Views:

Configure the integration with HaloPSA to automate ticket creation in HaloPSA when alerts are triggered in your managed customers' TrendAI Vision One™ environments.

When a customer's TrendAI Vision One™ triggers an alert, the alert generates a notification. These notifications can be delivered via email, webhook, or the TrendAI Vision One™ mobile app. By integrating with HaloPSA, you can send the notifications to HaloPSA via email or webhook and automatically create tickets in HaloPSA for the following alert types:
  • New high-risk users/devices
    Notifies when new users or devices are classified as high-risk within the past 4 hours
  • Newly discovered assets
    Notifies when watchlisted assets are discovered in customer environments
  • New risk event
    Notifies when watchlisted risk events at the High or Medium risk level occur
This integration enables security alerts to be triaged, tracked, and resolved more efficiently through HaloPSA workflows, reducing manual effort and minimizing context switching between platforms.
Important
Important
Make sure the alert toggles are enabled in each customer's TrendAI Vision One™ Notifications app. If disabled, tickets are not created in HaloPSA.

Procedure

  1. In TrendAI Vision One™ for Service Providers, go to Workflow and Automation → Third-Party Integrations.
  2. Locate and click the HaloPSA integration card.
  3. Connect your HaloPSA account to TrendAI Vision One™ for Service Providers.
    1. Obtain the HaloPSA URL, client ID, and client secret from HaloPSA.
    2. Go back to TrendAI Vision One™ for Service Providers, and click Connect HaloPSA in the integration screen.
    3. In Connection settings, paste the HaloPSA URL, client ID, and client secret obtained from HaloPSA.
    4. Click Test connection to verify your connection.
    5. Click Connect to save your settings and establish the connection.
      Once connected, ticket types and managed customer data are synchronized from HaloPSA to TrendAI Vision One™ for Service Providers.
  4. Map your customers to HaloPSA-managed customers and define how TrendAI Vision One™ for Service Providers creates tickets in HaloPSA.
    1. Click editIcon=6e8dd682-4c7a-4aaa-8aed-6c50cfa750b2.png in the Customer mapping section to begin matching your customers with HaloPSA.
      The Customer mapping pop-up displays with a list of your managed customers in alphabetical order.
      Auto-create HaloPSA ticket is enabled by default for each customer. A ticket will be created in HaloPSA when a supported alert is triggered in the customer's TrendAI Vision One™ environment, provided the alert toggle is enabled in the customer's TrendAI Vision One™ Notifications app.
    2. In Customer mapping, use either automatic match or manual match to map your managed customers to those managed by HaloPSA, and click Save.
      Mapping method
      Description
      Automatic match
      Click Run auto-match and wait for a while.
      Customers with exact spelling matches between TrendAI Vision One™ for Service Providers and HaloPSA are automatically matched (indicated by a magic wand icon MagicWand=41232b6b-236f-4fb6-b1fb-e0c7d390e459.png).
      Manual match
      Use the Mapping status drop-down to easily identify unmatched customers.
      For each, click the drop-down menu in the HaloPSA-managed customer column, then search and select the corresponding HaloPSA-managed customer.
      Important
      Important
      Any new customers added after the initial mapping must be mapped to ensure tickets are assigned to the correct customer.
      If a customer with ticket creation enabled is not mapped to a HaloPSA-managed customer, any tickets created will be assigned to the default HaloPSA-managed customer you set in the ticket settings.
    3. Define how TrendAI Vision One™ for Service Providers creates tickets in HaloPSA by clicking editIcon=6e8dd682-4c7a-4aaa-8aed-6c50cfa750b2.png in the HaloPSA ticket settings section.
    4. In HaloPSA ticket settings, specify the ticket type and default HaloPSA-managed customer, and click Save.
      • Ticket type: Determines how tickets are categorized in HaloPSA.
        The value you specify appears as the "Type" field of the HaloPSA tickets. If this field is not configured, tickets cannot be created in HaloPSA.
      • Default HaloPSA-managed customer: Used as the organization name for tickets created for new or unmatched customers.
        The value you specify appears as the "Client/Site/User" field of the HaloPSA tickets created for new and unmatched customers. If this field is not configured, tickets cannot be created for those customers.
    TrendAI Vision One™ for Service Providers begins sending alert data to HaloPSA for all matched customers with ticket creation enabled. Tickets are automatically created in HaloPSA based on the ticket settings you configured.
Related information