access Type:
Read-only
- Name:
- Go to the Permissions tab and give “Read” access to Tickets, Clients, Assets, Projects, and Invoices
- 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”- Go to Data Settings → Integrations
- Find HaloPSA and click Connect on the card
- Enter your Instance URL, Client ID, and Client Secret
- Click Test Connection
Sync behavior and refresh rates
Section titled “Sync behavior and refresh rates”| Tier | Refresh rate |
|---|---|
| Free Forever | 60 minutes |
| Starter | 15 minutes |
| Professional / Business / Starship | 60 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