HaloPSA
Setting up this integration allows you to
- Deploy Software to machines covered by a certain contract type
- Example: Deploy Huntress to all customers with a Managed Security Contract
- (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: