HaloCRM Guides
Sending Requests Across 2 Instances
It is possible to send requests across 2 instances when the HaloCRM -> HaloITSM integration is not being used.
To do this, you will need to first, ensure that the suppliers module is enabled in both instances. Once enabled, you will need to create a supplier record for the instance you want to connect.
Go to the ‘API Access’ tab and check ‘Allow Access’ to your Halo API.
Then, it will present you with credentials to copy into a notepad.
Save this and do the same on the other instance you’d like to connect.
You will also need to make a client record for the second instance to ensure the integration is 2-way.
Again, go to the ‘API Access’ tab, check the box and copy the API credentials into a notepad.
Save and repeat this step on the other instance you wish to connect.
Naturally, once you turn on ‘allow access’ in the ‘API access’ tabs, an application will be created in your API applications found in Configuration > Integrations > Halo API > Applications.
These have the same credentials as the ones you copied earlier into the notepad.
Automatically, they will have applied the correct log in type to the applications.
Once you have done this on both sides, you can return to the supplier and client records you have created, and add in the details for the other instance into the following fields:
Here, for example, I would be adding in Instance B’s API credentials. This allows requests to be sent two-ways with seamless interactions.
Add to both the client and supplier records you created on both instances, and make sure to save.
Finally, you’ll need to create an action to send the requests across instances.
You can name this what you’d like, for example ‘Send to Instance A’.
You will want to set the system use as ‘Log to Supplier’.
Then, in the ‘Defaults’ tab, you can set the default supplier to the one you have created.
This means, when you use this action button, it will by default, apply the API details to send the communication to the other instance.
You will want to add a notes field as a minimum to the action in order to add any messages to send to the other instance. Other fields added, such as status etc, will not populate unless added using $ variables to the note.
You'll need to create a second action button with the system use of 'Email Supplier' with the same defaults and fields which allows you to reply to a ticket logged from the other instance, so that it doesn't create a loop of tickets.
This should now work as a two-way integration between instances.
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