HaloPSA Integration Setup

Generate API Credentials

1. In HaloPSA, go to **Configuration > Integrations > HaloPSA API**

2. Click **View Applications**

3. Click **New Application**

4. Enter a name (e.g., "BrainstormMSP Integration")

5. Select **Client Credentials** as the auth method

6. Note the Client ID and generate a Client Secret

Required Scopes

Enable these scopes for the application:

• read:customers

• read:tickets

• write:tickets

• read:assets

Connect in BrainstormMSP

1. Go to **Settings > Integrations**

2. Click **Connect HaloPSA**

3. Enter your HaloPSA URL (e.g., yourcompany.halopsa.com)

4. Enter the Client ID and Client Secret

5. Click **Authorize**

6. Approve the requested permissions

Verify Connection

After connecting:

• You should see a green "Connected" status

• Client sync will begin automatically

• Check the sync log for any errors

Import All Clients

HaloPSA integration automatically imports:

• Active customers

• Associated sites/locations

• Primary contacts

Mapping Existing Clients

If you've already set up clients in BrainstormMSP:

1. Go to **Settings > Integrations > Client Mapping**

2. Click **Bulk Map**

3. Review suggested matches based on name similarity

4. Accept or adjust mappings

5. Click **Save All Mappings**

Enable Real-Time Updates

For instant sync when tickets change:

1. In HaloPSA, go to **Configuration > Integrations > Webhooks**

2. Click **New Webhook**

3. Enter the BrainstormMSP webhook URL (found in Settings > Integrations)

4. Select events:

- Ticket Created

- Ticket Updated

- Ticket Closed

5. Click **Save**

Test the Webhook

1. Create a test ticket in HaloPSA

2. Check BrainstormMSP for the corresponding update

3. Verify status sync works in both directions