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Ticketing Systems
CheckCentral integrates with several RMMs, PSAs, and ticketing software, including HaloPSA, helping you consolidate service ticket issues.
CC and Halo logos
To integrate HaloPSA with CheckCentral, begin by logging into your CheckCentral account.
From the main menu, click Notifications, then External Ticketing Systems.
External Ticketing Systems menu
Click Add Ticketing System and choose HaloPSA.
Add Ticketing System
Ticketing Systems
This will bring up the configuration options required for CheckCentral to communicate with HaloPSA servers via the API.
Halo Ticketing Details
You can name this configuration anything you'd like.
The other details require you to log into your HaloPSA account.
Halo Configuration menu
Click Configuration.
Halo Integrations menu
Click Integrations.
Halo API menu
Click HaloPSA API.
Here you can copy your Resource Server, Authorization Server, and Tenant details, pasting each into the proper fields of the CheckCentral configuration window.
Halo API Details Added to CC Config
The remaining information is in Halo's Applications area. From the HaloPSA API screen, click View Applications.
View Applications
Click New.
In the Details tab you'll create new API credentials for CheckCentral. Select Client ID and Secret Services for the Authentication Method, then copy the Client ID and Client Secret details, pasting them in the proper fields of the CheckCentral configuration window.
Halo API Details Added to CC Config
Back in Halo, Select Agent as the login type, then choose the desired agent. This is the agent whose login will be used in association with this API application, though an alternative agent can be chosen for future tickets created via CheckCentral.
Choosing the Agent
Now move to the tab labeled Permissions. Ensure Read Tickets, Edit Tickets, Read Customers, and Read Assets are enabled. Scroll down and click Save.
Halo Permissions
Still in the Configuration window of HaloPSA, click Teams and Agents, then Agents. Click on the same agent's name chosen earlier.
Choose the Agent
Click Edit near the top-left.
Edit Agent
Then click the Permissions tab.
Agent Permissions
Once here, ensure Tickets Access Level, Customers Access Level, and Assets Access Level are set to Read and Modify, then scroll down and click Save.
Return to the CheckCentral configuration window to finish.
Ticket Options
With the API configuration details added, you can now select the Ticket Type, Ticket Status, and Ticket Agent that will be used to manage tickets in HaloPSA. Click on the Search button to bring up relevant lists and choose one from each list.
Ticket Customer Selection
For customers, you can select specific customers or set the channel to automatically select the customer based on the Check Group name.
Check Group Selection
Finally, choose which Check Groups will use this HaloPSA ticketing channel. By default, all check groups are selected. To be more selective, disable the All Check Groups checkbox then use the multi-select dropdown field below. Once you've selected your check groups, ensure the 'Enable this external ticketing system' checkbox is enabled, and click Save.
Saved Halo Ticketing Channel
This External Ticketing System channel will now be available for use with any check under your Check Central account.
To create and match customer-centric check groups, we'll use this new API connection to import customers directly from HaloPSA.
Customer Import
From the External Ticketing Systems page, click on the Customer Import icon above your newly-created channel.
If no similar check groups exist, your customers will be listed under Check Groups to be Created.
Check Groups to be Created
If you've already created Check Groups using customer names, they will display in the Check Groups to be Updated section, ensuring they match with Halo.
Check Groups to be Updated
Existing Groups Already Matched with Halo will be skipped.
Check Groups Already Matched
Now click Import Customers as Check Groups to complete the import.
Complete Import
Checks within each Check Group can be directly tied to a Halo asset.
Asset ID
To create this association, look for the Asset ID field when creating or editing a Check.
Assets in Halo
To find this ID in Halo, go to the Home screen or side navigation bar and click Assets.
Assets in Halo cont'd
Asset ID
Click on the target Asset, copy its Asset Number, and paste it into the Asset ID field in Check Central.
Save cont'd
With all other Check configurations completed, click the Save tab and click Save Check.
When a check is configured to use HaloPSA, such as a backup software job that failed to run, a ticket will automatically be created in your HaloPSA Service Desk. A subsequent warning or failure for the same check will update the open ticket. If that same check returns successful, the open ticket will automatically be closed.
CheckCentral Monitoring consolidates and simplifies backup, system, and software email updates into a clean, graphical dashboard, bringing peace of mind to IT administrators of SMBs, Enterprises, and MSPs.
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