Welcome to Ticket2Doc Documentation

Ticket2Doc automatically converts closed Syncro PSA, Halo PSA, or ConnectWise PSA service tickets into sanitized, formatted Standard Operating Procedures inside Hudu and IT Glue Knowledge Bases. Ticket2Doc processes one PSA per tenant: pick Syncro, Halo, or ConnectWise in Settings.

Quick Navigation

• Quickstart Guide: Get running in under 3 minutes.
• Syncro PSA Webhook Setup: Configure Syncro to send resolution webhooks.
• Halo PSA Webhook Setup: Configure the Halo API application, ticket action, and webhook.
• ConnectWise PSA Webhook Setup: Configure the ConnectWise API Member, security role, and custom field.
• Hudu Integration Guide: Connect Hudu API keys and configure company article creation.
• IT Glue Integration Guide: Connect IT Glue API keys and configure organization document creation.
• Security & Sanitization: Learn how secrets, passwords, and IPs are scrubbed in memory.

High-Level Architecture

[ Syncro, Halo, or ConnectWise PSA Ticket #1042 ]
          │
          ▼ (HTTP Webhook POST)
┌─────────────────────────────────────────┐
│ Ticket2Doc SaaS Pipeline                │
│ 1. Signature Authentication             │
│ 2. In-Memory Credential Scrubbing        │
│ 3. LLM Prompt Formatting (gpt-4o-mini)  │
└─────────────────────────────────────────┘
          │
          ▼ (REST API POST)
[ Hudu / IT Glue KB Article: SOP #1042 ]

System Requirements

1. Syncro, Halo, or ConnectWise PSA Account: Admin access to create the resolution webhook: a Notification Rule in Syncro, a ticket action in Halo, or an API Member in ConnectWise.
2. Hudu or IT Glue Instance: API Key generated with permission to create KB articles.
3. Ticket2Doc Account: Active subscription or 14-day free trial at https://portal.ticket2doc.com.