Connecting HALO PSA

When DMARCER is connected to HALO PSA, your customers, assets, alerts and licence counts are kept in sync, so your PSA always reflects the latest domain-security status without any manual work.

Step 1: Create API credentials in HALO

1. In HALO, go to Configuration, then Integrations, then HaloPSA API.
2. Click View Applications, then + New.
3. Create a new application using the Client Credentials grant type, with the 'all' scope.
   1. Application Name: DMARCER
   2. Active: Ticked
   3. Authentication Method: Client ID and Secret (Services)
   4. Branding: Use Default Branding
   5. Allow Agent Logins: Ticked
   6. Allow End-User Logins: Unticked
   7. Default Language: Use the Global Default Language
   8. SELECT AGENT DETAILS - CREATE NEW AGENT WITH MINIMAL POSITION
   9. CREATE API AGENT RECORD
4. On the Permissions Tab, apply the following permissions:
   1. edit: tickets
   2. read: tickets
   3. read: customers
   4. read: assets
   5. edit: assets
   6. read: contracts
   7. edit: contracts
5. Click Save, and make a note of the Client ID and Secret provided.
6. CONFIRM AGENT PERMISSIONS

Step 2: Add the integration in DMARCER

1. Open Integrations and click Add.
2. Choose PSA, then HALO PSA.
3. Enter your HALO URL (for example https://yourcompany.halopsa.com) along with the Client ID and Client Secret you copied earlier. You only need to fill in Tenant if HALO is installed on-premise.
4. Give the connection a friendly name and click Connect.

DMARCER keeps your credentials safely encrypted and tests the connection straight away. When you see a green Connected badge, you are all set.

Step 3: Link your customers

Link each DMARCER customer to its matching HALO client, then choose what you would like to keep in sync: assets, alerts and licence usage.