Step 2: Setup the MSP Process "Custom Tab" in Halo

 

The final step to take in setting up the MSP Process -> Halo PSA integration is to configure a Custom Tab within Halo PSA that'll contain the MSP Process pod.

The first step is to obtain the URL for your MSP Process pod; to do that, go to Integrations -> PSA Integrations -> Halo

Click on the Get Link to v2 Pod as shown below: 

 

Login to Halo PSA and click on Settings -> Custom Objects:

Click on Custom Tabs

 

Create a new custom tab, and specify the details as outlined below: