The Halo integration with MSPbots shows API data synchronization has failed or is in Pending status. When this occurs, check if you have configured the correct login type for the API application. This guide shows how to set the correct login type for the API application and configure the login account, etc.
Issue Description
After establishing a successful Halo Integration with MSPbots, clients encounter API data synchronization failure or experience cases where the data is in Pending status.
The error messages are as follows:
403: Forbidden error indicates lack of permission to access.
"/Appointment : 403:Forbidden"
"/Tickets : 403:Forbidden"
This issue occurs because the Agent's login type is incorrectly set resulting in insufficient permissions and data synchronization failure. To resolve this, clients need to set the correct login type for the Agent.
Prerequisites
Before proceeding, ensure successful Halo integration and authorization. These steps can only be performed by admins and may only affect Halo users.
Resolution
To set up the Agent with the correct login type
- Log in to Halo PSA.
- On the Add an Application screen of Halo PSA.
- select Agent for the Login Type.
- Then select Administrator for Agent to log in as.
- Set all to assign all permissions to the admin user.
For more information, refer to 2. How to obtain field values connecting HaloPSA integration and the HaloPSA guide on Setting up an API Agent.