Custom Table Import via Email and CSV – Scheduled Imports

OverviewThis guide explains how to set up automatic custom table imports in Halo using email rules and CSV files. The process allows you to update custom tables by simply emailing CSV files to your Halo instance. Prerequisites Access to Halo configuration settings A custom table already created in Halo CSV file with data matching the […]

Custom Buttons

Configuration > Custom Objects > Custom Buttons Check out the Academy Guides on our Support Portal for more information on Custom Buttons, the same guides can be found on the HaloPSA Academy: Custom Buttons HaloPSA Academy – Custom Buttons Custom Buttons Field Type Description Button Name Free Text The name given to the button. Button […]

Custom Tabs

Configuration > Custom Objects > Custom Tabs Check out the Academy Guides on our Support Portal for more information on Custom Tabs, the same guides can be found on the HaloPSA Academy: Custom Tabs HaloPSA Academy – Custom Tabs Field Type Description Tab Name Text The name given to the custom tab. Sequence Integer The […]

Custom Fields

Configuration > Custom Objects > Custom Fields Check out the Academy Guides on our Support Portal for more information on Custom Fields, the same guides can be found on the HaloPSA Academy: Custom Fields HaloPSA Academy – Custom Fields Details Field Type Description Field Name Alphanumeric The name given to the custom field. This must […]

Custom Tables

Configuration > Custom Objects > Custom Tables Check out the Academy Guides on our Support Portal for more information on Custom Tables, the same guides can be found on the HaloPSA Academy: Custom Tables HaloPSA Academy – Custom Tables Details Field Type Description Table name Text The name stored in the database Table label Text […]