| ITSupportPanel · PSA Integrations |
Set up the HaloPSA API for ITSupportPanel
To integrate ITSupportPanel with your HaloPSA installation, and to complete Step 3 of the Invarosoft Setup Wizard, you need an API login for ITSupportPanel. This guide walks you through creating it in HaloPSA and shows which details you'll need to enter in the wizard.
| Log in to HaloPSA as an admin |
Log in to your HaloPSA web interface with an admin-level user account.
| Open HaloPSA API |
Open the settings (gear) menu, go to Integrations and select HaloPSA API.
| Note down the API details |
Under API Details, take note of these values:
| Open the applications list |
On the same page, under Applications, click View Applications.
| Create a new application |
Click New at the top right of the page.
| Name the application and choose the authentication method |
Give your application a name, make sure Active is ticked, and select Client ID and Secret (Services) as the Authentication Method.
| Set the login type |
Under Login Type, select Agent, then choose an agent under Agent to log in as.
| Copy the Client ID and Client Secret |
Take note of the Client ID and Client Secret. You'll find them on the same screen, between the sections from steps 6 and 7.
| Open the Permissions tab |
Select the Permissions tab at the top of the page.
| Grant all permissions |
Tick the box next to all.
| Save the application |
Click Save.
| Done.The API setup is complete. These are the details you need for the Setup Wizard:
For Site, enter only the domain name of your HaloPSA instance, without http/https or any slashes. |
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