Google Mail Setup (Setting up Google Application)
In this guide we will cover: – Setting up a Google Mail App – Create Credentials – Setting up Halo Setting up a Google Mail App Login to https://console.cloud.google.com. Select New Project from the Select a Project menu or Create Project from the Dashboard. Fig 1. Creating a new project. Give the project a name […]
Azure Mail Integration (Azure Mailbox Scan Method)
In this guide we will cover: – How to set up a Mailbox in Halo using the Azure Mailbox scan method This integration facilitates the connection of Azure mailboxes to Halo using the scan method, enabling the ingestion of received emails to create tickets. Incoming mail can take up to 5 minutes to be processed into […]
Email to SMS
In this guide we will cover: – Compatible Email to SMS Providers – SMS Settings – Setting up an Action to send SMS – Sending SMS to Service Users Admin Guides: SMS Settings Compatible Email to SMS Providers HaloPSA will work with most Email to SMS providers as they follow a similar method for converting […]
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 […]
Sales Mailbox Integration
In this guide we will cover: – Azure Active Directory Configuration – Connecting the Mailbox – Adding the Mailboxes – Halo Integrator – Viewing the Mailbox – Other Configuration – Setting Overrides Azure Active Directory Configuration This integration allows you to create actions on open opportunities from emails within specified sales mailboxes. The integration will […]
Azure Mail Integration (Webhook Method Included)
This video covers the Mailbox Setup for Email Processing via Webhooks (Read the guide for full setup and how to configure error notifications per agent). In this guide we will cover: – Supported Mailboxes – Enabling Incoming Service/Scheduling Service – Choosing an Incoming Method – Configuring an Azure Application – Connecting to the Mailbox […]
