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HaloPSA

Prerequisites:

  1. You must exist as an Administrator in your HaloPSA instance and your OnPage enterprise.
  2. Create a Bearer Token. Please save it in safe place. You will need this token later during the integration.

Instructions to create a bearer Token

  1. Go to https://integrations.onpage.com/#/integration/public-api/create
  2. Login using your OnPage Enterprise Administrator Credentials
  3. Token Name: HaloPSA-OnPage-API
  4. On behalf of dispatcher: Choose your name
  5. Valid for: 1 year
  6. Copy and save the token and click Save

Integration instructions

  1. Login to your HaloPSA domain or instance.
  2. Go to Configuration
  3. Under Advanced, click on Custom Objects
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  • Under Custom Objects, Click on Custom Fields
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  1. Click on New to create a Custom Field
  2. Name: onpageId
  3. Field Label: onpage Id
  4. Type of Field: Text
  5. Input Type: Anything
  6. Character limit: Maximum length
  7. Mark checkbox: Only show this field to Agents (End-Users will not be able to access any lookup values or the field)
  8. Tab: Service Details
  9. Save
  10. Add the newly created custom field to tickets
  11. Go to Tickets
  12. Click on Ticket Types
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  • Find the Name Incident and click it
  • Click on Field List
  • Click on Edit
  • Scroll to the bottom and click Add
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  • Search for OnPageId and Save
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  • Click Save again
  • Create custom integration called OnPage
    • Go to Configurations
    • Under Advanced, Click on Custom Objects
    • Click on Custom integrations
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  • Under Custom Integrations, Click on Custom Integrations
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  • Click New to create New Custom Integration
    • Name: OnPage
    • System Integration: None
    • Authorization: None
    • API Accessibility: Externally accessible
    • Click Save
    • Click on Edit
    • Click on Import JSON
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  • Copy and Paste the JSON below and Save

{

  “id”: null,

  “guid”: null,

  “name”: “OnPage”,

  “module_id”: 0,

  “authorizationtype”: 2,

  “granttype”: 0,

  “username”: “”,

  “tokenurl”: “”,

  “headername”: “Authorization”,

  “headerprefix”: “”,

  “algorithm”: 0,

  “headers_to_sign”: [],

  “bearername”: “Bearer”,

  “bearerlocation”: 0,

  “resourcebaseurl”: “https://papi.onpage.com”,

  “certificate_name”: “”,

  “library_licence_name”: “”,

  “icon”: “https://onpagesandbox.halopsa.com/api/attachment/image/c0552be8-8c1d-4327-b708-ab8fa8d84bc1”,

  “major_version_number”: 1,

  “minor_version_number”: 0,

  “patch_version_number”: 0,

  “version_number”: “1.0.0”,

  “note”: “”,

  “authorized”: false,

  “safe_instances”: 0,

  “methods”: [

    {

      “id”: null,

      “guid”: “c15caf26-29e0-4c50-a6fe-584f43310134”,

      “integration_id”: null,

      “integration_name”: null,

      “integration_baseurl”: “https://papi.onpage.com”,

      “name”: “Create Page”,

      “full_name”: null,

      “resource”: “https://papi.onpage.com”,

      “path”: “/pages”,

      “method”: 1,

      “authorizationtype”: -1,

      “requesttype”: 1,

      “responsetype”: 0,

      “requestbody”: “{\r\n    \”subject\”: <<ticket^summary>>,\r\n    \”body\”: <<ticket^details>>,\r\n    \”allowFreeTextReplies\”: true,\r\n    \”callbackUri\”: <<Callback>>,\r\n    \”externalId\”: \”<<ticket^id>>\”,\r\n    \”priority\”: \”HIGH\”,\r\n    \”recipients\”: [\r\n        \”00991\”\r\n    ]\r\n}”,

