Linking Products to Assets
In this guide we will cover: – Setting a Linked Asset Type for Serialised Assets – Creating Serialised Assets Admin Guides: Items & Stock Control Related Guides: Receiving Stock for Serialised Products & Delivering to the Customer Products/items can be linked to serialised assets for sales orders, and after consignment will show against the customer's […]
Asset Custom Buttons
In this guide we will cover: – What is a Custom Button?– Creating an Asset Custom Button – Restricting Visibility (v2.182.1+) Admin Guides: Custom Buttons Related Guides: Custom Buttons What is a Custom Button? Custom buttons are a way of adding your own functionality into areas of Halo. They can be used to open a […]
Batch Updating Asset Fields
In this guide we will cover: – Batch Updating Asset Fields Admin Guides: Asset Fields Related Guides: Asset Fields Custom Fields Batch Updating Asset Fields Asset fields can be batch updated together when viewing a list of assets. This is useful for keeping assets up to date as their technology changes, for instance which software […]
Datto RMM Integration
In this guide we will cover: – What is the Datto RMM integration? – Connecting to Datto RMM – Configuring Asset Imports – Import assets and Customers/Sites automatically on a schedule – Remote into Assets from Halo – Alerting What is the Datto RMM integration? Halo can be integrated with Datto RMM to have devices […]
Connectwise RMM Integration Guide
In this guide we will cover: – Configuring ConnectWise RMM – Configuring Halo – Syncing Data The ConnectWise RMM Integration can be used to connect your Halo instance to your ConnectWise asset management tool; allowing you to sync sites and assets related to those sites from ConnectWise. Configuring ConnectWise RMM In ConnectWise RMM, navigate to […]
Atera RMM Integration
In this guide we will cover: – What is the Atera RMM integration – Connecting to Atera – Importing Customers – Import Assets – Import Assets and Customer data automatically – Alerting What is the Atera RMM integration? This integration allows you to import customer and devices (assets) from Atera RMM into Halo, as well […]
LapSafe Integration
In this guide we will cover: – Enabling the LapSafe Integration – Configuring the Integration – Creating Actions – Using LapSafe in Halo The LapSafe integration can be used to organise locker bays and their corresponding codes for drop-off, collection and swaps. Codes and locations can be emailed out to the user to open the […]
Device Change History
In this guide we will cover: – Tracking Device Change History – Filtering Device Change History – Changing to Tile View – Reporting on Device Changes Admin Guides: General Settings (Asset Management) Related Guides: Asset Management Linking Assets The Asset Catalogue Tracking Device Change History Within your "Assets" area, you can track changes made to […]
Super Ops RMM Integration
Halo has an integration with SuperOps RMM. The guide below goes through how to connect with Halo and how to sync asset types, etc and there is also a video attached to the written guide. Integrating HaloPSA with SuperOps.ai.
Introduction
Asset Management in HaloPSA will allow you to store & organise your managed devices, track detailed information against your Assets & assign Assets to Tickets for Incident/Request volume analysis per Asset. Check out the "Asset Management" FAQ Group on the Portal for detailed descriptions of asset configuration settings (Fields, Types, General Settings). Terminology Before we […]
