Step 1: Configure a new agent for the Integration
Here are the permissions that need changing
Feature Access
| Permission | Action |
|---|---|
| Tickets Access Level | Read and Modify |
| Customers Access Level | Read, Modify and Delete |
| Users Access Level | Read and Modify |
| CRM Access Level | Read and Modify |
| Products Access Level | Read and Modify |
| Sales Access Level | Read and Modify |
| Invoices Access Level | Read, Create and Modify |
| Customer Agreements Access Level | Read and Modify |
| Supplier Agreements Access Level | Read and Modify |
Tickets Permissions
All of the following changed from Not set → Yes, and are inherited from Role "API Agent Integration":
- Can add new Tickets → Yes
- Can edit closed Tickets → Yes
- Can view Unassigned Tickets → Yes
- Can view Tickets that are assigned to other Agents → Yes
- Can change a Ticket's Ticket Type → Yes
- Can Re-assign Tickets → Yes
- Can Edit Advanced Ticket Details → Yes
- Can assign to Agents in Teams the Agent is not a member of → Yes
- Can Edit Tickets Which Are Not Assigned To Them → Yes
- Can export tickets → Yes
- Can always update Ticket Statuses and re-assign Tickets outside of actions → Yes
- Can remove To-Do items → Yes
Step 2: Configuring Zen Integration API Access in HaloPSA
Here are the required permissions for the Application.
| Application Permission | Required |
|---|---|
| read:tickets | Yes |
| edit:tickets | Yes |
| read:customers | Yes |
| edit:customers | Yes |
| read:crm | Yes |
| edit:crm | Yes |
| read:contracts | Yes |
| edit:contracts | Yes |
| read:items | Yes |
| edit:items | Yes |
| read:sales | Yes |
| edit:sales | Yes |
| read:invoices | Yes |
| edit:invoices | Yes |
Step 3: Enter your new application details in ZenContract.
In ZenContract.
Under Admin -> Settings -> Integrations -> HaloPSA
Add the Client ID and Client Secret you saved at Step 2.
Add the Auth URL, Server URL and Tenant Name from Step 2 (API Details under HaloPSA API)
Finally Save and Test Connection
reach out to support@zencontract.com if you have any issues!