Connection

Hire2Retire connects to Halo using OAuth Authentication. Please refer to the document Halo API documentation to know more about OAuth Authentication in Halo.

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Link Halo account on Hire2Retire

Step 1 Create an Application in Halo

How to Create the application?

1. Log into Halo admin center with appropriate permissions to configure API integrations Halo Admin Center

2. On the Home screen, click the Configuration button (gear icons).

3. Click Integrations under Advanced.

   

   Figure 1. Create Application on Halo App
   
   

4. On the Integrations section in the Advanced navigation menu, click the HaloITSM API button.

   

   Figure 2. Provide necessary details on Halo App
   
   

5. In the Applications section, click the View Applications button.

   

   Figure 3. Provide necessary details on Halo App
   
   

6. In the top right corner, click on New.

   

   Figure 4. Provide necessary details on Halo App
   
   

7. In the Add an Application screen, enter an Application Name, e.g. Lifecycle Manager

8. Select Client ID and Secret (Services) as the Authentication Method.

   

   Figure 5. Provide necessary details on Halo App
   
   

9. Under your newly created application, take note of the Client ID and the Client Secret.

10. Copy the Client ID

11. Copy the Client Secret

12. Select Agent as Login Type.

13. Once this configuration is complete, you need to assign roles and permissions to the agent.

Step 2. Assign User and Role Permissions

How to Select user and role permission?

1. Click the Configuration button.

   

   Figure 6. Apps and Integration on Halo
   
   

2. Click Teams & Agents on the left navigation bar..

   

   Figure 7. Add role on Halo
   
   

3. Under the Teams & Agents button click Agent Roles and after that select IT Agent Role .

   

   Figure 8. Provide necessary details on Halo App
   
   

4. Then click the Save button.

Step 3 Enable API Permissions

How to add API permissions?

1. Switch to the Permissions tab and enable the required permissions.

   

   Figure 9. Halo permission for API
   
   

2. Click the Edit button.

   

   Figure 10. Halo permission for API
   
   

3. Select read:tickets, edit:tickets (if you want to manage tickets in the Hire2Retire workflow).

4. Select read:assets (if you want to map assets in the workflow for any ticket type).

   

   Figure 11. Halo permission for API
   
   

5. Click Save.

   

   Figure 12. Halo permission for API
   
   

Step 4 Connect Halo in Hire2Retire

Enter the Client ID and the Client Secret generated by the Halo app on the connection screen in Hire2Retire and copy the instance URL from your domain (e.g., https://robomq.haloitsm.com).

Figure 13. Halo Connection on Hire2retire

Save the connection to complete setup.