Set Up HaloPSA Ticketing Recipients

A ticketing recipient is a configuration linked to notification profiles. It automatically creates and closes tickets in HaloPSA based on the defined ticket details and settings.

A ticketing recipient includes four elements:

  • Ticket Details

    Define the ticket type, category, urgency, initial status, and assignee.

  • Notification Settings

    Configure acknowledgment settings, repeat failure behavior, and Windows Event Log properties.

  • Associated Notification Profiles

    Select the ticket owner (SO, customer, site), choose notification profiles to associate with the recipient, and set escalation delays.

  • Notification Schedule

    Specify whether the schedule applies to the entire day or a daily interval.

You can add or modify a ticketing recipient only if you have the appropriate permissions.

Configure HaloPSA

To ensure tickets sync correctly between N-central and HaloPSA, configure the following settings in HaloPSA:

Ticket type fields

Set all ticket type fields to Visible – Not Required.

  1. Go to Configuration > Tickets > Ticket Types > Edit > Field list .

  2. Set to Visible – Not Required.

Approval process

Disable the approval process to prevent ticket creation delays.

  1. Go to Configuration > Tickets > Approval Processes.

  2. Clear “Allow choice of CAB members when an approval step begins”

These settings ensure that required fields do not block ticket synchronization and that the correct ticket types are assigned during ticket creation from N-central to HaloPSA.

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