HaloPSA Guides
Documentation to assist with the setup and configuration of the HaloPSA platform
Google Calendar Integration
General Configuration
To enable the Google Calendar integration in Halo, go to Configuration > Integrations > Communications, and enable the module. Once the module has been enabled, click the menu icon for the module to begin configuring it.
Setting up a Google Calendar App
Login to https://console.cloud.google.com
- Select New Project from the Select a Project menu or Create Project from the Dashboard
- Give the project a name and create it.
- Search for and select API and Services
- Select Enable APIS and Services
- Search for Google Calendar API and enable the API for use
- Go to OAuth consent screen
Workspace user client setup
- Select internal
- Add email information.
- Click save and continue
- Click add scope.
- Add Google calendar API scope.
Non - workspace user client setup
- Select external.
- Add email information.
- Click save and continue
- Click add scope.
- Add Google calendar API scope.
- Because this is an external app you will now need to add all mailboxes which you want to be accessed into the Test Users section
Create Credentials
- Go to credentials.
- Click Create Credentials
- Select OAuth client ID.
- Select Web Application for the application type and enter "https://auth.haloservicedesk.com/externalauth" (change this depending on the version of Halo you are using, i.e. if using HaloITSM rather than HaloServiceDesk, use link "https://auth.haloitsm.com/externalauth") as the authorised redirect URI.
- Once created copy the Client ID and Client secret. These will be needed when setting up the Web App connection.
Setting up in Halo
Connect to Google:
Go to Config > Integrations > Google Calendars
- Add the client id copied from the previous step
- Add the client secret copied from the previous step.
- Click Sign In With Google to authorise access to the app.
- Once completed you should be redirected back to the Google calendar integration setup screen. If the authorisation was successful the Sign In button will have changed to a disconnect button.
Agent calendars
- Use the check calendars option to confirm which of your technicians calendars are accessible via your connected account.
- When clicked, a list of all technicians calendars that are accessible will be displayed. If you cannot access any technician calendars, you will be notified of this.*
Advanced
- Appointment updates are synced via the NHServer application. If you are a cloud customer, this will have already been configured for you automatically. If you have your own on premise version of Halo, please contact the Halo support team for assistance enabling the appointment sync in NHServer. You must be using NHServer version 13.18.01 or above for this feature to work.
*Note: For the authorizing account, ensure that the account has shared access such that it can read and create calendar entries in the individual agents accounts from within Google. This can be configured from within Google Calendars itself, where you define shared calendar access between agent accounts. The authorizing account will also need to 'subscribe' to each of the agent's calendars, so they they appear in the list of selectable calendars on the left, when the authorizing account views their calendar. Case will also need to be matched between the Gmail email address and the Halo agent email address (usually all lowercase).
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