Create a Liongard API Account in HaloPSA

This document provides detailed instructions on setting up an API key for Liongard within your HaloPSA instance.

Liongard uses a HaloPSA Client ID and Secret to connect to HaloPSA.

Creating HaloPSA credentials

Step 1: Create a Liongard Agent

  1. Log in to your HaloPSA Instance
  2. In the bottom, left menu, click Configurations > Teams & Agents > Agents
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  1. Create a new user by selecting New in the top-right section of the page. Alternatively, you can edit an existing user with the required permissions.
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  1. Complete the required fields based on your company's workflows and hit Save.
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  1. Once you hit Save, new tabs should appear. Click Edit and select the Permissions tab.
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  1. The following permissions are required for the integration:
  • Feature Access
    • Tickets Access Level: Read and Modify
    • Customers Access Level: Read Only
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  • Tickets Permissions
    • Can add new Tickets: Yes
    • Can edit closed Tickets: Yes
    • Can edit Advanced Ticket Details: Yes
    • Editing of Actions: Can Edit Own Actions Only
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  1. Next, select the Departments & Teams tab and select Add under the Teams section.
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  1. Select the Team(s) you would like Liongard to have access to send tickets to and select Save.
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  1. You should see a list of the Teams you selected appear. Select Save at the top of the screen.
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Step 2: Create an Application

  1. In the bottom, left menu, click Configurations > Integrations > HaloPSA API
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  1. You will want to document the following information as you will need this for connecting Liongard to HaloPSA:
  • Resource Server
  • Authorisation Server
  • Tenant

After you have documented these details, click View Applications

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  1. Create a new Application by clicking New in the top right-hand corner.
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  1. The following fields need to be filled out:
  • Application Name: Liongard
  • Authentication Method: Client ID and Secret (Services)
  • Login Type: Agent
  • Agent to login in as: Use the Agent created in Step 1

Make sure to record your Client ID and Client Secret as they will be needed for connecting Liongard to HaloPSA. Once you are finished, navigate to the Permissions tab.

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  1. The following permissions are required at the Application level:
  • read:tickets
  • edit:tickets
  • read:customers

Once you add these permissions, click Save at the top to finish creating the Application.

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Next Step

Integrate HaloPSA with Liongard