Setting Up the HaloPSA Integration with CloudRadial Chat

To connect CloudRadial Chat to your HaloPSA (henceforth just called Halo) instance, we need to set up a new HaloPSA API Integration. This will allow tickets to be submitted to the PSA and connect users to their respective tickets within Halo.

• Step 1: Getting the Site URL from Halo
• Step 2: Creating the Chat Application
  • In the Details Tab
  • In the Permissions Tab
  • In the Security Tab
• Step 3: Entering Your Values into CloudRadial Chat

Step 1: Getting the Site URL from Halo

To connect the data between the two systems, gather the necessary data from Halo.

1. Log into your HaloPSA instance
2. Navigate to Configuration from the left-hand menus
3. Select Integrations > HaloPSA API
   • This will take you to a page with the first piece of information we need, which is the site URL. Copy the URL from the fields under API Details (ex. Resource Server will be https://xxx.halopsa.com/api, we are interested JUST in the https://xxx.halopsa.com value.
     
                

Save this value as we'll need to enter it into Chat under the HaloPSA Connector.

Step 2: Creating the Chat Application

Within the same HaloPSA API page, we'll focus on creating an Application to interface with Chat.

1. Under the Applications section, select the View Applications button
2. Select the New button at the top right
3. Complete the following configuration options to generate an appropriate API key

In the Details tab:

• • For the Application Name, enter your desired name. We recommend CloudRadial Chat. 
  • Ensure that the Active checkbox is ticked on
  • For the Authorization Method, select Client ID and Secret (Services)
    • Copy and store your Client ID and Client Secret keys.
    • They will not be visible after this step. 
  • For Login Type, select Agent
  • For Agent to log in as, select a system admin within your HaloPSA instance with full permissions OR appropriate permissions that you want to expose via the API.

In the Permissions tab:

The following are necessary for Chat to work properly:

In the Security tab:

You can skip this - not necessary for Chat.

Step 3: Entering Your Values into CloudRadial Chat

Once you have your Site URL, your Client ID and Client Secret keys, and your created Application, you can set up your connection within Chat. To do so:

1. Log into your CloudRadial Chat account
2. Navigate to Connectors from the left-hand feature set menu and locate/select HaloPSA
   • You may need to add the Connector via the button at the top right
3. Enter the information as required and select Save to finalize the Connector