      “log_retention_policy_days”: 30,

      “uri_params”: [

        {

          “id”: 631,

          “method_id”: 41,

          “type”: 0,

          “step_id”: 0,

          “step_name”: “”,

          “rule_id”: 0

        },

        {

          “id”: 632,

          “method_id”: 41,

          “type”: 0,

          “step_id”: 0,

          “step_name”: “”,

          “rule_id”: 0

        },

        {

          “id”: 633,

          “method_id”: 41,

          “type”: 0,

          “step_id”: 0,

          “step_name”: “”,

          “rule_id”: 0

        },

        {

          “id”: 634,

          “method_id”: 41,

          “type”: 0,

          “step_id”: 0,

          “step_name”: “”,

          “rule_id”: 0

        },

        {

          “id”: 635,

          “method_id”: 41,

          “type”: 0,

          “step_id”: 0,

          “step_name”: “”,

          “rule_id”: 0

        },

        {

          “id”: 636,

          “method_id”: 41,

          “type”: 0,

          “step_id”: 0,

          “step_name”: “”,

          “rule_id”: 0

        },

        {

          “id”: 637,

          “method_id”: 41,

          “type”: 0,

          “step_id”: 0,

          “step_name”: “”,

          “rule_id”: 0

        },

        {

          “id”: 638,

          “method_id”: 41,

          “type”: 0,

          “step_id”: 0,

          “step_name”: “”,

          “rule_id”: 0

        },

        {

          “id”: 639,

          “method_id”: 41,

          “type”: 0,

          “step_id”: 0,

          “step_name”: “”,

          “rule_id”: 0

        },

        {

          “id”: 640,

          “method_id”: 41,

          “type”: 0,

          “step_id”: 0,

          “step_name”: “”,

          “rule_id”: 0

        }

      ],

      “headers”: [],

      “body_mappings”: [

        {

          “id”: 641,

          “method_id”: 41,

          “type”: 2,

          “step_id”: 0,

          “step_name”: “”,

          “rule_id”: 0

        },

        {

          “id”: 642,

          “method_id”: 41,

          “type”: 2,

          “step_id”: 0,

          “step_name”: “”,

          “rule_id”: 0

        },

        {

          “id”: 643,

          “method_id”: 41,

          “type”: 2,

          “step_id”: 0,

          “step_name”: “”,

          “rule_id”: 0

        },

        {

          “id”: 644,

          “method_id”: 41,

          “type”: 2,

          “step_id”: 0,

          “step_name”: “”,

          “rule_id”: 0

        },

        {

          “id”: 645,

          “method_id”: 41,

          “type”: 2,

          “step_id”: 0,

          “step_name”: “”,

          “rule_id”: 0

        },

        {

          “id”: 646,

          “method_id”: 41,

          “type”: 2,

          “step_id”: 0,

          “step_name”: “”,

          “rule_id”: 0

        },

        {

          “id”: 647,

          “method_id”: 41,

          “type”: 2,

          “step_id”: 0,

          “step_name”: “”,

          “rule_id”: 0

        },

        {

          “id”: 648,

          “method_id”: 41,

          “type”: 2,

          “step_id”: 0,

          “step_name”: “”,

          “rule_id”: 0

        },

        {

          “id”: 649,

          “method_id”: 41,

          “type”: 2,

          “step_id”: 0,

          “step_name”: “”,

          “rule_id”: 0

        },

        {

          “id”: 650,

          “method_id”: 41,

          “type”: 2,

          “step_id”: 0,

          “step_name”: “”,

          “rule_id”: 0

        }

      ],

      “output_variables”: [

        {

          “id”: 662,

          “method_id”: 41,

          “type”: 3,

          “data_type”: 0,

          “key”: “Created Page Id”,

          “value”: “response^id”,

