At Support Fusion, we’re not just focused on big-name platforms like ServiceNow and ConnectWise. We’re building for how real MSPs work, and for many, that means Halo PSA.
In this week’s update, Steve walks through the brand-new Halo PSA connector. Here’s what’s covered:
You’ll need the resource server URL, client ID, and client secret. Just create a new application in Halo and select “client ID and secret” as the auth type.
⚠️ Heads up: Halo only shows the client secret once. Save it somewhere safe.
We recommend agent-based login for full access to the data needed for syncing. You can assign a dedicated service account or just pick an agent that represents Support Fusion activity.
Under permissions, tick “all:standard” to give Support Fusion the access it needs (without admin privileges). Save your changes. That’s it for the Halo side.
Once you’ve entered the connection details, you can:
Test the integration
Select your customer relationship
Set ticket defaults like type, category, and source
Steve wraps with a quick demo of a synced ticket landing in Halo. All the key fields such as title, type, category, customer are mapped exactly as configured.