Ringotel integration for HaloPSA offers the following features:

• Identifies contacts on incoming and outgoing calls.

• Provides links to open Phone Call and Contact entities from the Ringotel app.

• Allows you to create contacts in CRM using the Ringotel mobile or desktop app.

• Imports contacts from CRM into the Contact lists of Ringotel users.

• Initiate a call from a CRM contact profile using the click-to-call feature.

Configuring Integration in HaloPSA

To begin, log in to HaloPSA and navigate to Configuration->Integration->Halo API to see the following page:

From this page, click "View Applications" to find your list of connected Halo applications and click on New to create a new application.

Details Tab

From here on the "Details" tab, you will be prompted to name your application, enable it, and set its "Authentication Method".

Give the Application an appropriate name and choose its authentication method as Authorization Code (Native Application).

Take note of the Client ID and Client Secret values provided in the Details tab as they will be required to complete the integration on the Ringotel side.

Then, input the following Login redirect URL https://shell.ringotel.co/services/HaloPSA.

Navigate to the Permissions tab and set the permission to all:standard and hit Save button.

This should conclude the configuration on the Halo side.

More on Connected app configuration: https://halopsa.com/guides/article/?kbid=1823.

Configuring integration in Ringotel

In Ringotel Shell Admin, choose the organization and select Integration.

From the list of available integrations, select HaloPSA and click Enable Integration button.

In the popup window, fill the fields with relevant information, specify user permissions and click Save & Continue button:

If the information provided is accurate, you will be directed to your HaloPSA login page. After authorization, you will be redirected to the Shell Admin portal to link Halo users with Ringotel users.