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 […]
Hudu Integration
Hudu Documentation
Confluence Integration
In this guide we will cover: – How to connect the Confluence integration – How to use the integration – Viewing Articles from Confluence in the Portal The Confluence integration is used to import and update knowledge base articles from Confluence into Halo. Allowing you to use the formatting tools available in Confluence but be […]
SharePoint Integration
In this guide we will cover: – 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 Enabling the SharePoint Module The SharePoint Integration allows documents to be synced from SharePoint to Halo. This requires […]
N-Able Passportal Integration
In this guide we will cover: – Creating an API Key in N-Able – Connecting to N-Able – Client/Location Import – Contact Import – Asset Import – Halo Integrator Creating an API Key in N-Able This integration requires some configuration within your Passportal instance before the integration configuration can be completed in the Halo Application. […]
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 […]
