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:

 

Once you've saved that Custom Tab, the final step is to associate it with the appropriate Ticket Types - Halo lets you choose which types of tickets have what Custom Tabs, so you can customize what your Technicians can do and see.

Navigate to Configuration -> Tickets -> Ticket Types, and edit the Ticket Type (for example, Incident). On the Allowed Values tab, there is a Custom Tabs section; add the MSP Process custom tab there, or enable the Allow all Custom Tabs option. 

 

Once you've finished modifying the Ticket Type, save your changes. You're done! Now you'll see the MSP Process custom tab show up in your tickets: