Google Maps Integration
In this guide we will cover: – What is the Google Maps Integration? – Connecting to Google Maps – Configuring the Map – Bulk Updating Data What is the Google Maps Integration? Google Maps can be integrated with Halo to show your Customers and Opportunities on a map, estimate their addresses and automatically add these […]
Eracent Integration
In this guide we will cover: – What is the Eracent Integration? – Connecting to Eracent – Site Mappings – User Mappings – Asset Imports – Miscellaneous Settings – Syncing What is the Eracent Integration? The Eracent integration can be used to import Assets from Eracent into Halo. If there is a User and/or Software […]
Datto Commerce Integration
In this guide we will cover: – What is the Datto Commerce Integration? – Connecting to Datto Commerce – Customer Imports – Quote Imports – Sales Order Imports – Halo Integrator What is the Datto Commerce Integration? Datto Commerce can be integrated with Halo to link and view Customers, Quotations and Sales Orders. These can […]
Reporting Access Control
In this guide we will cover: – Access Control on Existing Report Groups – Variations of Access Control – Granting Access Control on Reports Related Guides: Access Control Access Control on Existing Report Groups Access Control has been added to various areas of Reporting in v2.208.1+. Three methods of restricting Report access through this method […]
Custom HTML Banner on the Self-Service Portal
In this guide we will cover: – Adding a Custom Banner to the Self-Service Portal – Using Sticky Banners (v2.208.1+) Adding a Custom Banner to the Self-Service Portal In Configuration > Self-Service Portal, scroll to the "Home Screen" section and enable "Display custom HTML". Further options will then show underneath to choose the position(s) of […]
Armis Integration
In this guide we will cover: – What is the Armis Integration? – Connecting to Armis – Sites – Assets – Syncing What is the Armis Integration? Armis can be integrated with Halo to import and manage Sites and Assets, and sync these on a recurring schedule to ensure details stay up-to-date. Connecting to Armis […]
Statistics Tables
In this guide we will cover: – What is a Statistics Table? – Creating a Statistics Table – Reporting on Statistics Tables Related Guides: Ticket Volumes and Forecasting Note: The features outlined in this guide are available as of v2.208.1+. What is a Statistics Table? Statistics tables are type of Custom Table which allow you […]
Nixtla TimeGPT Integration
In this guide we will cover: – What is the Nixtla TimeGPT Integration? – Connecting to Nixtla TimeGPT – Configuring Forecasting Related Guides: Ticket Volumes and Forecasting What is the Nixtla TimeGPT Integration? Nixtla TimeGPT can be integrated with Halo to provide future forecasts based on previous Ticket Volumes. Connecting to Nixtla TimeGPT Within Nixtla […]
Ticket Volumes and Forecasting
In this guide we will cover: – What is Ticket Forecasting? – Ticket Volume History – Configuring Forecasting – Running Forecasts – Reporting on Forecast Output – Adding Forecasts to Existing Reports (v2.202.1+) Related Guides: Nixtla TimeGPT Integration Note: Forecasting via Nixtla TimeGPT is available from v2.188.1+, but built-in functionality is available as of v2.208.1. […]
Google Business Integration
In this guide we will cover: – What is the Google Business Integration? – Setting up the Integration – Import Reviews and Questions – Respond to reviews/questions from Google – Receiving Updates to tickets from Google Business What is the Google Business Integration? The Google Business integration allows you to import responses and reviews received […]