Halo

Overview

The Halo integration allows you to automate service desk operations, asset management, and customer data synchronization between Bumblebee and your Halo PSA/ITSM platform.

Prerequisites & Setup

Before setting up the Halo integration, you need:

• An active Halo PSA or HaloITSM instance.
• Administrator access to configure integrations.

1. Create an API Application in Halo

1. Log in to your Halo instance.
2. Navigate to Configuration > Integrations > Halo API.
3. Click View Applications and then New.
4. Configure the application:
   • Application Name: "Bumblebee"
   • Authentication Method: Client ID and Secret (OAuth2)
   • Login Type: Agent (Select a dedicated service agent)
5. Under the Permissions tab, ensure the app has read/write access to Tickets, Users, Assets, and any other relevant modules.
6. Copy the Client ID and Client Secret for use in Bumblebee.

2. Find Your Subdomain

Your subdomain is the first part of your Halo URL (e.g., if your URL is https://acme.haloitsm.com, your subdomain is acme).

Configure in Bumblebee

1. Go to the Integrations page in Bumblebee.
2. Click on Halo.
3. Enter your Client ID, Client Secret, and Customer Subdomain.
4. Save the configuration.

Available Tools

Tickets & Service Desk

• list_tickets - List tickets from Halo API
• get_ticket - Get a specific ticket by ID. Required: ticket_id (int)
• update_ticket - Update a ticket. Required: ticket_id (int). Optional: status_id (int), priority_id (int), agent_id (int), category_1 (str), category_2 (str), category_3 (str), category_4 (str), summary (str), details (str)
• list_ticket_actions - List actions (notes/updates) for a specific ticket. Required: ticket_id (int)
• create_ticket_action - Create an action (note) on a ticket. Required: ticket_id (int), note (str). Optional: outcome (str), hiddenfromuser (bool)
• list_timesheets - List recent timesheet entries
• list_timesheets_by_agent - Get all timesheets for a specific agent. Required: agent_id (int)

Agents

• list_agents - List all agents
• get_agent - Get a specific agent by ID. Required: agent_id (int)

Sites

• list_sites - List all sites
• get_site - Get a specific site by ID. Required: site_id (int)

Contracts

• list_contracts - List all contracts
• get_contract - Get a specific contract by ID. Required: contract_id (int)

Invoices

• list_invoices - List all invoices
• get_invoice - Get a specific invoice by ID. Required: invoice_id (int)

Suppliers

• list_suppliers - List all suppliers
• get_supplier - Get a specific supplier by ID. Required: supplier_id (int)

Assets & Knowledge Base

• list_assets - List all assets/devices
• get_asset - Get details for a specific asset. Required: asset_id (int)
• list_kb_articles - List knowledge base articles
• get_kb_article - Get content for a specific article. Required: article_id (int)

CRM & Projects

• list_clients - List all client accounts
• get_client - Get details for a specific client. Required: client_id (int)
• list_contacts - List all contacts
• get_contact - Get a specific contact by ID. Required: contact_id (int)
• list_users - List all users
• get_user - Get details for a specific user. Required: user_id (int)
• list_projects - List all active projects
• get_project - Get details for a specific project. Required: project_id (int)

Appointments

• list_appointments - List scheduled appointments
• get_appointment - Get details for a specific appointment. Required: appointment_id (int)

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Reference: Halo API Setup Guide