Configure N-able N-central to communicate with HaloPSA

After the integration configuration has been completed in HaloPSA, N-able N-central must be configured to communicate with HaloPSA.

SO Level

You can define different configurations for each SO. Any SO administrator can modify integration settings.

System Level

Only the Product Administrator can modify the configuration. If a PSA configuration exists at the SO level, the option does not appear at the System level.

The option does not appear from the System Level if a PSA configuration is present at the SO level.

  1. Click Administration > PSA Integration > Configure PSA Integration.
  2. Select Halo PSA from the Choose your PSA Solution drop-down menu.

    The screen refreshes to show the integration settings for HaloPSA.

  3. Go to HaloPSA. Copy the Instance location and paste it into N-able N-central.

  4. Navigate to Configuration > Integrations from the left menu. Locate the Client ID and Client Secret.

  5. Click HaloPSA API, and then select View Applications.

  6. To add your N-able N-central server, click New and provide an Application Name that clearly identifies your N-central instance.

  7. Choose Authentication method as Client ID and Secret. Copy the Client ID, and paste it to the Application (Client) ID section in N-central.

  8. In Halo, click Generate, then click Copy to get the Client Secret. Go to N-central and paste the Client Secret.

  9. In HaloPSA, select the Login Type. Choose the Agent to log in as with the Agent name to associate.

  10. Click Save.

  11. Go to the Permissions tab, click Edit. Select the access parameters, and click Save.

    It is optional to enter the CORS Whitelist host name in Security tab.

  12. In N-able N-central, on the PSA Integration page under Ticketing Errors, enter an Email Recipient for error emails.

  13. Click Save.

After a successful connection, a toggle is set to ON next to HaloPSA in the Choose Your PSA Solution drop-down, and below that, the version of HaloPSA to which you are connected.

After successful integration with HaloPSA, more menu items appear under PSA Integration in the navigation pane:

  • Customer Mapping
  • Device Class Mapping
  • Export Devices
  • Ticketing

If the integration is configured at the System level, there are fewer options at the SO level. Ticketing is the only integration feature available at the Customer level.