          “description”: “”,

          “value_mappings”: [],

          “extra_process”: 0,

          “step_id”: 0,

          “step_name”: “”,

          “mapping_type”: 0,

          “rule_id”: 0

        }

      ],

      “access_control”: [],

      “access_control_level”: 3

    },

    {

      “id”: null,

      “guid”: “14e33873-376a-4c90-9db1-6eb9d65c045c”,

      “integration_id”: null,

      “integration_name”: null,

      “integration_baseurl”: “https://papi.onpage.com”,

      “name”: “Check for related Page”,

      “full_name”: null,

      “resource”: “https://papi.onpage.com”,

      “path”: “/pages”,

      “method”: 0,

      “authorizationtype”: -1,

      “requesttype”: 0,

      “responsetype”: 0,

      “log_retention_policy_days”: 30,

      “uri_params”: [

        {

          “id”: 651,

          “method_id”: 42,

          “type”: 0,

          “key”: “externalId”,

          “value”: “<<ticket^id>>”,

          “step_id”: 0,

          “step_name”: “”,

          “rule_id”: 0

        },

        {

          “id”: 652,

          “method_id”: 42,

          “type”: 0,

          “step_id”: 0,

          “step_name”: “”,

          “rule_id”: 0

        },

        {

          “id”: 653,

          “method_id”: 42,

          “type”: 0,

          “step_id”: 0,

          “step_name”: “”,

          “rule_id”: 0

        },

        {

          “id”: 654,

          “method_id”: 42,

          “type”: 0,

          “step_id”: 0,

          “step_name”: “”,

          “rule_id”: 0

        },

        {

          “id”: 655,

          “method_id”: 42,

          “type”: 0,

          “step_id”: 0,

          “step_name”: “”,

          “rule_id”: 0

        },

        {

          “id”: 656,

          “method_id”: 42,

          “type”: 0,

          “step_id”: 0,

          “step_name”: “”,

          “rule_id”: 0

        },

        {

          “id”: 657,

          “method_id”: 42,

          “type”: 0,

          “step_id”: 0,

          “step_name”: “”,

          “rule_id”: 0

        },

        {

          “id”: 658,

          “method_id”: 42,

          “type”: 0,

          “step_id”: 0,

          “step_name”: “”,

          “rule_id”: 0

        },

        {

          “id”: 659,

          “method_id”: 42,

          “type”: 0,

          “step_id”: 0,

          “step_name”: “”,

          “rule_id”: 0

        },

        {

          “id”: 660,

          “method_id”: 42,

          “type”: 0,

          “step_id”: 0,

          “step_name”: “”,

          “rule_id”: 0

        }

      ],

      “headers”: [],

      “body_mappings”: [],

      “output_variables”: [

        {

          “id”: 661,

          “method_id”: 42,

          “type”: 3,

          “data_type”: 2,

          “key”: “Found Page Id”,

          “value”: “response^pages[0]^id”,

          “value_mappings”: [],

          “extra_process”: 0,

          “step_id”: 0,

          “step_name”: “”,

          “mapping_type”: 0,

          “rule_id”: 0

        }

      ],

      “access_control”: [],

      “access_control_level”: 3

    }

  ],

  “api_access_type”: 0,

  “lookup_service_cert_name”: “”,

  “access_control”: null,

  “access_control_level”: 3

}

  1. Edit the Bearer Token field and paste the Bearer Token that you created in the beginning.
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  • Click Save
  • Create custom runbook
    • Go to Configurations
    • Under Advanced, Click on Custom Objects
    • Click on Custom integrations
    • Under Integration Runbooks, Click on Integration Runbooks
    • Click New
    • Name: OnPage Sync
    • Click Save
    • Click on Edit
    • Click on Import JSON
    • Copy and Paste the JSON below

