Configure HaloPSA

You must configure HaloPSA to prepare for integration with Cove Data Protection (Cove).

Requirements

The following requirements must be met in HaloPSA before proceeding with integration:

• A HaloPSA User with Admin permissions
• The Cove Data Protection category created
• A Cove Role created with correct permissions
• A Cove Application created

Create Category

1. Login to HaloPSA using an Admin user account
2. Navigate to Configurations > Tickets
3. Select Categorization
4. In the Category 1 field, add Cove Data Protection
5. Save the changes

Integration with Cove will not be successful if this category is not added.

HaloPSA may update its UI or API details over time. While we endeavor to ensure our documentation is updated regularly, we cannot guarantee this. For the most accurate and up-to-date instructions, check the official HaloPSA documentation.

Create Role

1. Login to HaloPSA using an Admin user account
2. Navigate to Configurations > Tickets & Agents
3. Select Roles
4. Create a new Role with a recognizable name, such as Cove-Role
5. Switch to the Departments & Teams tab
6. Set Membership level to all Departments to Modify all (Can view/modify all Tickets in all Departments)
7. Switch to the Permissions tab
8. In the Feature Access section, set:
   • Tickets Access Level: Read and Modify
   • Customers Access Level: Read Only
9. In the Tickets Permissions section, set:
   • Can Add New Tickets: Yes
   • Can View Unassigned Tickets: Yes
10. Save the Role

Integration configurations and automatic ticket creation will not be successful if the role permissions are not added

HaloPSA may update its UI or API details over time. While we endeavor to ensure our documentation is updated regularly, we cannot guarantee this. For the most accurate and up-to-date instructions, check the official HaloPSA documentation.

Create Application

1. Log in to HaloPSA using an Admin user account
2. Select Configurations
3. Navigate to Integrations > HaloPSAAPI
4. Select Applications and add a new application.
5. Set the Application settings as follows:
   • Details tab
     • Application Name: Enter a recognizable name to uniquely identify the Cove integration, such as Cove-HaloPSA
     • Active: Select the Active checkbox
     • Authentication Method: Select ClientID and Secret.
     • Login Type: Select Agent.
     • Agent to log in as: Select Application Identity.
     • Identity Roles: select the newly created Cove-Role.
   • Permissions tab
     • edit:tickets
     • read:customers
6. Save the Application
7. Take a note of the Client Secret. This is used when connecting with HaloPSA

   This is only displayed once when the Application is created.

Integration configurations and automatic ticket creation will not be successful if the application is not added

HaloPSA may update its UI or API details over time. While we endeavor to ensure our documentation is updated regularly, we cannot guarantee this. For the most accurate and up-to-date instructions, check the official HaloPSA documentation.