> ## Documentation Index
> Fetch the complete documentation index at: https://docs.blinkops.com/llms.txt
> Use this file to discover all available pages before exploring further.

# HaloPSA

> HaloPSA is an IT company that offers ITSM, PSA and CRM workflow management services.

## Creating a HaloPSA connection

Create the connection by using one of the following methods:

* [Username and Password](#using-username-and-password)
* [Client Credentials](#using-client-credentials)

### Using Username and Password

To create the connection you need:

* An API Address
* A Client ID
* A Username
* A Password
* A Scope
* A Tenant

[//]: # "TODO: #### Obtaining the credentials"

#### Creating your connection

1. In the Blink platform, navigate to the **Connections** page > **Add connection**. A New Connection dialog box opens displaying icons of external service providers available.
2. Select the **HaloPSA** icon. A dialog box with name of the connection and connection methods appear.
3. (Optional) Edit the name of the connection. At a later stage you cannot edit the name.
4. Select **Username and Password** as the method to create the connection.
5. Fill in the parameters:
   * The API Address
   * The Client ID
   * The Username
   * The Password
   * The Scope
   * The Tenant
6. (Optional) Click **Test Connection** to test it.
7. Click **Create connection**. The new connection appears on the **Connections** page.

### Using Client Credentials

To create the connection you need:

* An API Address
* A Client ID
* A Client Secret
* A Scope
* A Tenant

[//]: # "TODO: #### Obtaining the credentials"

#### Creating your connection

1. In the Blink platform, navigate to the **Connections** page > **Add connection**. A New Connection dialog box opens displaying icons of external service providers available.
2. Select the **HaloPSA** icon. A dialog box with name of the connection and connection methods appear.
3. (Optional) Edit the name of the connection. At a later stage you cannot edit the name.
4. Select **Client Credentials** as the method to create the connection.
5. Fill in the parameters:
   * The API Address
   * The Client ID
   * The Client Secret
   * The Scope
   * The Tenant
6. (Optional) Click **Test Connection** to test it.
7. Click **Create connection**. The new connection appears on the **Connections** page.
