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Capabilities

ResourceSyncProvision
Accounts
Roles
Teams
This connector can also be configured to automatically create and update HaloITSM tickets to track manual provisioning assignments. Go to Configure HaloITSM as an external ticketing provider to learn more.

Gather HaloITSM credentials

Each setup method requires you to pass in credentials generated in HaloITSM. Gather these credentials before you move on.
A user with the admin role in HaloITSM must perform this task.

Create a new application

1
In HaloITSM, navigate to Configuration (the gear icon) > Advanced > Integrations.
2
Click HaloITSM API.
3
In the Applications section, click View Applications.
4
Click New to create a new application.
5
Fill in the Details tab:
  • Application Name: Give your integration a meaningful name (e.g., “My External Integration”).
  • Authentication Method: Select Client ID and Secret (Services). This will allow you to generate the required credentials for a machine-to-machine flow (Client Credentials Grant).
  • Login Type: Select Agent.
  • Agent to log in as: Select the specific agent account you want the integration to act as. This agent’s permissions will determine what the integration can do. The agent must have the HaloITSM Administrator role.
6
HaloITSM will generate the Client ID and Client Secret. Immediately copy and securely store both of these values, especially the Client Secret, as it may only be viewable once.

Define the app’s permissions

1
Switch to the new application’s Permissions tab.
2
Select the necessary privileges for your integration:
  • Permissions for User/Team/Role Management: Agent role or higher
  • Permissions for Ticketing: User role with Ticket Read permission (for listing ticket schemas and retrieving tickets)
3
Click Save to finalize the application setup.
That’s it! Next, move on to the connector configuration instructions.

Configure the HaloITSM connector

To complete this task, you’ll need:
  • The Connector Administrator or Super Administrator role in C1
  • Access to the set of HaloITSM credentials generated by following the instructions above
Follow these instructions to use a built-in, no-code connector hosted by C1.
1
In C1, navigate to Integrations > Connectors and click Add connector.
2
Search for HaloITSM and click Add.
3
Choose how to set up the new HaloITSM connector:
  • Add the connector to a currently unmanaged app (select from the list of apps that were discovered in your identity, SSO, or federation provider that aren’t yet managed with C1)
  • Add the connector to a managed app (select from the list of existing managed apps)
  • Create a new managed app
4
Set the owner for this connector. You can manage the connector yourself, or choose someone else from the list of C1 users. Setting multiple owners is allowed.If you choose someone else, C1 will notify the new connector owner by email that their help is needed to complete the setup process.
5
Click Next.
6
Find the Settings area of the page and click Edit.
7
Paste the organization API access token into the Access token field.
8
Paste the Client ID and Client secret into into the relevant fields.
9
Optional. If you want to automatically create HaloITSM tickets to track provisioning tasks, click Enable external ticket provisioning. Learn more about external ticketing system integrations.
10
Click Save.
11
The connector’s label changes to Syncing, followed by Connected. You can view the logs to ensure that information is syncing.
That’s it! Your HaloITSM connector is now pulling access data into C1.