Datagate: HaloPSA Integration Prerequisites

Written by Marissa Orsini

Updated at May 4th, 2023

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Table of Contents

Scope Requirements Locate Client ID and Secret Choose an Agent / Tenant Locate Resource/Authorisation Server Information

Scope

Intended Audience: White Label Partners

Follow these steps to gather the information needed to integrate HaloPSA with Datagate

Requirements

Access to HaloPSA

Locate Client ID and Secret

Log in to HaloPSA
Navigate to Configuration > Integrations > HaloPSA API, Choose View Integration, then New
Application Name:enter a name relevant to you, such as your company name without spaces.
Authentication method: Client ID and Secret

Choose an Agent / Tenant

Select an Agent that the API will use and Click Save.

Locate Resource/Authorisation Server Information

Navigate to Configuration > Integrations > HaloPSA API

Copy and paste the information above into the HaloPSA integration configure page in Datagate

halopsa data sharing