---
title: HaloPSA Integration Guide
description: A step-by-step guide to getting HaloPSA connected
---

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1. [MSPHub PSA Integration KB](https://kb.mspcentric.io/msphub?hsLang=en)
2. [Getting started](https://kb.mspcentric.io/msphub/getting-started?hsLang=en)
3. [Connecting Your PSA](https://kb.mspcentric.io/msphub/getting-started?hsLang=en#connecting-your-psa)

# HaloPSA Integration Guide

## A step-by-step guide to getting HaloPSA connected

Here are the minimum requirements for on-premise environments.

1. Fully Chained SSL Certificate.
2. The latest stable version of HaloPSA.
3. If your Halo instance restricts access based on IP, our IPs are 3.19.3.152 &  3.19.4.238

**Note:** On-premise users can populate the **Tenant** field by typing '**Not set'**.

**Note:** Setting **All** permissions on step 10 will cause authentication to fail.

1. Within the DNS Filter dashboard, navigate to Organization \> PSA Management
2. Select Data Sources \> Integrations
3. Choose API Authentication \> Connect
4. Select HaloPSA and click **Next**. 
     1. You will then be presented with a connection checklist. Please gather these items before progressing to the next page. Let's head over to HaloPSA.
5. Login to HaloPSA.
6. Navigate to **Configuration** \> **Integrations** \> **HaloPSA API** \> **View Applications**.
7. Click **New** in the top right.
8. On the **Details** tab, populate "Application Name".
9. Set the "Authentication Method" to **Client ID and Secret (Services)** and Record the **Client ID** and **Client Secret**.
10. Set the **Login Type** to **Agent**.
11. Select an **Agent to log in as**. Ensure the Agent has a Role with the following permissions. 
      1. Customers Access Level - Read Only
      2. Invoices Access Level - Read and Modify
      3. Customer Agreement Access Level - Read and Modify
      4. Products Access Level - Read and Modify
12. Keep a record of the **Client ID** and **Client Secret**.
13. Press Save
14. On the **Permissions** tab, enable the following permissions: 
      1. Read: Customers
      2. Read and edit: Contracts
      3. Read and edit: Items
      4. Read and edit: Invoices
15. Navigate back to the Configurations page. Now go to **Teams & Agents \> Agents**, and ensure Feature Access is enabled for Clients Access Level for the agents you are using.
16. **Save** the API Application.
17. Within Halo PSA, navigate to **Configuration** \> **Integrations** \> **HaloPSA API**
18. Record the **Resource Server, Authorization Server** and **Tenant**.
19. Return to DNSFilter, select HaloPSA and insert the following information. 
      1. Client ID
      2. Client Secret
      3. Resource Server
      4. Authorization Server
      5. Tenant (On-premise users can populate the **Tenant** field by typing '**Not set'**).
20. Select "**Save and Test"** to confirm the integration is configured properly.

**Warning:** Authorization Server requires a forward slash "/" at the end of the URL **https://domain.halopsa.com/auth/**

Congratulations, you've successfully connected your PSA!

- [Getting started](https://kb.mspcentric.io/msphub/getting-started?hsLang=en#main-content)

    - [Quick Start Guide](https://kb.mspcentric.io/msphub/getting-started?hsLang=en#quick-start-guide)
    - [Connecting Your PSA](https://kb.mspcentric.io/msphub/getting-started?hsLang=en#connecting-your-psa)
- [Billing Reconciliation](https://kb.mspcentric.io/msphub/billing-reconciliation?hsLang=en#main-content)

    - [Reconciling Service Usage to your PSA](https://kb.mspcentric.io/msphub/billing-reconciliation?hsLang=en#reconciling-service-usage-to-your-psa)
    - [Auto-Reconcillation](https://kb.mspcentric.io/msphub/billing-reconciliation?hsLang=en#auto-reconcillation)
    - [Settings and Features](https://kb.mspcentric.io/msphub/billing-reconciliation?hsLang=en#settings-and-features)
- [FAQs and Resources](https://kb.mspcentric.io/msphub/faqs-and-resources?hsLang=en#main-content)

    - [FAQs](https://kb.mspcentric.io/msphub/faqs-and-resources?hsLang=en#faqs)
    - [Troubleshooting](https://kb.mspcentric.io/msphub/faqs-and-resources?hsLang=en#troubleshooting)
    - [Other Resources](https://kb.mspcentric.io/msphub/faqs-and-resources?hsLang=en#other-resources)
    - [PSA Service Bundle Contract Management](https://kb.mspcentric.io/msphub/faqs-and-resources?hsLang=en#psa-service-bundle-contract-management)

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