Halo PSA Integration
The Halo PSA integration provides the following functionality in Adaptive Catalog:
- Pull products from Halo PSA into your Adaptive Catalog Instance
- Create and Opportunities and Quotes from a Storefront Order
- Estimate taxes for a Storefront Order
- Look up locations for a Storefront Order
- Look up contacts for Storefront Signup
- Pull Companies and Contacts from Halo PSA
Setup
Create an API Integration Client
- Click the Configuration button on the left sidebar menu
- Click Integrations
- Click Halo PSA API in the main panel
- Click View Applications
- Click New in the top-right
- Enter an Application Name
- Select ClientID and Secret
- Select a user to log in as
- Record the Client ID and Client Secret for later use
- Save
- Select the Permissions tab, then click Edit
- Select all of the following, then click Save:
- all:teams
- read:tickets
- edit:tickets
- read:customers
- edit:customers
- read:crm
- edit:crm
- read:suppliers
- edit:suppliers
- read:items
- edit:items
- read:sales
- edit:sales
- read:quotes
- edit:quotes
- read:assets
- edit:assets
- In Adaptive Catalog, click the user persona icon in the the top right, then select Settings
- Click Extension Management, then from the Extension Management page click Install
- In the Available Extensions panel, type Halo in the Extension Name field, then click on the resulting Halo PSA Extensions result
- In the Halo PSA Extension Folio Setup Screen, enter the Client ID and Client Secret from an earlier step.
- From a logged in Halo PSA session, find the Base URL from your browser and copy into the URL field in Adaptive Catalog.
- Click Validate to ensure everything is configured correctly.
- Select any sub-extensions you wish to enable.
- Upon selecting sub-extensions, specific configuration options will appear. Select values for appropriate defaults for each field.
