HaloPSA Integration

ScopeStack integrates with HaloPSA to push approved project details into HaloPSA and create a project with milestones and tasks from the elements of your ScopeStack project.

Prerequisites

• A HaloPSA Application registration with the permissions below
• ScopeStack Connected Apps permission at the Manage level

Setting Up in HaloPSA

1. Navigate to Configuration > Integrations.

2. Click HaloPSA API. The Integrations page lists available integration categories; select HaloPSA API to continue.

3. Click View Applications. The HaloPSA API page shows general API settings and a View Applications button that opens your registered application list.

4. Click New in the top-right corner of the Applications page.

5. On the Add Application page, enter an Application Name (something with “ScopeStack” in it is recommended), select the Client ID and Secret (Services) radio button, select the Active Agent Logins radio button, then click Save. The page will display your Client ID and Client Secret after saving.

   Note: Write down and keep your Client Secret immediately — it is only shown once.

6. On the Applications page, click the Permissions tab. Click the edit button at the top of the page, check the all permission checkbox, and save. The Permissions tab shows available API permission scopes; enabling all grants ScopeStack the access it needs.

7. Click the Security tab. Enter https://app.scopestack.io in the CORS Whitelist field and click save.

Configuring in ScopeStack

Have your HaloPSA Host, Client ID, and Client Secret ready. Navigate to Settings > Connected Apps and click the HaloPSA tile.

On this screen: The Connected Apps page lists available integrations as tiles. Locate the HaloPSA tile and click it to open the integration setup page.

On this screen: The HaloPSA setup form prompts you for your HaloPSA Host URL, Client ID, and Client Secret. Fill in the values from your HaloPSA application registration.

Configuration Options

HaloPSA Host

Your company’s HaloPSA URL (e.g., companyxyz.halopsa.com). This is usually the first part of the URL you see while setting up the integration on HaloPSA’s website.

Client ID

Found on the HaloPSA Application Details page.

Client Secret

Found on the HaloPSA Application Details page. This is only shown once at creation time.

Verifying the Connection

After entering your credentials and clicking Submit, your integration with HaloPSA is complete. The Connected Apps page will show a connected status for the HaloPSA tile.

Creating a HaloPSA Project from ScopeStack

ScopeStack maps project elements to HaloPSA as follows:

• ScopeStack Project Name > HaloPSA Project Name
• ScopeStack Phase > HaloPSA Milestone
• ScopeStack Services > HaloPSA Task
• ScopeStack Sub-Services (if selected) > HaloPSA Project Task
• ScopeStack Governance Items (if selected and assigned to a phase) > HaloPSA Task named “Project_Management”

Requirements

• The project must be approved in ScopeStack
• HaloPSA Connected App must be configured

Step-by-Step

Once your project is approved in ScopeStack, you will have the option to Create PSA Project from the project’s Overview tab.

The platform will take you to a configuration screen where you need to define:

• Estimated Start and End Date for your project.
• HaloPSA Company — options are populated from your HaloPSA instance.
• Status — options are populated from your HaloPSA instance.
• Priority — options are populated from your HaloPSA instance.
• How Tasks should be created in HaloPSA — several options handle how Services from ScopeStack are populated into the PSA project.
• Create PSA tasks for ScopeStack Governance Items? — if checked, creates HaloPSA Tasks from your individual governance items in ScopeStack.

After you complete your configuration and press Submit, it may take a few minutes for the project to be created.

Updating a Project

After creating the HaloPSA project, resubmitting from the PSA Integration section will add any new services to the PSA project, but will not update existing services.