SQL Injection Vulnerability Patched

General Information This article contains frequently asked questions relating to the SQL injection vulnerability affecting various Halo versions. This security update addresses an issue that could allow malicious actors to execute unauthorised database queries by supplying a carefully constructed payload. Are hosted Halo instances affected? Hosted customers have been automatically updated to a patch to […]

Forethought AI Solve Integration

In this guide we will cover: – What is the Forethought Integration? – How to connect the Forethought integration -Customising the widget -Embedding the widget to your portal -Setting which widget is used in each portal -Using Forethought widgets with Chat profiles What is the Forethought Integration? The Forethought integration allows you to embed Forethought […]

Syncing Tickets Between Instances

In this guide we will cover: – Connecting instances – Determine how Tickets and actions are synced (mappings) – Action Configuration – How to Pass tickets and updates between Instances – Worked Example  – Troubleshooting The functionality outlined in this guide is available as of v2.184+ of Halo. For functionality prior to this version see […]

Liongard Integration

In this guide we will cover: – What is the Liongard integration – Connecting to Liongard – Customer imports – Asset Imports  -Sync customer updates to Liongard – Enable automatic imports – Viewing Outgoing Logs What is the Liongard integration? The Liongard integration allows you to import Liongard environments in Halo as customers and import […]

Blocked HTML Content in Rich Text Editors

To ensure your safety, our system automatically blocks certain HTML elements and attributes that can potentially introduce security risks. Here's what we look for: Dangerous Elements and Keywords: Scripts and Embeds: <script>, <object>, <iframe>, <input> JavaScript Execution: javascript:, javascript&, javascript,, expression( Network Requests: xmlhttprequest, fetch( Event Handlers: oncontextmenu, onclick Cookies and Tokens: .cookie, 'cookie, "cookie, […]

Freshdesk Migration

In this guide we will cover: – Generating a Freshdesk API Key – Connecting to Freshdesk – Mapping Fields – Migrating Data from Freshdesk The Freshdesk migration tool can be used to bring over data from your Freshdesk instance into Halo. Tickets, articles, companies and canned texts can be imported with this method via the […]

Consignment PDFs

In this guide we will cover: – How to create PDF templates for Consignments – How to set the PDF template as default Create and edit consignment PDF Templates In Configuration > Reporting > PDF Templates, select type "Consignments" on the dropdown at the top. Fig 1. Consignments type on PDF Templates The full list […]

Azure Sentinel Webhooks

Note: This is available as of v2.182.1+. Previous versions can use the Halo Integrator method. In this guide we will cover: – Creating a Logic App in Microsoft Azure – Sentinel Automation Rules This guide explains how to set up webhooks in Azure Sentinel to create tickets in your Halo instance. You will need to […]

3CX Integration Methods

In this guide we will cover: – Web Client Method – CRM Template Method – Desktop Softphone Method Halo can display incoming call pop-ups, place outgoing calls, and display the call handling screen when a call is accepted in 3CX. After recent changes by 3CX the below methods only work on Pro and Ent (Professional […]

Pax8 Integration

In this guide we will cover: – What is the Pax8 integration? – How to connect to the Pax8 integration  – How to connect to the Pax8 Integration  – Customer Imports – Importing Usage/Arrears data – Subscription Imports – Automatically sync customers and/or subscriptions updates – Bill for subscriptions from Pax8 What is the Pax8 […]