Halo PSA Integration

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Prerequisites

• Petra account
• Halo PSA administrator permissions

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1. Create a Halo API user for Petra

1. In Halo PSA, navigate to Configuration → Teams & Agents → Agents and click New.
2. Fill in the following details and save:
   • Username: petra_api
   • Password: Use a strong password
   • Use AD authentication: No
   • Roles: Administrator (scope will be limited via API application permissions)
   • Is an API-only Agent: Checked
   • Default Team: No default team
   • Work Hours: 24 Hours
   • Can approve Purchase Orders: Unchecked

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2. Add an API Application for Petra

1. Go to Configuration → Integrations → HaloPSA API.
2. Copy and store the values for Tenant and Resource Server.
3. Click View Applications → New and enter:
   • Name: Petra
   • Authentication Method: Client ID and Secret (Services)
   • Login Type: Agent
   • Agent to log in as: petra_api
4. Copy the generated Client ID and Client Secret and store them safely, then click Save.
5. Open the Permissions tab and enable:
   • Admin: webhooks
   • Read: tickets
   • Edit: tickets
   • Read: customers
   • Read: contracts
   • Edit: contracts
   • Read: items
   • Edit: items
   • Read: invoices
   • Edit: invoices

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3. Link Halo PSA in Petra

1. In Petra, open Settings: https://app.petrasecurity.com/settings and click Link Halo PSA.
2. Enter the credentials you saved earlier:
   • Tenant
   • Resource Server URL (omit the trailing /api if present)
   • Client ID
   • Client Secret

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Troubleshooting

• Authentication failed: Verify Tenant, Resource Server (without /api), Client ID, and Client Secret. Regenerate credentials if needed.
• Permission errors: Confirm the API Application permissions are set as above and the petra_api Agent is active and API‑only.
• Ticket routing unexpected: Review service parameters, Ticket Type/Category overrides, and automations in Halo PSA.