HaloPSA

Updated March 27, 2024 23:01

One native integration that can be set up within Hudu is HaloPSA.

Before setting up your HaloPSA integration, read our Understanding Integrations article to learn basic concepts and useful tips.

In order to setup an integration with HaloPSA, you will need:

Access to retrieve HaloPSA API credentials.
Admin or super-admin user role within Hudu.

At any time, you can come back to your Hudu admin area >> Integrations >> HaloPSA to make changes to the integration.

Integration Features

Hudu's integration with HaloPSA allows you to sync over:

Companies.
- Create client spaces within Hudu directly from HaloPSA companies, or seamlessly merge them into existing (already-created) client spaces.
Users.
- Pull users directly from HaloPSA and easily sort into an asset layout of your choice ("People", "Contacts", "Company A employees", etc.)
Assets.
- Pull asset information from HaloPSA; sorted into asset layouts based on set sort rules and your primary sync location(s).
Contracts.
- Pull in active contracts to allow for visibility on client spaces within Hudu.
Sites.
- Pull sites/locations from HaloPSA.

Use our new Hudu Assist browser extension feature to bring the power of the Hudu interface into the tools your team is already using. For more information, visit our Hudu Assist article!

What Hudu needs from HaloPSA

Resource Server.
Tenant.
Client ID.
Client Secret.

Guides

Enabling Integrations

Integrations can be enabled at any point during your Hudu environment testing and/or during production. Integrations can be merged into your existing documentation based on set rules; providing the ability to start with integration setup, or easily connect them at a later date.

To enable the HaloPSA integration:

Navigate to Hudu admin area >> Integrations.
Select HaloPSA from the list.

If you're running on a Hudu version before 2.1.5.15, you'll need to select create integration.

Obtaining the HaloPSA Information

Navigate to your Halo instance >> Configuration >> Integrations >> HaloPSA API.
Click on ((View applications)), and then ((Create a New Application)).
Name the application.
Confirm in the last step that the active checkbox is checked.
Choose Client ID and Secret as the authentication method.
- Record these in a secure and secret place. You will need them later.

Choose the correct Login Type and Agent to log in as.
- This can be any user, but we usually recommend creating a dedicated user for this.
- Ensure that you choose a valid user that has access to all of the clients you'd like to bring in.

Select the Permissions tab; and choose read:customers and read:assets.
Save the settings in HaloPSA.
Back in Hudu; enter the resource server, tenant, client ID, and client secret into the provided fields.
- These can all be found in Halo >> Configurations >> Integrations >> HaloPSA API.
- If you are using self-hosted Halo, leave the Tenant field blank.
- Make sure there is not a closing "/" at the end of the resource server and authorization server!
Save the settings.

Make sure to test the integration for a successful connection before continuing; do not continue on until you see a connection successful message display.

Start the sync. After inputting all settings and ensuring the connection was successful; start the sync to push initial data to Hudu from HaloPSA (this is required before moving on).

Matching Companies

Before your companies (and their corresponding data) from HaloPSA can be brought into Hudu, they must first be matched to companies that either already exist within your Hudu environment; OR to companies that you create now.

Hudu recommends matching one company first, for testing purposes, to ensure that your information comes over correctly.

The first time your integration connection runs successfully, it will attempt to bring in companies from Halo; these are then added to the Matched Companies List of that integration.
- Navigate to your Hudu admin area >> Integrations >> and find HaloPSA from the list. Click into it.
- It should now have a button that says Match Companies.
- Go through the list of companies and either bulk create/match all OR decide to:
  - Match the company to an existing (already created) client in Hudu;
  - Create a matched client within Hudu from a Halo company;
  - Leave unmatched, company (and corresponding data) will not be created/brought into Hudu.
Once you have matched your companies, you must re-run the integration import to fill in all the data for the newly matched/created companies.

Primary Sync Location

Primary sync location(s) serve as your "junk drawer" asset layout(s); storing the information that is being pulled in, but not otherwise told where to be placed.

The HaloPSA integration requires you to designate two primary sync locations. These are users and sites.

Navigate back to your Hudu admin >> Integrations >> Halo ((Edit Settings)).
Choose asset layouts (must be active asset layouts) from the list to designate as the primary sync locations.

If you don't see/have not created any asset layouts yet, you’ll need to create these. Visit Asset layouts for additional information!

Other Options

Choose which items, if any, you'd like to skip from being brought into Hudu.

Sort Rules

Sort rules allow you to select which data types (from Halo) will be mapped into which asset layouts (within Hudu). They allow you to specify certain "rules" for asset types as to where they get placed; any asset types that are brought in, but are not told where to be placed via sort rules, will be placed into the corresponding primary sync location.

The asset layouts that you're choosing to sort into can be created beforehand (Hudu admin area >> Asset Layouts; ensure that they're marked active) OR you can create new asset layouts here.

Save your settings and stop/start your integration sync again to reflect your changes.

FAQ

Getting "Failed: Undefined" error for the test connection?

Answer: The user assigned to the Hudu/Halo application does not have permissions to view clients within Halo Instance. To fix: Go to Halo instance >> Teams & Agents >> Agents and find the user that is assigned to the Hudu application. On the "Permissions" tab, ensure that the user has Read Only access (at least) on the field "Client Access Level". Save and retry Test Connection in Hudu.

How often do integrations sync?

Answer: Native integrations will automatically re-sync (update) every 3 hours.
You can also use either the global or the card-specific re-sync features to refresh native integration syncs at any point.

Why is my integration taking a long time to finish?

Answer: If the Halo sync has been loading for a significant amount of time (it can take up to 10 minutes), follow the steps below:

- Test the connection to ensure Hudu and Halo are communicating correctly.
- Verify your Halo credentials.
- Refresh the page (while a sync is actively running).
- Stop the sync and restart the sync.

Accidentally deleted an integration card; how do I get this back?

Answer: It should appear on subsequent re-syncs. If it is still not appearing, ensure that it has not been archived; and still exists in your sort rules.

Notes: Active integrations sync automatically every 3 hours; manual re-syncs can be performed either within an integrations’ settings page or by clicking the top right re-sync button.