HaloPSA Guides
Documentation to assist with the setup and configuration of the HaloPSA platform
NinjaOne Integration
The following video covers the setup of the NinjaOne integration:
This video from Renada Solutions will Cover the Mapping of Ninja Devices to Users in HaloPSA:
To enable the NinjaOne integration in Halo, go to Configuration > Integrations and enable the module. Once the module has been enabled, click the menu icon for the module to begin configuring it.
Once complete, simply select your location & click 'Connect'. You will then be redirected to the NinjaOne login, upon logging in you will be redirected back to Halo, where you can continue configuring the integration. If the connection fails when using this method, please try again with one of the other locations.
Organizations and Locations
Organizations and locations can be imported from NinjaOne and created as clients and sites. To assist with linking organizations and locations in NinjaOne to existing clients and sites in Halo, you can create mappings between the two. If you have mapped an organization/location to a client/site in Halo, the client and site in Halo will not have their names changed during an import.
When importing, if no mapping is created for an organization/location, Halo will then try to match to an existing record using the name of the record. Once an import has been completed, a mapping will be added automatically to the table for you.
Once you are happy with your organization/location mappings, you can choose a top level to assign the incoming records too. Click the Import Organizations and Locations button to open the importer screen to complete the import.
Devices and Software
Devices and software can be imported from NinjaOne into Halo. For the software to be visible against a device in Halo, the software licencing module must be enabled. To enable this, navigate to Configuration > Asset Management > Software Licencing.
There are four configuration options for the device import.
The first option allows you to choose a default site for devices. This is particularly important if you have not imported your entire client list from NinjaOne. All devices must be associated with a site in Halo, therefore, if the imported device's NinjaOne organization/location cannot be found because it hasn’t been imported, the Halo site will be set to the default value that you specify here.
Next you can specify a default group for any new asset types that are created. New asset types will be created automatically if a type does not already exist in Halo with the same name as the NinjaOne device's type. You can choose which field is uses as the NinjaOne device type using the third field ("Field for determining a Device's type"). The two options available here are the nodeClass field and the deviceType field. By expanding the drop down field, examples values are provided to give you an idea of how this may look when created:
Finally, you have the option to choose a device field that should be used to match new imported records to existing records. Again, the NinjaOne ID of the device which gets assigned to the device on it’s first import is always checked first, so this field is only useful/required if you already have your device list in Halo, and you’re importing from NinjaOne for the first time.
IMPORTANT: if you are using this field, the Asset field that you choose must exist as a field mapping. These are configured in the next section.
It is possible to map NinjaOne device fields to both Halo device fields and Halo custom fields. To add a new field mapping, press the plus icon in the top right corner of the field mapping table. This will display an input screen with three options.
You should first choose whether you would like to map to an asset field, or a custom field. Custom fields must be created before you can create a mapping to them. For device fields, there is an extra option that can be chosen which will create a new field during the next import. Each NinjaOne field can only be mapped once. When imported, the device's field value from the NinjaOne field will be saved to the Halo field that you have mapped it to for that device.
Once you’re happy with your configuration, click the Import Devices button to load your device list from NinjaOne into the importer screen. Software information is not displayed for each device on the importer screen, but will be imported as each device is imported.
Alert Management
Webhook support was added (v2.105 of Halo) so that you don't need to import Alerts regularly and they are created almost instantly instead.
The setup in NinjaOne is in two steps.
1. Setup the Webhook as below
The webhook format is as follows: https://yourhaloaddress.com/api/notify/ninja/alerts where 'yourhaloaddress' is your halo instance address like company.halopsa.com or halo.yourcomanydomain.com.
2. Edit your policies so that this webhook is included
Active alerts can be imported into Halo from NinjaOne and created as tickets. If an alert is automatically resolved in NinjaOne, then the ticket will be automatically closed in Halo. If the ticket is closed in Halo, then the alert will be reset in NinjaOne. This functionality requires use of the Halo Integrator, which is discussed later in this guide.
To manage alerts via the Halo Integrator, you must choose a ticket type that will be used whenever a new active alert is found, and also specify a default user for the alert. The default user will be overridden by the device's site/user if the active alert is linked to a device which exists in Halo when the ticket is created.
Halo Integrator
The Halo Integrator can be used to import organizations, locations, devices and alerts on a recurring schedule. The selection of entities to import is on a multi-select basis, so multiple entities can be chosen from the list, not just all or one.
NB: It is Important to import customers and sites first, before importing items and assets.
To enable this functionality in the Halo Integrator, check the "Enable the Halo Integrator for the NinjaOne integration" checkbox.
During each import, the Halo Integrator will retrieve all organizations. Only device's which have been updated in NinjaOne since the last sync date will be retrieved during the import, allowing you to run the Halo Integrator on a more frequent schedule. You can also choose whether or not the Halo Integrator should import all entities or just one entity using the drop down available. Use of the Halo Integrator is not discussed in this guide.
The deeplink input for Halo's ninja intergation will be your branded Ninja URL (Custom URL).
With the Ninja integration you can now Trigger scripts from Halo automatically with a custom setup using runbooks, the details are covered in this guide: Triggering Automation Policies in RMM via HaloPSA
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