Halo PSA Integration

Connecting INFIMA to your Halo PSA tenant ensures your user counts are always up to date with daily overnight syncs. Follow the steps below to complete the integration.

Overview

The integration creates the following:

• API Agent for API Access
• Application with Client ID and Secret
• Subscriptions for each mapped client

The following fields can be modified in Halo PSA without impacting the integration:

• Descriptions
• Names
• Prices
• Costs
• All other subscription fields

Adding INFIMA to Halo PSA

Creating an API Agent

The first step to integrating INFIMA with Halo PSA is to create the API Agent that INFIMA will use to make API calls to your Halo PSA instance.

1. Log in to Halo PSA.
2. Navigate to Configuration > Teams and Agents > Agents.
3. Click New to create a new agent.
4. Provide all required information and select the checkbox "Is an API-only Agent".

5. Save the changes, then go to the Permissions tab and click Edit.
6. Configure the following permissions for the Agent:

7. Save the changes.

Creating an Application

Now create an application to generate the Client ID and Secret that INFIMA will use for authentication.

1. Navigate to Configuration > Integrations > HaloPSA API.

2. Click the View Applications button.

3. Click New to create a new application.

4. Configure the application:

   • Type in the application name (e.g., "INFIMA Integration")
   • Set it as Active
   • Under Authentication Method, select Client ID and Secret
   • As login type, choose Agent and select the Agent you created in the previous step

5. Save the changes, then go to the Permissions tab and click Edit.

6. Select the following permissions and save the changes:

   • read:customers
   • read:invoices
   • edit:softwarelicensing

7. After saving, note your Client ID and Client Secret - you will need these for the next steps.

Finalizing the Integration in INFIMA

Complete your INFIMA - Halo PSA sync by adding the API connection details into your INFIMA dashboard.

Save Halo PSA Connection Details

Store the details for the Application that was created in Halo PSA.

1. Login to the INFIMA Dashboard.
2. Select Partner Menu > Settings from the Navigation Panel.
3. Under Integrations, select Halo PSA.
4. Add your connection details to the form:
   • Halo PSA URL: Your Halo instance URL (found under Configuration → Integrations → HaloPSA API → API Details)
   • Client ID: From the Application you created
   • Client Secret: From the Application you created
5. Save the connection details.

Map INFIMA Clients to Halo Clients

After saving your connection details, you'll need to map your INFIMA clients to the corresponding clients in Halo PSA.

1. Find the INFIMA Client you want to associate and click the "+" to start the association.
2. Click Edit Client Association to choose a Halo Client.

3. Search for a client in the search bar. When you have found the client, click Select to save the mapping.
4. If you are satisfied with the mapping, click Save to store the association of INFIMA Client to Halo Client.
5. The dashboard will update to show the association has been saved.

Subscription Management

How Subscriptions Work

Once you've mapped an INFIMA client to a Halo client, INFIMA automatically creates a subscription for that client in Halo PSA. This subscription is updated daily with the current active user count.

• Subscriptions are created automatically when you map a client
• INFIMA updates the user count on the subscription daily during overnight syncs
• Pro rata calculations can be handled directly by Halo PSA

Adding Subscriptions to Recurring Invoices

1. In Halo PSA, navigate to the customer's record.
2. Locate the recurring invoice tab.
3. Add the subscription to the customer's recurring invoice by creating a new invoice or adding it to an existing one.
4. Configure your preferred billing cycle and invoice settings.

Sync Process

The Last Sync Date field will be updated to show the last date of successful sync. User counts are automatically updated on the subscription, and Halo PSA will use these values for your recurring invoices.