What the integration does

With this integration, you'll be able to:

  • Get a list of all your client’s assets monitored in SuperOps.ai, within HaloPSA

  • Dive deeper into an asset from HaloPSA by opening up SuperOps.ai with a single click

Configuring the integration

  1. Before you start, you’ll need the following information from HaloPSA:

    • Client ID

    • Client secret key

    • Tenant name

  2. Log in to HaloPSA, and go to Configurations > Integrations > HaloPSA API. Copy the tenant value under API details, and add it below.

3. Select View Application, and click New on the top right. Give the application a name, select the Active checkbox, and choose Client ID and Secret (Services) as the authentication method. Copy the Client ID and Client Secret, and keep them handy.

4. Choose Agent as the login type, and select the agent you want to be logged in as. Click save to save the new application.

5. Within the new application, go to the Permissions tab and choose All. This is to ensure that the app has the necessary permissions to perform all the actions that an agent can. Click save once you’re done.

Now that you’ve gotten all the necessary information and set up the new application, you can jump into SuperOps.ai to complete the configuration process.

  1. Go to Settings > Marketplace. You’ll find the HaloPSA integration under the professional services section. Click install to start setting up the integration.

  2. Fill in the client ID, client secret key, and tenant name from your HaloPSA account, and click Connect.

3. Once you’re done, you can start mapping clients between both tools. Choose which customers from HaloPSA you'd like to map to existing clients in SuperOps.ai. If they're not existing clients in SuperOps.ai, you can add them as new clients using the drop-down list. Click import once you’re done to start the client mapping and migration.

4. The next step is to map sites between both tools. The process is identical to how you mapped clients—each client’s sites are listed in order and you can either map sites in HaloPSA to existing sites in SuperOps.ai or you can create them as new sites under a client using the drop-down list. Click import once you’re done to start the site mapping and migration.

With this, your HaloPSA account is now connected to SuperOps.ai’s RMM module. You can now access a list of all your client’s assets by logging into HaloPSA and going to the Assets module to the left.

You can open up an asset to learn about it in detail. If you want to delve deeper into the asset, click Open in SuperOps to jump into your SuperOps.ai portal to see granular information about the device.

You’ll be taken directly to the asset’s summary page where you can get right to work.

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