Creating an API Key in HaloPSA

 

  1. Log into Halo PSA and navigate to Advanced. From the dashboard navigate to Integrations.

 

 

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2. Next Click on HaloPSA API

 

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3. HaloPSA to vCIOToolbox API mappings

 

  • Resource Server URL maps to HaloPSA API URL
  • Authorization Server maps to HaloPSA Auth URL




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4. In the Applications section, click on View Applications.

 

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5. Create a new application and name it vCIOToolbox.

 

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6. Build the Application

  1. Give the Application a Name (suggested: vCIOToolbox)
  2. Choose Client ID and Secret
  3. This will generate the Client ID and the Client Secret (Record these values for use in vCIOToolbox)
  4. Choose Agent and then choose the Agent account for use with the API

 

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7. Edit the permissions in the Permissions tab

 

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8. The following permissions must be enabled to use the APi

 

 

  • Read:tickets
  • Edit:tickets
  • Read:customers
  • Edit:customers
  • Read:crm
  • Edit:crm
  • Read:contracts
  • Edit:contracts
  • Read:sales
  • Edit: sales
  • Read:invoices
  • Edit:invoices
  • Read:assets
  • Edit:assets