HaloPSA ticket sync in under 5 minutes
At Support Fusion, we’re not just focused on big-name platforms like ServiceNow and ConnectWise. We’re building for how real MSPs work, and for many, that means Halo PSA.
In this week’s update, Steve walks through the brand-new Halo PSA connector. Here’s what’s covered:
Getting your API settings from Halo
You’ll need the resource server URL, client ID, and client secret. Just create a new application in Halo and select “client ID and secret” as the auth type.
⚠️ Heads up: Halo only shows the client secret once. Save it somewhere safe.
Choosing the right login method
We recommend agent-based login for full access to the data needed for syncing. You can assign a dedicated service account or just pick an agent that represents Support Fusion activity.
Setting permissions and saving
Under permissions, tick “all:standard” to give Support Fusion the access it needs (without admin privileges). Save your changes. That’s it for the Halo side.
Configuring your defaults in Support Fusion
Once you’ve entered the connection details, you can:
-
Test the integration
-
Select your customer relationship
-
Set ticket defaults like type, category, and source
See it all come together
Steve wraps with a quick demo of a synced ticket landing in Halo. All the key fields such as title, type, category, customer are mapped exactly as configured.
