Set up
One-time setup by the MSP admin: HaloPSA role, API agent and application, connection, ticket defaults, client mapping.
- Create the role, API agent, and API application in HaloPSACreate a narrow role, an API-only agent, and an API application in HaloPSA so Lemhi can connect with a client ID and secret.
- Connect HaloPSA to Lemhi and set ticket defaultsEnter your Halo web address, client ID and secret in Lemhi Settings, then choose the ticket type and team Compass tickets are logged with.
- Map clients to HaloPSA clientsMatch each Lemhi client to its Halo client with Auto-map, then finish the rest by hand.