HaloPSA Guides
Documentation to assist with the setup and configuration of the HaloPSA platform
TD Synnex/StreamOne Stellr Integration
In this guide we will cover:
- Connecting to StreamOne Stellr
- Customers
- Subscriptions
Related Guides:
The TD Synnex Module will be the option found in versions before v2.146.13, customers on v2.146.13 will have the module named "StreamOne Stellr". The functionality is the same, the only difference is the module name.
The StreamOne Stellr integration can be used to import your customers and subscriptions as well as update customers licenses on a recurring schedule via the Halo Integrator.
Connecting to StreamOne Stellr
To begin integrating with StreamOne Stellr, sign into your account from https://api.synnex.com/api-center/:
Then click on your profile, this will take you to account settings.
You can navigate to the "Applications" section and then add a new application. The specified permissions on the integration page on Halo are the following.
Then add your desired permissions, mandatory permissions include:
- Subscriptions - Get Subscription Details
- Subscriptions - List Customers' Subscriptions
- End Customers - Get Customer Details
- End Customers - List Customers
In the below permissions I have also added "List Reseller's Subscriptions".
Fig 1 and 2. Permissions.
After creating the application and adding in the permissions, you can configure the integration module in Halo. To begin, enable the module in Configuration > Integrations > *Search for "Stream" and then click the "+" on the module*.
Fig 2. Enabling the module.
After clicking into the module on Halo and clicking new (top right hand side) to create a new account, the credentials from StreamOne Stellr can be entered into the integration page on Halo.
To gain access to the credentials, you can click into the User from the top right hand side of this page https://api.synnex.com/api-center/?page=project, you may have to enable the comprehensive reseller API before being able to click into the developer portal, this can take a few minutes to authorise.
Fig 3. Clicking the username.
The Username is found in the top right hand side of the developer portal page, clicking into this will take you to the following options. You can find the credentials from the "Client Credentials" tab (left hand side).
Fig 4. Client Credentials area.
The Test Configuration button on the integrations page tests whether the Halo API can connect to the StreamOne Stellr API. If successful, a modal screen will appear with the note "Test successful"
The region and application type also need to be populated, choose the region and application type based off of the region on your application in StreamOne Stellr and the credentials that you use will either be from the production or sandbox field, this can be found on the credentials tab.
Fig 5. Application and region.
Customers
Customers can be mapped and imported from StreamOne Stellr. Mappings can be set up manually through adding mappings to the table, or through the generate mapping button, mappings will only generate if the customer in Halo matches the exact name of the customer in StreamOne Stellr. Customer imports can be done through the UI or the Halo Integrator.
There are further options to choose a top level for imported customers if top levels are enabled (Configuration > Users > General Settings) and more than one top level is in use. There is also an option to update the main site address of existing customers "imported" via this integration.
Fig 6. Top level and site address option.
Subscriptions
Subscriptions can be imported for any mapped customer either manually or via the Halo Integrator.
Fig 7. Subscription configuration and integrator.
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