HaloPSA credentials

You can use these credentials to authenticate the following nodes:

Prerequisites

Create a HaloPSA account.

Supported authentication methods

  • API key

Using API key

To configure this credential, you’ll need:

  • To select your Hosting Type:

    • On Premise Solution: Choose this option if you’re hosting the Halo application on your own server

    • Hosted Solution Of Halo: Choose this option if your application is hosted by Halo. If this option is selected, you’ll need to provide your Tenant.

  • The HaloPSA Authorisation Server URL: Your Authorisation Server URL is displayed within HaloPSA in Configuration > Integrations > Halo API in API Details.

  • The Resource Server URL: Your Resource Server is displayed within HaloPSA in Configuration > Integrations > Halo API in API Details.

  • A Client ID: Obtained by registering the application in the Halo API settings. Refer to HaloPSA’s Authorisation documentation for detailed instructions. n8n recommends using these settings:

    • Choose Client Credentials as your Authentication Method.

    • Use the all permission.

  • A Client Secret: Obtained by registering the application in the Halo API settings.

  • Your Tenant name: If Hosted Solution of Halo is selected as the Hosting Type, you must provide your tenant name. Your tenant name is displayed within HaloPSA in Configuration > Integrations > Halo API in API Details.

HaloPSA uses both the application permissions and the agent’s permissions to determine API access.