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Capabilities

This connector can also be configured to automatically create and update HaloITSM tickets to track manual provisioning assignments. Go to Configure HaloITSM as an external ticketing provider to learn more.

Gather HaloITSM credentials

Each setup method requires you to pass in credentials generated in HaloITSM. Gather these credentials before you move on.
A user with the admin role in HaloITSM must perform this task.

Create a new application

1
In HaloITSM, navigate to Configuration (the gear icon) > Advanced > Integrations.
2
Click HaloITSM API.
3
In the Applications section, click View Applications.
4
Click New to create a new application.
5
Fill in the Details tab:
  • Application Name: Give your integration a meaningful name (e.g., “My External Integration”).
  • Authentication Method: Select Client ID and Secret (Services). This will allow you to generate the required credentials for a machine-to-machine flow (Client Credentials Grant).
  • Login Type: Select Agent.
  • Agent to log in as: Select the specific agent account you want the integration to act as. This agent’s permissions will determine what the integration can do. The agent must have the HaloITSM Administrator role.
6
HaloITSM will generate the Client ID and Client Secret. Immediately copy and securely store both of these values, especially the Client Secret, as it may only be viewable once.

Define the app’s permissions

1
Switch to the new application’s Permissions tab.
2
Select the necessary privileges for your integration:
  • Permissions for User/Team/Role Management: Agent role or higher
  • Permissions for Ticketing: User role with Ticket Read permission (for listing ticket schemas and retrieving tickets)
3
Click Save to finalize the application setup.
Done. Next, move on to the connector configuration instructions.

Configure the HaloITSM connector

To complete this task, you’ll need:
  • The Connector Administrator or Super Administrator role in C1
  • Access to the set of HaloITSM credentials generated by following the instructions above
Follow these instructions to use a built-in, no-code connector hosted by C1.
1
In C1, navigate to Apps > Connectors and click Add connector.
2
Search for HaloITSM and click Add.
3
Choose where to add the connector: Create a new app, or Add to an existing app (then select the app).If you’re creating a new app, choose whether to link it to an application discovered from your identity provider: select Yes and pick the IdP application, or No to continue with just the connector.
4
Set the connector’s Name and, optionally, a Description.
5
Click the pencil icon next to Owners to choose who can configure and manage this connector.
6
Click Add. The connector is created and its configuration page opens.
7
Find the Settings area of the page and click Edit.
8
Paste the organization API access token into the Access token field.
9
Paste the Client ID and Client secret into into the relevant fields.
10
Optional. If you want to automatically create HaloITSM tickets to track provisioning tasks, click Enable external ticket provisioning. Learn more about external ticketing system integrations.
11
Click Save.
12
The connector’s label changes to Syncing, followed by Connected. You can view the logs to ensure that information is syncing.
Done. Your HaloITSM connector is now pulling access data into C1.