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:
You will need to save “https://highground.halopsa.com”.
STEP 2: Generate API Credentials
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:
![](https://static.helpjuice.com/helpjuice_production/uploads/upload/image/9806/3402492/1692001164436-image20230814-77-i5gefs.png)
Search for a "Roles" and click the Roles in Optional Features:
![](https://static.helpjuice.com/helpjuice_production/uploads/upload/image/9806/3444757/1693385056007-image20230830-77-18xaa4d.png)
Click “New” in the top right corner:
![](https://static.helpjuice.com/helpjuice_production/uploads/upload/image/9806/3444780/1693385349252-image20230830-64-16xii7o.png)
Give the role a name, “HighGroundAgentRole” preferably, but you can use what best suits you.
And click Save:
![](https://static.helpjuice.com/helpjuice_production/uploads/upload/image/9806/3444790/1693385469521-image20230830-60-1xmbq3c.png)
Now go to the Permissions tab:
![](https://static.helpjuice.com/helpjuice_production/uploads/upload/image/9806/3444840/1693385557436-image20230830-99-1cwt0o9.png)
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
-
Can View Item Costs:
Click Save.
Now in the left-hand-side menu click Agents:
![](https://static.helpjuice.com/helpjuice_production/uploads/upload/image/9806/3444839/1693385639685-image20230830-74-rterwo.png)
Then New:
![](https://static.helpjuice.com/helpjuice_production/uploads/upload/image/9806/3402566/1692004277077-Screenshot2B2023-08-142B09452620230814-59-ak7ew2.png)
- 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.
![](https://static.helpjuice.com/helpjuice_production/uploads/upload/image/9806/direct/1693385973965-image.png)
After the Agent has been created, find it in the list of Agents and click on it:
![](https://static.helpjuice.com/helpjuice_production/uploads/upload/image/9806/3534428/1696495818680-image20231005-54-14mya47.png)
Go to the Departments & Teams tab:
![](https://static.helpjuice.com/helpjuice_production/uploads/upload/image/9806/3534432/1696495859202-image20231005-61-ffz942.png)
Click Edit on the top of the page:
![](https://static.helpjuice.com/helpjuice_production/uploads/upload/image/9806/3534438/1696495888023-image20231005-100-x8fntp.png)
Find Departments and click Add:
![](https://static.helpjuice.com/helpjuice_production/uploads/upload/image/9806/3534440/1696497335802-image20231005-61-15jdrpz.png)
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”:
![](https://static.helpjuice.com/helpjuice_production/uploads/upload/image/9806/3534447/1696501527462-image20231005-61-115hdjt.png)
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:
![](https://static.helpjuice.com/helpjuice_production/uploads/upload/image/9806/3402488/1692001805716-image20230814-97-bws1w7.png)
You will be presented with the following screen, where you need to choose View Applications:
- Save the Tenant, as you will need it later.
![](https://static.helpjuice.com/helpjuice_production/uploads/upload/image/9806/3421215/1692623898445-image20230821-60-1vmh6pm.png)
Then click New:
![](https://static.helpjuice.com/helpjuice_production/uploads/upload/image/9806/3402485/1692002109419-image20230814-59-1sz357.png)
Fill out the following fields:
- Application Name: HighGround
- Authentication Method: Client ID and Secret (Services)
- Login Type: Agent
- Agent to log in as: the agent you created (HighGroundAgent in this case)
Make sure to save the Client ID and Client Secret as they will be needed later to integrate the tool.
![](https://static.helpjuice.com/helpjuice_production/uploads/upload/image/9806/3433426/1692010008453-image20230825-83-1bknquu.png)
Click Save and go to Permissions page:
![](https://static.helpjuice.com/helpjuice_production/uploads/upload/image/9806/direct/1692010278561-image.png)
The following permissions must be chosen for the application level:
- read:tickets
- edit:tickets
- read:customers
- read:crm
- read:contracts
- read:suppliers
- read:items
- read:quotes
- read:invoices
- read:software
- read:assets
Click Save and go to the next step of this guide.
STEP 3: Integrate to HighGround
Login to your HighGround account and go to the Integrations tab:
![](https://static.helpjuice.com/helpjuice_production/uploads/upload/image/9806/3433417/1692017903915-image20230825-60-lsks5n.png)
Find HaloPSA and click Connect:
![](https://static.helpjuice.com/helpjuice_production/uploads/upload/image/9806/3409656/1692017930251-image20230816-92-khvkxp.png)
Fill out the pop-out window with values received in the previous steps and click Continue:
- Server Type: Hosted or Cloud
- Client Id: Client Id saved from step 2
- Client Secret: Client Secret saved from step 2
- Api Domain Url: Resource Server from step 2
- Tenant Id: Tenant from step 2
![](https://static.helpjuice.com/helpjuice_production/uploads/upload/image/9806/direct/1692624007557-image.png)
Congratulations, now HaloPSA is integrated into your HighGround Account! 🥳