HaloPSA

Effortlessly set up HaloPSA integration with Squadcast for effective incident management. Follow our step-by-step guide for streamlined configuration.

HaloPSA is an All-in-One PSA Software for service providers.

Route detailed alerts from HaloPSA to the right users in Squadcast.

Using HaloPSA as an Alert Source

1. Navigate to Services -> Service Overview -> select or search for your Service. Expand the accordion -> In the Alert Sources section, click Add.

2. Select HaloPSA. Copy the displayed Webhook URL to configure it within HaloPSA. Finish by clicking Add Alert Source -> Done.

Important:

When an alert source turns Active, it’ll show up under Configured Alert Sources, you can either generate a test alert from the integration or wait for a real-time alert to be generated by the Alert Source. An Alert Source is active if there is a recorded incident via that Alert Source for the Service.

Create a Squadcast Webhook Alert in HaloPSA

(1) Login to your HaloPSA dashboard. Under the Configuration tab, select Integrations and click on Webhooks

(2) Click on New. Put in the Webhook Name and paste the previously copied Squadcast Webhook URL in the Payload URL place holder. Select Standard Webhook as the Webhook Type and Post as Method. Select application/json as Content Type and No authentication as Authentication and check Enabled checkbox.

(3) Click on Add +. Put in New Ticket Logged and Closed as Events. Then click on Save

That's it, you are good to go! Your HaloPSA integration is now complete.

Whenever HaloPSA fires an alert, an incident will be created in Squadcast for it. Also, when the ticket is Closed in HaloPSA, the corresponding incident gets auto-resolved in Squadcast.

Have any questions? Ask the community.