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HaloPSA credentials#

You can use these credentials to authenticate the following nodes with HaloPSA.


Create a HaloPSA account.

Allow your application to use the API:#

  1. Access your HaloPSA dashboard.
  2. Click on the Configuration link in the left panel.
  3. Under the Integrations menu entry, click on HaloPSA API.
  4. In the API Details section you find the values Resource Server, Authorisation Server, and Tenant.
  5. In the Applications section click on the View Applications button.
  6. Click on the New button to register a new application or click on an existing one and then the Edit button to edit it.
  7. Enter a name for your application (for example n8n).
  8. Choose Client ID and Secret (Services) as the Authentication Method.
  9. Make a note of both the Client ID and the Client Secret. The Client Secret will only be shown once and you will need to generate a new one when lost.
  10. Select Agent as your Login Type and one of your agents in the Agent to log in as field.
  11. On the Permissions tab, tick all and hit the Save button.
  12. On n8n's HaloPSA credentials screen, fill in the values obtained in the previous steps. The Tenant field will be accessible only when the Hosting Type is set to Hosted Solution of Halo.

A workflow with the HaloPSA node

'Resource Server', 'Authorisation Server', 'and Tenant' 'Client ID' and 'Client Secret'