Connecting to HaloPSA

All of the tasks in the HaloPSA connector require an established connection, so you will need to create one before you start building your integration. See Managing Connections for further information.

Settings

The following settings are required to successfully connect to the HaloPSA platform.

Solution

The edition of HaloPSA that you are licensed for, either Hosted or On Premise.

Environment

The environment you are working in, either Production or Sandbox.

URL

The URL to access your HaloPSA portal.

Client ID

The identifier for your HaloPSA account. Go to Management > API Configuration to find your Client Id.

Username

The username you use to login to your HaloPSA portal.

Password

The password you use to login to your HaloPSA portal.