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HaloPSA + SuperOps

Manage and access all your assets easily by integrating HaloPSA with SuperOps

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HaloPSA + SuperOps
OVERVIEW

What is HaloPSA

HaloPSA is a professional service automation (PSA) tool designed for managed service providers (MSPs). It provides essential services such as asset management, sales management, service desk management, time tracking, and billing, advanced reporting, and remote access for your assets.

BENEFITS

Why connect HaloPSA and SuperOps

  • Automated Ticketing and Escalations

    Automate ticket creation triggered by real-time RMM alerts. Implement prioritization and escalation workflows for streamlined incident management.

  • One-click asset access

    Quickly dive into an asset’s information in granular detail in SuperOps from HaloPSA, with a single click.

  • Full Synchronization

    Say goodbye to discrepancies! This integration enables the complete synchronization of asset details, including configurations, installed software, and even custom fields

SET UP

How to set up HaloPSA for SuperOps

Check out our solution article for a more detailed walkthrough of the integration. 

For support, ping us or drop us a line at support@superops.com

  1. Select 'Integrations' from the left pane.   

  2. You will see a list of integrations available. Click ‘Install’ next to HaloPSA.

  3. Make sure that you have an active HaloPSA subscription before starting the integration process.

  4. Log into your HaloPSA account and copy the Client ID, Client Secret Key and Tenant name.

  5. Choose Agent as the login type, and select the agent you want to be logged in as. Click save to save the new application.

  6. Within the new application, go to Permissions, click Edit, and choose All. This is to ensure that the app has the necessary permissions to perform all the actions that an agent can. Click save once you’re done.

  7. Map your clients, site, asset class and asset field in SuperOps to tenants in HaloPSA.

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