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Halo Integration Set-Up

The Halo integration allows reported emails from your users to be automatically turned into tickets in your Halo instance. In addition, connecting the Phinbox IQ feature will allow you to take action on those reported Phishing emails without ever leaving Halo.

Set up Instructions:

  1. Create an API application in Halo: Configuration > Integrations > Halo PSA API

  2. Set the authentication method to "Client ID and Secret (Services)"
  3. Grant permissions: read:tickets, edit:tickets, read:customers
  4. Set login type to "Agent"
  5. Configure the Phin custom tab in Halo
    1. Configuration>Custom Objects>Tabs
    2. Type: iframe
    3. URL: https://portal.phinsec.io/{partnerId}/pod/halo/$FAULTID
    4. Send Secure URL parameter: not needed
    5. (screenshot below)

Test by reporting an email from your internal tenant and see if it shows up as a Halo ticket.

If you get an error message like:

"Failed to enable HaloPSA Integration. Please review your credentials, agent permissions, and application permissions, and then try again." 

Make sure that your tenant ID does not have any spaces, it needs to be one word.

halo tab

Navigate to Configuration > Tickets > Ticket Types, and edit the Ticket Type you want the Tab to show. (for example, Incident.)

On the Allowed Values tab, there is a Custom Tabs section. Add the Phin custom Tab there.

Halo set up image

If you encounter any challenges, please submit a support ticket.