Setup Overview
Setting up the HaloPSA integration involves three main steps:Creating an Agent Resource
Set up a dedicated agent in HaloPSA that Neo Agent will use for time entries, ticket assignments, and action attribution.
Creating an API Application
Configure API credentials with the right scopes for Neo Agent to access your HaloPSA system programmatically.
Connecting to Neo Agent
Configure the connection between your HaloPSA system and Neo Agent using API credentials and integration settings.
Configuring Webhook Events
Configure which ticket events trigger real-time notifications to Neo Agent.
How Permissions Work
Neo Agent uses two layers of access control: the HaloPSA API application’s OAuth scopes set the maximum API access (configured during setup), while the Neo Agent dashboard controls what Neo actually does — which areas it can read, write, or ignore, and whether actions require technician approval.Prerequisites
Before starting the integration setup, ensure you have:- Admin Access: Administrative access to your HaloPSA system (Configuration section)
- API Access: An active HaloPSA subscription with API access enabled
- Named Licence: An available agent licence for the Neo Agent resource