Capabilities
| Resource | Sync | Provision |
|---|---|---|
| Accounts | ||
| Roles | ||
| Teams |
Gather HaloITSM credentials
Each setup method requires you to pass in credentials generated in HaloITSM. Gather these credentials before you move on.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.
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.
Configure the HaloITSM connector
- Cloud-hosted
- Self-hosted
Follow these instructions to use a built-in, no-code connector hosted by ConductorOne.That’s it! Your HaloITSM connector is now pulling access data into ConductorOne.
1
In ConductorOne, navigate to Admin > Connectors and click Add connector.
2
Search for HaloITSM and click Add.
3
Choose how to set up the new HaloITSM connector:
- Add the connector to a currently unmanaged app (select from the list of apps that were discovered in your identity, SSO, or federation provider that aren’t yet managed with ConductorOne)
- Add the connector to a managed app (select from the list of existing managed apps)
- Create a new managed app
4
Set the owner for this connector. You can manage the connector yourself, or choose someone else from the list of ConductorOne users. Setting multiple owners is allowed.If you choose someone else, ConductorOne will notify the new connector owner by email that their help is needed to complete the setup process.
5
Click Next.
6
Find the Settings area of the page and click Edit.
7
Paste the organization API access token into the Access token field.
8
Paste the Client ID and Client secret into into the relevant fields.
9
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.
10
Click Save.
11
The connector’s label changes to Syncing, followed by Connected. You can view the logs to ensure that information is syncing.