HaloPSA Integration Overview

Integrating Cove Data Protection (Cove) with HaloPSA enables you to receive notifications about backup failures directly in your professional services application (PSA). After setting up the integration, you are able to configure Notifications to create a ticket in HaloPSA when backups fail or complete with errors.

To successfully integrate HaloPSA, you must:

  1. Connect to HaloPSA using the application and API credentials in HaloPSA.
  2. Map customers in Cove to customers in HaloPSA.

Once HaloPSA integration is complete, you can then add notifications for the alerts you want to receive in PSA ticketing.

Requirements

The following requirements must be met before integrating with HaloPSA:

  • Be a Cove a Reseller level customer
  • Have a Cove user account with SuperUser or Administrator permissions.

    See User roles for details on permissions for each User role.

  • Have a HaloPSA application already set up
  • Have created a Cove Data Protection category in HaloPSA
  • Gather the required HaloPSA credentials from your HaloPSA application:
    • Client ID:This is a unique key that identifies the HaloPSA application and authenticates it.
      1. Find this in HaloPSA
      2. Select Configurations
      3. Navigate to Integrations > HaloPSAAPI
      4. Select View Applications > <Application>
    • Resource Server Hostname:
      1. Find this in HaloPSA
      2. Select Configurations
      3. Then navigate to Integrations > HaloPSAAPI
      4. Select API Details
    • Client Secret: This is a unique string that authenticates access to the HaloPSA API.

      This information only appears once when the application is created.

      If you do not have the client secret, you must regenerate it by:

      1. Log in to HaloPSA
      2. Select Configurations
      3. Navigate to Integrations > HaloPSAAPI
      4. Select View Applications > <Application>

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.