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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

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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:

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

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Technician Tools ​

HaloPSA version 2.125.5 introduced a new feature called Custom Tabs. You can configure these Custom Tabs to point to a web address that is rendered as an iframe.

Within HaloPSA, configure the tab as follows:

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Copy the url template:

https://<your-domain>.immy.bot/technician-pod/psa/<halo-integration-id>/ticket/$FAULTID

The URL is specific to your instance. You'll need to replace <your-domain> with your domain and <halo-integration-id> with your halo integration id. This id can be found here:

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After you setup the tab, navigate to a ticket and select the tab with the name you just created. It shoud load the technician tools page of Immybot.