HaloPSA credentials

You can use these credentials to authenticate the following nodes:

Prerequisites

Refer to HaloPSA's API documentation (opens in a new tab) for more information about the service.

To configure this credential, you'll need:

To select your Hosting Type:
- On Premise Solution: Choose this option if you're hosting the Halo application on your own server
- Hosted Solution Of Halo: Choose this option if your application is hosted by Halo. If this option is selected, you'll need to provide your Tenant.
The HaloPSA Authorisation Server URL: Your Authorisation Server URL is displayed within HaloPSA in Configuration > Integrations > Halo API in API Details (opens in a new tab).
The Resource Server URL: Your Resource Server is displayed within HaloPSA in Configuration > Integrations > Halo API in API Details (opens in a new tab).
A Client ID: Obtained by registering the application in the Halo API settings. Refer to HaloPSA's Authorisation documentation (opens in a new tab) for detailed instructions. n8n recommends using these settings:
- Choose Client Credentials as your Authentication Method.
- Use the all permission.
A Client Secret: Obtained by registering the application in the Halo API settings.
Your Tenant name: If Hosted Solution of Halo is selected as the Hosting Type, you must provide your tenant name. Your tenant name is displayed within HaloPSA in Configuration > Integrations > Halo API in API Details (opens in a new tab).

HaloPSA uses both the application permissions and the agent's permissions to determine API access.