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: