HaloPSA

Setting up this integration allows you to

1. Deploy Software to machines covered by a certain contract type

• Example: Deploy Huntress to all customers with a Managed Security Contract

1. (Preferred) Deploy Software to machines covered by an Contract with a specific recurring invoice item

• Example: Deploy SentinelOne to all computers that have SentinelOne on a recurring invoice as a recurring invoice item on their contract

Create an ImmyBot Application under /config/integrations/api/applications

• Under the details section, select the Client ID and Secret Authentication Method
• Generate and copy the Client ID and Client Secret
• The Login Type should be "Agent", and you should select an "Agent to log in as"

Permissions:

• read:customers -> Yes
• read:contracts -> Yes
• read:items -> Yes
• edit:items -> Yes (*should not be needed > 2.99, API bug will not allow listing items without edit rights)
• read:invoices -> Yes
• read:software -> Yes
• read:assets -> Yes (*future feature of the integration will include asset population, not currently necessary)
• edit:assets -> Yes (*future feature of the integration will include asset population, not currently necessary)

Plug in the Client ID and Client Secret in ImmyBot

Create a HaloPSA Integration Link and fill in the Integration Settings

Embedded Ticket Tab

HaloPSA version 2.125.5, introduced a new feature called Custom Tabs. You can configure these Custom Tabs to point to a web address, similar to an iframe.

Within HaloPSA, configure the tab as follows:

This tab will then show on all tickets in the system, like this: