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HaloPSA IntegrationIn this document
OverviewIf you’re using HaloPSA, you can integrate DefensX to:
The integration process involves creating an API-only agent, generating API keys in HaloPSA, and configuring the DefensX backend. Configurations in HaloPSACreating a Custom AgentTo set up the custom API agent:
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Once the agent is created, click Edit in the top panel to adjust permissions: ![]()
Generating API KeysTo generate the API keys for the newly created agent, follow these steps:
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![]() Configurations in DefensX PortalCreating the Integration![]()
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Client MappingHaloPSA Clients are your customers in DefensX. You need to map the HaloPSA clients to your DefensX customers.
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Ticket Integration
Click the toggle button at the line of Ticket Integration and select the following configuration option values:
Billing Integration
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SynchronizationYour integration has been set, and it will be periodically synchronized. However, you might want to trigger the first synchronization manually to speed up the integration. ![]() |
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