{

  “id”: null,

  “name”: “OnPage Sync”,

  “type”: 1,

  “content_type”: “application/json”,

  “authentication_type”: 0,

  “method”: 0,

  “certificate_id”: 0,

  “certificate_name”: “”,

  “active”: true,

  “events”: [

    {

      “guid”: “527f16c5-9fb2-41a9-a939-a03a70d80244”,

      “id”: 11,

      “name”: “New P1 Ticket Logged”,

      “agent_id”: 0,

      “agent_name”: “”,

      “type”: -2,

      “delivery_method”: 6,

      “sendpushnotification”: false,

      “sendpushnotificationbrowser”: false,

      “popupinnotificationpane”: true,

      “eventno”: 7,

      “emailtemplate_id”: 32,

      “emailtemplate_guid”: “db911379-3abc-4e9c-a00d-0a5eef439105”,

      “user_id”: 0,

      “user_name”: “”,

      “email_list”: “”,

      “slack_id”: 0,

      “interval”: 0,

      “useworkinghours”: 0,

      “restriction_type”: 0,

      “webhook_id”: “acd5e1b3-6937-4833-bd4d-41bb914e8d50”,

      “condition_count”: 0,

      “subscriber_count”: 0,

      “slack_channel_name”: “”,

      “teams_id”: 0,

      “teams_channel_name”: “”,

      “value1”: 0,

      “mattermost_channelid”: 0,

      “mattermost_channel_name”: “”,

      “rule_id”: -1,

      “filter_type”: 2,

      “customisecolour”: false,

      “colour”: “”,

      “safe_instances”: 0

    }

  ],

  “systemuse”: “”,

  “runbook_start_type”: 1,

  “inbound_authentication_type”: 0,

  “algorithm”: 0,

  “digest”: 0,

  “headers_to_sign”: [],

  “custom_payload”: false,

  “payload_type”: 2,

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      “id”: 869,

      “method_id”: 0,

      “runbook_id”: “acd5e1b3-6937-4833-bd4d-41bb914e8d50”,

      “type”: 3,

      “data_type”: 2,

      “key”: “MessageId”,

      “value”: “<<request^id>>”,

      “description”: “”,

      “value_mappings”: [],

      “extra_process”: 0,

      “step_id”: 0,

      “step_name”: “”,

      “mapping_type”: 0,

      “rule_id”: 0

    },

    {

      “id”: 870,

      “method_id”: 0,

      “runbook_id”: “acd5e1b3-6937-4833-bd4d-41bb914e8d50”,

      “type”: 3,

      “data_type”: 2,

      “key”: “ExternalId”,

      “value”: “<<request^externalId>>”,

      “value_mappings”: [],

      “extra_process”: 0,

      “step_id”: 0,

      “step_name”: “”,

      “mapping_type”: 0,

      “rule_id”: 0

    },

    {

      “id”: 871,

      “method_id”: 0,

      “runbook_id”: “acd5e1b3-6937-4833-bd4d-41bb914e8d50”,

      “type”: 3,

      “data_type”: 2,

      “key”: “Callback”,

      “value”: “https://onpage.halopsa.com/api/automation/acd5e1b3-6937-4833-bd4d-41bb914e8d50”,

      “description”: “”,

      “value_mappings”: [],

      “extra_process”: 0,

      “step_id”: 0,

      “step_name”: “”,

      “persist”: false,

      “mapping_type”: 0,

      “rule_id”: 0

    }

  ],

  “mapping_profiles”: [],

  “disabled”: false,

  “use_lightweight_logs”: false,

  “log_retention_policy_days”: 30,

  “batch_method”: 0,

  “batch_delay_seconds”: 30,

  “batch_limit”: 0,

  “infinite_loop_threshold”: 5,

  “notify_on_failure”: false,

  “safe_instances”: 0,

  “multiple_execution_mode”: 0,

  “auto_disable_attempts”: 0,

  “access_control”: null,

  “access_control_level”: 3,

  “___loaded_at”: “2025-09-08T13:20:15.986Z”

}

  1. Under Runbook Start Access, Copy the  CallbackURL
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  1. Under Runbook-level variables, edit Callback field
  2. Paste the CallbackURL copied from step #10 into the Value field
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  1. Under events, Add or choose triggers that will trigger this workflow. Click Save
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  1. Click on Flowchart
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  1. Edit “send to onpage” action
    1. Under Method, find OnPage: Create Page
    1. Click Save
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  • Click on Edit Method
    • Click Body
    • Replace the Recipients ID with your OnPage ID.
    • Click Save
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Click Save