Setting Up the HaloPSA Integration to CloudRadial Chat

The CloudRadial Chat connector for HaloPSA (henceforth Halo) uses an OAuth application (a Client ID and Secret) to connect to your PSA. This connection lets tickets be submitted to the PSA from Chat and connects Chat users to their respective tickets within Halo.

• Step 1: Get Your Site URL From Halo
• Step 2: Create the Chat Application
  • In the Details Tab
  • In the Permissions Tab
  • In the Security Tab
• Step 3: Enter Your Values Into CloudRadial Chat

Step 1: Get Your Site URL From Halo

First, collect the Site URL that Chat needs to reach your Halo instance.

1. Log into your HaloPSA instance.
2. Go to Configuration from the left-hand menu.
3. Select Integrations > HaloPSA API.
4. Under API Details, find the Site URL. The Resource Server is shown as something like https://xxx.halopsa.com/api; you want just the https://xxx.halopsa.com portion, without /api.
5. Save this value; you'll enter it into Chat in Step 3.

Step 2: Create the Chat Application

On the same HaloPSA API page, create an application that Chat authenticates as.

1. Under the Applications section, select View Applications.
2. Select New at the top right.
3. Complete the configuration across the tabs below to generate the API credentials.

In the Details Tab

• Application Name: your choice. We recommend CloudRadial Chat.
• Ensure the Active checkbox is ticked.
• Authorization Method: select Client ID and Secret (Services).
• Copy and store your Client ID and Client Secret now. They will not be visible after this step.
• Login Type: select Agent.
• Agent to log in as: select an agent whose permissions cover what Chat needs. The simplest option is a system admin with full permissions, but for least privilege, you can instead use an agent whose role is limited to the permissions below.

In the Permissions Tab

Grant the application the permissions Chat needs. Based on what the connector actually calls, the required set is read and write on tickets, plus read access to clients and contacts:

In the Security Tab

You can skip this tab; it isn't necessary for Chat.

Step 3: Enter Your Values Into CloudRadial Chat

Once you have your Site URL, Client ID, and Client Secret, set up the connection in Chat. You can do this in the setup wizard or, if you're changing PSAs, under Connectors as described below.

1. Log in to your CloudRadial Chat account.
2. Go to Connectors from the left-hand menu and select HaloPSA under the PSAs option. You may need to add the connector using the button at the top right.
3. Enter your HaloPSA URL, Application Client ID, and Application Client Secret as required
4. Press Test Connection to ensure things are working properly.
5. Select Save to finalize the connector.