Connect your Halo instance
Create an OAuth application in Halo, connect it to ElegantInsights, and test the connection.
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Connecting Halo is a one-time setup. You create an OAuth application inside your Halo instance, paste a redirect URL that ElegantInsights gives you, then enter your instance URL and Client ID back in ElegantInsights to authorise the connection. Setup lives on the Integrations page under your profile. Click any field on the connection card to jump to its step.
Click any control to jump to what it does.
Set up the connection
Copy the redirect URL
In ElegantInsights, the setup card shows a login redirect URL. Copy it with the copy button. You will paste this into Halo so it knows where to send you back after authorising.
Create the application in Halo
In your Halo instance, go to Configuration -> Integrations -> Halo API -> View Applications and click New. Then:
- Give the application a name (for example, "ElegantInsights").
- Set the authentication method to Authorization Code (Native Application).
- Add the redirect URL you copied as the login redirect URL.
- Under Preferences, make sure Allow agent logins is checked.
- On the Permissions tab, select
read:reportingandedit:reporting. - Click Save, then copy the Client ID.
Enter your details in ElegantInsights
In the connection card, fill in:
- Halo URL - your instance address, such as
https://your-instance.halopsa.com. - Client ID - the Client ID you copied from Halo.
Connect to Halo
Click Connect to Halo. You are redirected to Halo to authorise the application, then sent back to ElegantInsights. A success message confirms the integration is connected.
Test the connection
Use the Test button on the connection card to confirm everything works. A successful test shows a confirmation; a failure shows the error so you can fix it. Your access tokens are stored encrypted and refreshed automatically when they expire.
Set your default report period
Once connected, the Report Settings card lets you pick a default reporting period - the date range used when you test and create reports. The default is All, which covers all data but can be slow or time out on large datasets, so consider narrowing it.
Past
- Yesterday
- Last Week
- Last 2 Weeks
- Last Month
Current
- Today
- This Week
- This Month
Future
- Tomorrow
- Next Week
- Next Month
All Data
- All
Need to disconnect? The Disconnect button on the connection card removes the integration. You can reconnect at any time by entering your details again.
When a report test fails in chat
If you test a generated report in chat and it fails with an integration error, the result shows a Fix Integration button that takes you back to this setup page. Reconnect or re-test here, then return to the chat and run the report again. See Testing Halo reports for the in-chat flow.