Navigation: QuoteWerks Help > CHAPTER 9: Contact Management Integration > HaloPSA > Setting up the HaloPSA Integration > Setting up the HaloPSA Integration in QuoteWerks
HaloPSA Account Tab
On the Account tab you will want to input your Server URL (the URL you use to sign into HaloPSA), your Client ID, and Client Secret. For instructions on how to get these please review Obtaining your HaloPSA Credentials.