Halo PSA Integration

In Halo PSA, navigate to Configuration → Teams & Agents → Agents and click New.
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
Update Agent Permissions (in the Permissions tab):
- Feature Access:
  - Tickets Access Level: Read and Modify
  - Customers Access Level: Read Only
- Ticket Permissions:
  - Can add new Tickets: Yes
  - Can view Unassigned Tickets: Yes
  - Can view Tickets that are assigned to other Agents: Yes
Go to Configuration → Integrations → HaloPSA API.
Copy and store the values for Tenant and Resource Server.
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

Copy the generated Client ID and Client Secret and store them safely, then click Save.
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

Click Save.

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

Then click Save. If authentication errors occur, correct the values and try again.

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.