Getting started with HaloPSA dashboards

The HaloPSA plugin is a new addition to SquaredUp, and helps you create live dashboards that surface the important metrics – giving you and your team a single pane of glass for help desk performance, asset visibility, and client reporting.

Why it matters: If your team uses HaloPSA to manage tickets, assets, and clients, then you already know how vital that data is for running smooth operations. But constantly tabbing through reports, exporting CSVs, or switching views in the PSA system can slow you down.

This is where SquaredUp comes in...

And best of all? It’s code-free and ready in minutes. In this post, we’ll show you how to get started.

Step 1: Connect to HaloPSA

Before you can build dashboards, you need to connect SquaredUp to your HaloPSA environment. Here's how...

1. Head to Data Sources in SquaredUp and click Add data source. Select the HaloPSA plugin from the catalog.
2. You’ll be prompted to enter your connection details:
3. Display name: Give your connection a clear name like "HaloPSA" or "HaloPSA UK Office".
4. HaloPSA Server URL: This is the base URL of your HaloPSA instance (e.g. https://yourcompany.halopsa.com).
5. Tenant ID: Often just "Halo" unless you’re using a multi-tenant setup.
6. Client ID / Username / Password: These come from a client credentials setup in HaloPSA. If you haven’t created this yet, follow the next step below.
7. Scope: We recommend read-only scopes found in our HaloPSA KB article
8. Click Test and add to verify the connection.

How to create a client ID and API user in HaloPSA

1. Create a dedicated API user

1. In HaloPSA, go to Configuration > Users.

2. Click New to create a new user.

3. Set a username and secure password (you’ll need this for the plugin config).

4. Assign appropriate permissions — for read-only access, assign a role with limited access to Tickets, Assets, Clients, etc.

5. Save the user.

2. Register an API client in HaloPSA

1. Go to Configuration > Integrations > Applications.

2. Click New to add a new application.

3. Give it a name (e.g. SquaredUp Dashboard Client).

4. Set the Grant Type to Username/Password Credentials.

5. Click Save.

Once saved, HaloPSA will generate a Client ID. Copy this and paste it into the SquaredUp configuration form.

Step 2: Work with built-in data streams

The HaloPSA plugin includes powerful data streams out of the box. These streams are preconfigured to pull relevant, structured data from your HaloPSA environment, meaning you don’t have to write a single line of code or craft complex queries.

Tickets

Real-time visibility into open, closed, or pending tickets. Includes status, priority, SLA state, assigned agent, and more.

Clients

List of clients and organizations including contact info, service agreements, and more.

Assets

Inventory of managed devices including type, model, location, assignment status.

Report data

Access to saved reports from HaloPSA. Useful for monthly KPIs, trends, and audit reporting.

Step 3: Build and share dashboards

Now that your data is flowing, you can start visualizing it with SquaredUp’s dashboard builder. Drag-and-drop chart tiles, tables, KPIs, and more to create dashboards tailored to your team.

Example dashboards include:

Helpdesk overview: Tickets by status, SLA breaches, resolution time, workload by agent.

Client wallboard: Open tickets by client, recent activity, and agreement info.

Asset inventory: Devices by type, recent additions, unassigned assets.

Monthly reports: Ticket volumes, compliance rates, category breakdowns.

Example: ticket overview dashboard

To give you a head start, here’s an example of a real dashboard built using the HaloPSA plugin in SquaredUp:

This Ticket Overview dashboard gives teams a quick glance at support operations. It includes:

Tickets by team: Compare workloads across 1st Line and 2nd Line Support.
Ticket feedback: Visualize satisfaction levels (Excellent, Good, OK, Poor).
SLA compliance: See how many tickets were resolved inside vs. outside SLA.
SLA metrics over time: Response and satisfaction rate trends by month.
Ticket response times: Detailed response times for recent tickets by technician, site, and area.

You can easily replicate this layout using the built-in data streams like Tickets, SLA, and Feedback, using visualizations such as bar charts, donut charts, and tables.

Tip: Use filters on tiles to group by key fields like Team, SLA Status, or Technician.

Step 4: Explore and extend

You can use filters, drilldowns, scheduled reports, and integrate with other platforms like Azure, InfluxDB, or AWS to create truly connected dashboards.

With SquaredUp and the HaloPSA plugin, it’s never been easier to put your PSA data to work. In just a few minutes, you can go from raw data to real-time insight – helping your support team stay responsive, your clients happy, and your service levels on track.

SquaredUp’s smarter dashboards help engineering, product, and IT teams make better decisions through a deeper understanding of their data. Visualize and monitor any data from any tool, all in one place. Sign up for free now!