Create an API-only Agent User

If you already have an agent user you'd like to utilize, you can skip this step.

Otherwise follow the guide below on configuring this Agent user with the proper permissions.

HaloPSA Agent Permissions 

Generating the Client ID and Client Secret in Halo

1. Log into your HaloPSA account with an admin users permissions.
2. Select Configuration
   
3. Under Advanced select Integrations
   
4. Select HaloPSA API.
   
5. Next, click on the View Application button.
    
6. The Applications listing page will load.
7. Here, click on the New button in the upper right-hand corner.
8. In the Application Name field, enter 1stream.
9. In the Authentication Method, select Client ID and Secret (Services).
10. Under Login Type select Agent, then select your API-only agent for Agent to log in as
    
11. On the Permissions tab, check the all:standard, all:teams, and admin:webhooks options.
    
12. Click Save.
13. Once saved, the Client ID and Client Secret will be created.
14. Copy down the Client ID and Client Secret.

Connecting the Halo Client ID and Client Secret into 1stream

1. Log into the 1stream Admin Portal.
2. Go to the Administration > Manage Organization menu in the top right. 
   
3. Scroll down to the Connected Account and CRM Settings section. 
4. Click on the green circled + to open the configuration pop-up.
5. Select HaloPSA in the CRM Platform drop-down.
   
6. Click the Save button. The pop-up will refresh with the connection configuration settings.
   
7. In the CRM Company field, enter your HaloPSA Company ID.
8. In the API Key field, enter the Client ID generated in Halo.
9. In the API Private Key field, enter the Client Secret generated in Halo.
10. In the Endpoint field, enter your Halo URL with api/ at the end of it. 
    • URL should look like https://xxxxxxx.halopsa.com/api/
11. In the CRM Details link, enter your Halo URL. 
    • URL should look like https://xxxxxxx.halopsa.com/ 
12. Click Save.
13. Scroll Up to the 1stream Administration section.
14. Click on the Systems Check link.
     

There will be a pop-up that appears and confirms if the connection was successful or if there was an issue that needed to be corrected. This will also pull in the user data from your Halo connection that will be reflected when users are added in the next section.

You'll need to click “Load HaloPSA Contacts” once for it to be added to the contact caching schedule.

Mapping CRM Users

Once the CRM Connection to Halo has been completed, the users in 1stream can be now mapped to their corresponding Halo user.

For instructions on how this can be done, please see our Mapping CRM Users article.