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: – What is the LapSafe Integration? – Enabling the LapSafe Integration – Configuring the Integration – Creating Actions – Using LapSafe in Halo What is the LapSafe Integration? The LapSafe integration can be used to organise locker bays and their corresponding codes for drop-off, collection and swaps. Codes and […]

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 – Optimising Device Change history Admin Guides: General Settings (Asset Management) Related Guides: Asset Management Linking Assets  The Asset Catalogue Tracking Device Change History Within your "Assets" area, you […]

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.

General Procedure for Integrating with an RMM

In this guide we will cover: – Connecting via the API – Mappings Custom Fields Trouble Shooting Using the Developer Tools Ticket Type Email Rule The commonly used RMM's will have detailed guides of how to integrate with Halo. This below guide goes over the general procedure for integrating with any RMM tool. There must […]

Datadog Integration

In this guide we will cover: – What is the Datadog Integration? – Connecting to Datadog – Creating an Authorisation Application – Additional Configuration for Security Alerts – Default Ticket Type and End User – Creating the Webhooks – Triggering Webhooks for Monitoring Alerts – Triggering Webhooks for Security Alerts – Customise the Created Alert […]

Asset Template Creation

In this guide we will cover: – What is an asset template? – How to create and use an asset template What is an asset template? Asset templates can be used as a base when creating new assets. Information about the asset can be saved to an asset template, then when creating a new asset […]

Iframe Custom Tabs on Assets

In this guide we will cover: – Configuring the Custom Tab – Adding the Custom Tab to an Asset Type Configuring the Custom Tab Using Iframes within custom tabs will allow you to view a specified URL from within your asset. To add custom tabs to your assets you must navigate to Configuration > Custom […]

Asset Types/Groups

In this guide we will cover: – How to create an asset group – Assets vs Items – How to create a new asset Type Admin Guides: Asset Types Asset Groups  Configuring asset types and groups will allow you to more readily view an organised list of your devices and will also allow you to […]

Asset Views

In this guide we will cover: – Asset Lists and Key Fields – Column Profiles – Related Assets Column Profile – Changing the display name of an Asset – Viewing Assets in the Portal Admin Guides: Asset General Settings Asset Lists and Key Fields There are two main ways in which the list of assets can […]