Connecting HaloPSA to Horizon

Connecting HaloPSA to Horizon

Overview

This article walks you through creating an API agent and application in HaloPSA and entering its credentials in the Horizon onboarding wizard.

Prerequisites

  • Administrator access to your HaloPSA account
  • The Horizon onboarding wizard open and on the Connect step

Steps

Part 1: Create an API Agent in HaloPSA

  1. In HaloPSA, navigate to Configuration > Teams and Agents > Agents.
  2. Click New.
  3. Enter a name — we recommend Rocketship Horizon Agent.
  4. Set a password that meets your organization's security requirements.
  5. Assign a Role. The fastest path is to use the Administrator Role.
  6. Ensure these are both set:
    1. Account Active
    2. Is an API-only Agent
  7. Fill in any other required fields:
    1. Team: No Default Team
    2. Timezone: UTC
    3. Work Hours: Default Working Hours

Part 2: Create an API Application in HaloPSA

  1. Navigate to Configuration > Integrations > HaloPSA API.
  2. Note your Auth & Resource Server URL — you will need this later.
  3. Click View Applications, then click New.
  4. Enter a name — we recommend Rocketship Horizon.
  5. Under Authorization Method, select Client ID and Secret (Services).
  6. Copy the Client ID and Client Secret and save them securely — the Client Secret is only shown once.
  7. Set Login Type to Agent.
  8. Under Agent to log in as, select the agent you created in Part 1.
  9. Click Save.

Part 3: Configure API Permissions

  1. On the application record, open the Permissions tab and click Edit.
  2. Set to:
    1. all: standards (this let's your inherit from the Agent Role)
    2. admin (this let's us register our ticket widget)
    3. admin: webhooks (this let's us register our webhook)
  3. Click Save.
Note, if you get the above permissions wrong, you will want to regenerate the secret as well. We have found that HaloPSA API connection permissions don't seem to apply to old secrets.


Part 4: Enter Credentials in Horizon

  1. In the Horizon onboarding wizard, go to the Connect step.
  2. Enter your:
    1. Client ID
    2. Client Secret
    3. Authorization URL (e.g., https://my-msp.halopsa.com/auth)
    4. Resource Server URL (e.g., https://my-msp.halopsa.com/api)
  3. Click Test Connection.
  4. Once the test succeeds, click Next to continue.

Result

After a successful connection test, Horizon begins syncing your HaloPSA account data and advances to the final setup step.

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