# PSA integrations

> Connect ConnectWise Manage, Datto/Autotask or HaloPSA so alerts raise tickets automatically.

Connecting a PSA lets Octiga file a ticket automatically whenever an alert fires, instead of you
raising one by hand. Come here to connect ConnectWise Manage, Datto/Autotask or HaloPSA, map your
tenants to it, and choose which alert severities raise tickets.

## How every PSA connection works

All three connectors work the same way:

1. **Connect and test.** Enter the PSA's credentials; Octiga verifies them before saving.
2. **Map your tenants.** Match each Octiga tenant to its client or company record in the PSA.
3. **Map severities to priorities.** Set a ticket priority for each alert severity (critical,
   danger and warning), separately for Microsoft 365 event alerts and for baseline deviation
   alerts. Leaving a severity's priority empty means Octiga raises no ticket for that severity.

Octiga also reads the PSA's own **completed** status or statuses. When an alert repeats, Octiga
adds a note to the existing ticket unless the PSA shows it as completed, in which case it opens a
new one instead.

Each PSA client can be mapped to only one Octiga tenant at a time.

*Screenshot: Integrations — one card per PSA*

1. The PSA's logo and name
2. Connection status badge — Not connected, Disconnected or Connected
3. Select the card to connect this PSA, or to open it once connected

## Connection states

| Action            | What it does                                                                                           |
| ----------------- | ------------------------------------------------------------------------------------------------------ |
| Disconnect        | Stops sending tickets. Credentials, tenant mappings and ticket configuration are all kept. Reversible. |
| Reconnect         | Resumes sending tickets. No credentials needed.                                                        |
| Delete connection | Removes credentials, tenant mappings and ticket configuration entirely.                                |

> **Caution:** Delete connection removes everything you have mapped for that PSA. If you might reconnect later,
> use Disconnect instead.

## Connect a PSA

1. Open Settings from the gear icon, then choose **Integrations**.
2. Select the PSA you want to connect.
3. Enter its credentials.
4. Select **Save & test connection**.
5. Map your tenants to their PSA clients, then set severity-to-priority mappings for event and
   deviation alerts.

**ConnectWise Manage**

### Credentials

| Field       | What it does                                                       |
| ----------- | ------------------------------------------------------------------ |
| Site        | The ConnectWise server your company signs in to, without https\:// |
| Company ID  | The company identifier from the ConnectWise sign-in screen         |
| Public key  | One half of an API member's key pair                               |
| Private key | The other half of the pair                                         |

### Ticket configuration

| Field                          | What it does                                                                                           |
| ------------------------------ | ------------------------------------------------------------------------------------------------------ |
| Board                          | The board new tickets are raised on                                                                    |
| Team                           | The team tickets are assigned to                                                                       |
| Ticket type                    | The type applied to a new ticket                                                                       |
| Sub-type (Microsoft events)    | The sub-type for tickets raised from Microsoft 365 event alerts                                        |
| Sub-type (baseline deviations) | The sub-type for tickets raised from baseline deviation alerts                                         |
| New status                     | The status a new ticket opens in                                                                       |
| Completed statuses             | One or more statuses that mean a ticket is finished; a repeated alert reopens against any other status |

Severity-to-priority mapping is set separately for event alerts and deviation alerts. ConnectWise
tickets carry both a priority and a severity value for each grade.

**Datto / Autotask**

### Credentials

| Field                | What it does                                          |
| -------------------- | ----------------------------------------------------- |
| Username             | The dedicated Autotask API user's username            |
| Secret               | That API user's password                              |
| API integration code | The code Autotask issues to identify Octiga's traffic |
| Autotask zone        | The zone number in your Autotask API address          |

### Ticket configuration

| Field                                | What it does                                                                                           |
| ------------------------------------ | ------------------------------------------------------------------------------------------------------ |
| Queue                                | The queue new tickets are raised in                                                                    |
| Ticket category                      | The category applied to a new ticket                                                                   |
| Ticket type                          | The type applied to a new ticket                                                                       |
| Issue type                           | The issue type for a new ticket                                                                        |
| Sub-issue type (Microsoft events)    | The sub-issue type for tickets raised from Microsoft 365 event alerts                                  |
| Sub-issue type (baseline deviations) | The sub-issue type for tickets raised from baseline deviation alerts                                   |
| Source                               | The source recorded on a new ticket                                                                    |
| Note type                            | The type used when Octiga adds a note to an existing ticket                                            |
| New status                           | The status a new ticket opens in                                                                       |
| Completed statuses                   | One or more statuses that mean a ticket is finished; a repeated alert reopens against any other status |

Severity-to-priority mapping is set separately for event alerts and deviation alerts.

**HaloPSA**

### Credentials

HaloPSA uses OAuth. Octiga re-authenticates automatically once connected.

| Field                | What it does                                                                                   |
| -------------------- | ---------------------------------------------------------------------------------------------- |
| Resource             | Your Halo API address, shown alongside your API application's details in Halo                  |
| Authorisation server | The address Octiga requests access tokens from — a different host from Resource on hosted Halo |
| Tenant               | Your Halo tenant name                                                                          |
| Client ID            | The API application's client ID                                                                |
| Client secret        | The API application's client secret, shown only when it is created                             |

### Ticket configuration

| Field              | What it does                                                                                           |
| ------------------ | ------------------------------------------------------------------------------------------------------ |
| Team               | The team tickets are assigned to                                                                       |
| Ticket type        | The type applied to a new ticket                                                                       |
| New status         | The status a new ticket opens in                                                                       |
| Completed statuses | One or more statuses that mean a ticket is finished; a repeated alert reopens against any other status |

Severity-to-priority mapping is set separately for event alerts and deviation alerts.

## Related

To choose who else receives an alert by email instead of (or as well as) a PSA ticket, see
[Alert recipients](https://docs.octiga.io/administration/alert-recipients/). For where PSA tickets fit among the other alert channels, see
[Alerts](https://docs.octiga.io/monitoring/alerts/).
