HaloPSA

HaloPSA Guides

Documentation to assist with the setup and configuration of the HaloPSA platform

Guides > Addigy Integration

Addigy Integration

Follow the below to integrate Halo with Addigy:


Obtain Addigy API Credentials: 


a. Log in to your Addigy account.


b. Navigate to the Addigy API section.


c. Create a new API client or use an existing one. 


d. Take note of the Client ID and Client Secret provided by Addigy.


Configure Addigy Integration in Halo:


a. Log in to your Halo account as an administrator.


b. Go to the Addigy Integration settings page. 


c. Enter the Client ID and Client Secret obtained from Addigy into the respective fields. 


d."Test Credentials" feature in Halo to verify the connectivity with Addigy. This ensures that the API credentials are correct and the integration is functioning properly.


Configure Asset Imports: 


a. Determine the default Asset Site in Halo where Addigy assets will be imported if no specific mapping is found. 


b. Set the default Asset Type field in Halo, which will be populated based on the corresponding Addigy field (e.g., Hardware Model). 


c. Specify the default group for new Asset Types in Halo (e.g., Laptops/Workstations). 


d. Define the Asset Matching Field in Halo that will be used to match imported assets with existing records (e.g., Name).


Configure Asset Field Mappings: 


a. Define mappings between Addigy asset fields and corresponding fields in Halo. 


b. Add mappings for each relevant field, such as serial number, user, location, or other custom fields.


c. These mappings ensure that the data from Addigy is accurately transferred to the corresponding fields in Halo.


Import Assets: 


a. Use the Addigy integration in Halo to import assets from Addigy.


b. Trigger the import process to fetch the assets from Addigy and create corresponding records in Halo.


Enable Alert Processing (Optional): 


a. If you want to process alerts from Addigy in Halo, ensure you have the required version of NHServer. 


b. Enable alert processing in the Addigy integration settings in Halo.


Use the Halo Integrator (Optional): 


a. If you prefer to import assets on a recurring schedule, download the Halo Integrator application. 


b. Configure the Halo Integrator to automate the asset import process.


Verify and Troubleshoot: 


a. Check the last sync time and any reported errors in the Addigy integration settings to ensure successful synchronization. 


b. Troubleshoot any errors or issues that may arise during the integration process.


Miscellaneous Options: 


a. Configure additional settings, such as deactivating assets in Halo when they are deleted from Addigy (Halo Integrator only).


That's it! By following these steps, you should be able to successfully integrate Halo with Addigy, allowing you to import and manage assets from Addigy within Halo.

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