HubSpot Integration
In this guide we will cover: – Enabling the HubSpot Integration – Connecting to HubSpot – Configuring the Integration A HubSpot account can be connected to Halo via the HubSpot integration, and this allows for two-way syncing of Companies and Contacts. Enabling the HubSpot Integration In Configuration > Integrations > CRM and Project Management, hover […]
Salesforce Integration
A guide detailing the configuration and use of the Salesforce integration. Salesforce Configuration Before making any configuration changes in Halo, there are some required configuration steps that must be completed in Salesforce. Create Managed Application The first requirement is to create a managed application. To do this, you need to access the setup screen in […]
Dynamics 365 CRM Integration
A guide detailing the configuration and use of the Dynamics 365 CRM integration. In this guide we will cover: – Registering an Azure Application – Enabling the Integration – Account and Contact Imports – Custom Table Syncs – Halo Integrator – Multi-Tenancy (as of v2.182.1+) Registering an Azure Application To use the Dynamics 365 CRM […]
Jira Integration
A guide detailing the configuration and use of the Jira Integration. Jira Configuration This section details the configuration that must be carried out in your Jira instance to make the integration work. Projects You must ensure that you have a project setup in Jira to create issues for. When setting up the trial for Jira, […]
Azure DevOps Integration
A guide detailing the configuration and use of the Azure DevOps integration. Overview The Azure DevOps integration allows you to sync tickets from Halo to work items in Azure DevOps and vice versa. This includes ticket/work item creation as well as updates to various fields. Getting Connected Configure the Azure DevOps integration by navigating to […]
VCIO Toolbox Integration
The following is a link to a guide by VCIO. https://vciotoolbox.freshdesk.com/support/solutions/articles/43000665501-halopsa-integration-setting-up-an-api-in-halopsa
