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 Prior to setup it is important to note in order to connect your Google mailbox to Halo the mailbox will need a dedicated (Google) licence (unlike M365). This is […]

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 Note: Incoming mail can take up to 5 minutes to be processed into Halo using this method. For a faster ingestion of emails, the "Webhook" connection method is recommended.  This integration facilitates the connection of Azure […]

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 […]

Mailchimp Integration

In this guide we will cover: – Enabling Mail Campaigns – Connecting to Mailchimp – Importing Data – Creating a Campaign This integration will allow you to import the following data from Mailchimp: Audiences as Distribution Lists Audience Members as Users, and add the Users to the relevant Distribution List(s) Segments as Distribution Lists Segment […]

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 […]