Add a custom button to Halo on the Client record to link back to Benji Pays

In halo you can create custom buttons on different entity types.

Here we show how to create a button in Halo on the client entitity so that you can link directly to the customer in Benji Pays.

This step by step assumes you already have setup and configured your HaloPSA Integration in Benji Pays.  If you have not please do so first.

Step 1: Permissions

In order for the process to work - you will need to grant Admin permissions in the Halo API Application that Benji Pays used.

If you prefer not to edit or grant these permissions temporarily, pease scroll down to the bottom of this article to see how to set this up manually in Halo.

1. In Halo go to Configuration >> HaloPSA API >> View Applications

2. Find the application you created when you setup the HaloPSA Integration in Benji Pays and click it. (note, this is not application that you may have created for the Halo SSO)

3. Click the permissions tab and then click the Edit button at the top of the screen

4. Check off "Admin" if it is not already checked and then click the Save button at the top of the screen

5. In Benji Pays go to Settings >> Integrations and click the Configure button on your HaloPSA integration, on the window that opens click Save.  This will regenerate the authentication token for Benji Pays with your new permissions.

Step 2: Create the button from Benji Pays via your Integration Settings

1. In Benji Pays go to Settings >> Integrations

2. If you have not setup your Halo integration yet - click Edit and set it up by following the steps on the screen.

3. Click the "Create Custom Button" button.

4.  Go to halo to a client and you will see the result

Step 3: Revert Permissions

You may now want to remove the Admin permissions you granted in Step 1 above, follow the same steps and uncheck the Admin permissions.

Manually Create the Button

1. In HaloPSA go to Configuration – Custom Objects – Custom Buttons
2. In the Entity Dropdown select ‘Client’ and then click on the New button

3. Fill as per screenshot and click on Save

4. This is the result on a client record: