Connect To HaloPSA

Before beginning the steps to integrate Cove Data Protection (Cove) with HaloPSA, ensure you have met all requirements.

1. Log in to the Management Console as a Reseller level customer using a SuperUser or Administrator user account.
2. Navigate to Management > Integrations in the vertical menu.

   

3. Select Configure on the HaloPSA tile.
4. The Configure HaloPSA wizard opens, enter the details as taken from the HaloPSA application:
   • Connection name: Provide a unique name for the integration.
   • Client ID
   • Client Secret
   • Resource Server Hostname

   

5. Click Connect. Once the connection has been successful, a confirmation message appears to advise and you will be able to begin mapping customers associated with the tenant details you provided that Cove retrieves from HaloPSA.

   

6. Click Next to map customers
7. Select the corresponding PSA customer for the Cove Reseller account

   To map all Cove customers to the PSA customer you selected, select Apply to all.

   

   If there are unmapped PSA customers in the table below, the tickets set up for them will be assigned to the PSA customer you have mapped to the Cove reseller.

8. If mapping each Covecustomer to its own PSA customer, select this using the dropdown in each PSA customer field
9. Review the automatic mapping of customers in the table:
   • To remove a mapping, click the X next to the customer name.
   • To map a different customer, select a customer name from the dropdown.
   • To clear all mappings, select Clear all.

   This action cannot be undone. Any customers that are mapped manually will be cleared too. If required, you will need to map customers again.

10. Select Next.
11. Review the connection details and customer mappings and click Confirm.

    

12. Once complete, a success message will display to advise that the HaloPSA integration is now active.

    

You can now set up notifications and manage your existing notifications.