HaloPSA Guides
Documentation to assist with the setup and configuration of the HaloPSA platform
Giacom Integration
Within Giacom, an API key can be generated in the Giacom portal by navigating to My Account & Settings > Settings > API
The Integration module in Halo must be enabled for the integration to be active, this can be enabled here Configuration > Integrations > *Search for Giacom* > *Click the plus sign to Enable Giacom*:
Then enter the API Key into the Integration page on Halo:
Clicking the validate button is used to make sure the connection between Halo and Giacom is successful.
The following functionality is available as part of this integration:
- Manually map clients from Giacom to clients in Halo. This can be acheived by using the mappings table on the integration page.
- Import clients from Giacom into Halo, either manually or via the Halo Integrator.
- Import subscriptions for any mapped clients, either manually or via the Halo Integrator.
Subscription methods are not cross compatible so swapping from one to the other will create new subscriptions rather than updating old ones
The subscriptionsmanagementreport option on the dropdown is used for pulling through subscriptions, hence this is the advised option to use.
The halo integrator is set up at the bottom of the integration page:
For setting up the Halo Integrator, checkout this Guide
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