HaloPSA
by Halo Service Solutions
UK professional services automation for MSPs with ticketing, billing and contracts.
- Category
- IT, Security & Monitoring
- Type
- RMM & PSA
- Interface
- REST API
- Built with
- Connect Any API
- Credentials
- OAuth 2.0
- Docs
- HaloPSA API docs
02Data
What you can sync.
- Tickets
- Time entries
- Contracts
- Invoices
- Assets
Keep HaloPSA tickets in your own Lake, on your servers, and report on it with the rest of IT.
Need more? Name any other HaloPSA data the API returns, and the AI adds it to the connector.
03Credentials
Credentials you will need.
- OAuth 2.0 (client ID, client secret, refresh token)
HaloPSA uses OAuth 2.0 (client ID, client secret, refresh token). You add the credentials once, when the AI asks for them, and it tells you where to create them in Halo Service Solutions if you need help.
04How it works
How it works in DataMind.
-
Pick HaloPSA.
Open Lake, pick HaloPSA in the source picker and name the connection. Connect Any API opens with a ready prompt that points the AI at the HaloPSA API docs.
-
Answer a few questions.
The AI reads the HaloPSA documentation, then asks which credentials you will use, which data to sync (for example tickets and time entries), whether you want a one-time load or a recurring sync, and which accounts or filters apply.
-
Your data lands in Lake.
It builds the connector, tests it and shows you sample rows. Then HaloPSA data loads into your Lake on your schedule, ready for the Warehouse, DataPrism BI and AI Minds.
