Integrations
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FAQ List: Documentation Management

PandaDocs Integration

In this guide we will cover: – What is the PandaDocs Integration? – Connecting to PandaDocs – Setup for creating Documents using a chosen template  – Setup for Creating Documents from an Uploaded file What is the PandaDocs Integration? The PandaDocs integration allows you to create documents in PandaDocs from your Halo instance. The document […]

Confluence Integration

In this guide we will cover: – What is the Confluence Integration? – Connecting to Confluence – Using the Integration – Viewing Confluence Articles in the Portal What is the Confluence Integration? The Confluence integration is used to import and update knowledge base articles from Confluence into Halo. Allowing you to use the formatting tools […]

SharePoint Integration

In this guide we will cover: – What is the SharePoint Integration? – Enabling the SharePoint Module – Connecting SharePoint – Configuring Mappings – Using the Integration Admin Guides: Document Management Related Guides: Document Management Area  Document Management for Customers, Sites and Users What is the SharePoint Integration? The SharePoint Integration allows documents to be […]

N-Able Passportal Integration

In this guide we will cover: – What is the N-Able Passportal Integration? – Creating an API Key in N-Able – Connecting to N-Able – Client/Location Import – Contact Import – Asset Import – Halo Integrator What is the N-Able Passportal Integration? N-Able Passportal can be integrated with Halo to import and update clients/locations, contacts […]

IT Glue Integration

In this guide we will cover: – What is the IT Glue Integration? -Connecting Halo to IT Glue – Importing Customers – Importing Assets – Scheduling imports with the Halo Integrator – Syncing to IT Glue What is the IT Glue Integration? The IT Glue integration allows you to import customers, assets and users from […]