Stripe Integration
In this guide we will cover: – What is the Stripe Integration? – How to connect to Stripe – Syncing Customers – Configuring Invoices Payment – Automatic Payments – Manual Payments – Making Payments – Have Customers Update their Own Payment Methods – Email Notifications/Confirmations for Payments What is the Stripe Integration? The Stripe integration […]
N-Able Passportal Integration
In this guide we will cover: – What is the N-Able Passportal Integration? – Creating an API Key in N-Able – Connecting to N-Able – Client/Location Import – Contact Import – Asset Import – Halo Integrator What is the N-Able Passportal Integration? N-Able Passportal can be integrated with Halo to import and update clients/locations, contacts […]
N-Able Take Control Integration
In this guide we will cover: – What is the N-Able Take Control Integration? – N-Able RMM – Take Control Viewer – Configuring the Module – Using the Integration What is the N-Able Take Control Integration? N-Able Take Control can be integrated with Halo to allow remote support from an asset within Halo. N-Able RMM […]
Bvoip Integration
In this guide we will cover: – What is the Bvoip Integration? – Enabling Call Management – Connecting to Bvoip What is the Bvoip Integration? Bvoip can be integrated with Halo to display the call screen when a call is received from Bvoip. Enabling Call Management First, we want to ensure that your Call Management […]
Google Mail Using SMTP error- The SMTP server requires a secure connection or the client was not authenticated.
When you encounter the following error with Gmail SMTP: Log into the gmail account. Click manage your google account Click Security (safety if translated from another language) Click access less secure apps Click allow less secure apps on Run a new test for the mail box and you should get the following:
Sage 200 Integration
In this guide we will cover: – What is the Sage 200 Integration? – Requirements – NetHelpDesk.Sage200Invoicer – Connecting to Sage – Importing – Invoicing What is the Sage 200 Integration? The Sage 200 integration allows connection into Halo to create invoices, and the integration is 2-way for easy import of data. You can retrieve […]
HaloITSM Integration
When set-up, this integration allows you to send tickets to the other instance and manage the updates from it. To start, open the 'Administration Console' on your HaloCRM instance, then head to 'Workspace' > 'Integrations'. Find, the HaloITSM integration and ensure it is enabled. On your HaloITSM instance, head to 'Configuration' > 'Integrations' > 'HaloCRM'. […]
8×8 Integration
In this guide we will cover: – What is the 8×8 Integration? – Enabling Call Management – Connecting 8×8 What is the 8×8 Integration? 8×8 can be integrated with Halo to display the call screen when a call is received from 8×8. Enabling Call Management First, we want to ensure that your Call Management module […]
LogMeIn Rescue Integration
In this guide we will cover: – What is the LogMeIn Rescue Integration? – Configuring the Integration – Channels – Sending Invites – Linking Sessions – Webhooks to send remote session data back into Halo What is the LogMeIn Rescue Integration? The LogMeIn Rescue integration can be used to remotely access devices. Users can request […]
Using “Drag and Drop”
How to use the "Drag and Drop" functionality throughout the Halo web-app. Drag and Drop The drag and drop functionality makes re-assigning tickets quick and easy. When viewing a ticket screen such as the one below, click and hold the left mouse whilst moving to drag and drop the ticket over an agent's name or […]