How to connect HaloPSA to your HighGround Account

STEP 1: Login to HaloPSA

Please take note of your domain in your instance URL. You will need this to integrate HaloPSA to HighGround.

For example, for the following instance:

This guide helps with creating a Role, an Agent, and an Application to integrate HaloPSA to HighGround.

From the top bar click Menu Icon, and navigate to Configuration:

Search for a "Roles" and click the Roles in Optional Features:

Click “New” in the top right corner:

Give the role a name, “HighGroundAgentRole” preferably, but you can use what best suits you.

And click Save:

Now go to the Permissions tab:

Select the following permissions for the role:

Select the following Permissions:

Tickets Access Level:
- Read and Modify
Customers/Clients Access Level:
- Read Only
User Access Level:
- Read Only
CRM Access Level:
- Read Only
Assets Access Level:
- Read Only
Suppliers Access Level:
- Read Only
Products/Items Access Level:
- Read Only
Quotations Access Level:
- Read Only
Billing Details Access Level:
- Read Only
Invoices Access Level:
- Read Only
Customer Agreements Access Level:
- Read Only
Service Catalogue Access Level:
- Read Only
Can add new Tickets:
- Yes
Can view Unassigned Tickets:
- Yes
Can view Tickets that are assigned to other Agents:
- Yes
Can change a Ticket's Ticket Type:
- Yes
Can Re-Assign Tickets:
- Yes
Billing Permissions Section at the end of the page:
- Can View Item Costs:
  - Yes

Click Save.

Now in the left-hand-side menu click Agents:

Then New:

Username: HighGroundAgent
Roles: Select the role you just created (HighGroundAgentRole if you followed our naming convention)
Click “Is an API-only Agent”

Fill out all other mandatory fields and click Save.

After the Agent has been created, find it in the list of Agents and click on it:

Go to the Departments & Teams tab:

Click Edit on the top of the page:

Find Departments and click Add:

Add all the Departments with the level of access - “View All” and a ticked checkbox “Show all Teams in this Department in the Team Tree”:

Click Save in the choosing window and then Save at the top of the page.

Now In the left-hand side panel, scroll down and choose Integrations and then HaloPSA API:

You will be presented with the following screen, where you need to choose View Applications:

Then click New:

Fill out the following fields:

Make sure to save the Client ID and Client Secret as they will be needed later to integrate the tool.

Click Save and go to Permissions page:

The following permissions must be chosen for the application level:

Click Save and go to the next step of this guide.

Find HaloPSA and click Connect:

Fill out the pop-out window with values received in the previous steps and click Continue:

Congratulations, now HaloPSA is integrated into your HighGround Account! 🥳