Step 3 - Create an API Application
Jason Langenauer avatar
Written by Jason Langenauer
Updated over a week ago

Go to Configuration, then Integrations and select HaloPSA API. Click View Applications.

Click New to create a new API application with the following details:

  • Name: TimeZest

  • Authentication Method: Client ID & Secret (Services)

  • Login Type: Agent

  • Agent to Login as: the TimeZest agent you created in the previous step.

Select the Permissions tab, and select all as the permission.

In HaloPSA, the permissions of an integration are the combination of the permissions for the integration, and the agent the integration logs in as. Because we have set the permissions on the agent, we will avoid setting them a second time here.

Before you click Save, copy the Client ID and the Client Secret to somewhere like a text document, as they will not be visible later, and will be needed in the next step.

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