> ## Documentation Index
> Fetch the complete documentation index at: https://hc.saas-manager.biz.nuro.jp/llms.txt
> Use this file to discover all available pages before exploring further.

# HaloPSA

> Instructions for integrating with HaloPSA.

## Supported Features

<Info>
  This service supports basic account information retrieval and aggregation only.
</Info>

## Prerequisites

### How to Log In to HaloPSA

Go to the [HaloPSA login page](https://ocit.halopsa.com/auth/Account/Login) and log in with your username or email address and password.

<img src="https://mintcdn.com/admina-sbn/gyF1-fkQWT4-4akk/images/integrations/4jbf5cz8ap/1664781744825.png?fit=max&auto=format&n=gyF1-fkQWT4-4akk&q=85&s=6e5690f73b8d23bf64c39b9ed1a99bb0" alt="HaloPSA login screen" width="575" height="582" data-path="images/integrations/4jbf5cz8ap/1664781744825.png" />

### How to Obtain Your Workspace Key

The **domain serves as your workspace key**.

https\://**`{workspace-key}`**.halopsa.com/

### How to Obtain Your Base URI

After logging in to HaloPSA, go to **Configurations > Integrations > HaloPSA API**.

<img src="https://mintcdn.com/admina-sbn/gyF1-fkQWT4-4akk/images/integrations/4jbf5cz8ap/1664785009862.png?fit=max&auto=format&n=gyF1-fkQWT4-4akk&q=85&s=dc939aca943998943dc3cb7a35aaf8d7" alt="HaloPSA API settings menu" width="1261" height="575" data-path="images/integrations/4jbf5cz8ap/1664785009862.png" />

The **Authorisation Server** shown in API Details is your **Base URL**. Save it for later.

<img src="https://mintcdn.com/admina-sbn/gyF1-fkQWT4-4akk/images/integrations/4jbf5cz8ap/1664785068610.png?fit=max&auto=format&n=gyF1-fkQWT4-4akk&q=85&s=7f297bd259be42ff0fd5a839a64f7723" alt="Authorisation Server" width="1055" height="481" data-path="images/integrations/4jbf5cz8ap/1664785068610.png" />

### How to Obtain Your Client ID

Next, on the HaloPSA API page, click **View Applications** under **Applications**.

<img src="https://mintcdn.com/admina-sbn/gyF1-fkQWT4-4akk/images/integrations/4jbf5cz8ap/1664785552496.png?fit=max&auto=format&n=gyF1-fkQWT4-4akk&q=85&s=77d87aef1646a931ada4f0b3377bfbf2" alt="Applications list" width="428" height="217" data-path="images/integrations/4jbf5cz8ap/1664785552496.png" />

Click **New** in the top right to create an Application.

<img src="https://mintcdn.com/admina-sbn/gyF1-fkQWT4-4akk/images/integrations/4jbf5cz8ap/1664785715394.png?fit=max&auto=format&n=gyF1-fkQWT4-4akk&q=85&s=c02fdfd6d8b6c3eab6ce8e2a863a54a7" alt="Creating an Application" width="1479" height="210" data-path="images/integrations/4jbf5cz8ap/1664785715394.png" />

Fill in the fields as follows.

Once you enter the Authentication Method, the **Client ID will be displayed**. Save it. The Client ID can also be viewed after saving.

**\[Details tab]**

* **Application Name**: Enter any name of your choice
* **Authentication Method**: Check `Authorisation Code (Native Application)`
* **Login Redirect URL**: Enter `https://itmc.i.moneyforward.com/oauth/callback`
* **Preferences**: Check both `Allow Agent Logins` and `Allow End-User Logins`

<img src="https://mintcdn.com/admina-sbn/gyF1-fkQWT4-4akk/images/integrations/4jbf5cz8ap/1664785924001.png?fit=max&auto=format&n=gyF1-fkQWT4-4akk&q=85&s=f76cd92ed2c4a7face34dcc1624d824c" alt="Application Details settings" width="884" height="774" data-path="images/integrations/4jbf5cz8ap/1664785924001.png" />

**\[Security tab]**

* **CORS Whitelist**: Enter `https://itmc.i.moneyforward.com/`

Click **Save**.

<img src="https://mintcdn.com/admina-sbn/gyF1-fkQWT4-4akk/images/integrations/4jbf5cz8ap/1664863899670.png?fit=max&auto=format&n=gyF1-fkQWT4-4akk&q=85&s=32e48d5ed971c98848c8c7bca0995854" alt="CORS settings" width="1980" height="754" data-path="images/integrations/4jbf5cz8ap/1664863899670.png" />

## Integration Setup

In the MoneyForward Admina integration screen, search for **HaloPSA**.

<img src="https://mintcdn.com/admina-sbn/gyF1-fkQWT4-4akk/images/integrations/4jbf5cz8ap/1664787055108.png?fit=max&auto=format&n=gyF1-fkQWT4-4akk&q=85&s=79721daff5c45fab96931613fad4e157" alt="Admina integration screen" width="940" height="484" data-path="images/integrations/4jbf5cz8ap/1664787055108.png" />

Enter the **Base URI**, **Client ID**, and **workspace key** obtained in the previous steps, then click **Connect**.

<img src="https://mintcdn.com/admina-sbn/gyF1-fkQWT4-4akk/images/integrations/4jbf5cz8ap/1664787136720.png?fit=max&auto=format&n=gyF1-fkQWT4-4akk&q=85&s=1293cd30b12cc6697811188d60c61e2d" alt="Integration information input" width="574" height="711" data-path="images/integrations/4jbf5cz8ap/1664787136720.png" />

Once the integration with HaloPSA is successful, the registered user information will appear in the account list.

If the process does not complete successfully.
Click **Edit** from the Status tab on the integration screen and try connecting again.

If the issue persists, please contact us via chat.

For an overview of the HaloPSA integration, please see the [integration page](http://admina.moneyforward.com/en/integrations/halopsa).
