The Activity Feed

In this guide we will cover: – What is the Activity Feed  – Changing the Default Feed – Agent Specific activity What is the Activity Feed  The activity feed can be a useful management tool, as it gives easy visibility of actions you, or other agents have performed recently. The feed can be accessed from […]

DataImporter (Data Importer) for Custom Tables via CSV

In this guide we will cover: – Custom Table Configuration – Custom Field Configuration Download link for importer – https://s3.eu-west-2.amazonaws.com/s3.nethelpdesk.com/ftp/dataImporter.zip This executable needs to have a SQL connection for read/write to the Halo database so is only possible when you have direct database access. When it is run it will look at all of your […]

Jamf Integration

In this guide we will cover: – What is the Jamf Integration? – Enabling the Jamf Integration – Connecting the Jamf Integration – Settings – Site Mappings – Asset Type Mappings – Assets  – Mobiles – Imports – Importing Assets Note: The Jamf Integration is compatible with Jamf Classic and Jamf Pro. It is currently […]

Embedding A Form Onto Your Website

Using the web-widget feature on HaloCRM to your website.  The web widget functionality can be used to embed any HaloCRM form onto your website.  If you're wanting to do this, simply head to the Configuration > Channels > Web Widget. From here, you'll be presented with a pre-written block of code as seen below: You […]

GoToAssist Remote Integration

In this guide we will cover: – What is the GoToAssist Integration? – Integration Setup – Using the Integration What is the GoToAssist Integration? The GoToAssist integration allows you to start a remote support session from a Ticket within Halo and then pull back information from the session to the ticket as an Action. The […]

IT Glue Integration

In this guide we will cover: – What is the IT Glue Integration? -Connecting Halo to IT Glue – Importing Customers – Importing Assets – Scheduling imports with the Halo Integrator – Syncing to IT Glue What is the IT Glue Integration? The IT Glue integration allows you to import customers, assets and users from […]

Microsoft’s Deprecation of Basic Authentication

Microsoft's Deprecation of Basic Authentication & how it impacts mailbox connection in Halo. Microsoft will be removing the ability to use basic authentication in Exchange Online from 1st October 2022. This affects Exchange ActiveSync (EAS), POP, IMAP, Remote PowerShell, Exchange Web Services (EWS), Offline Address Book (OAB), Outlook for Windows, and Mac. SMTP AUTH will […]

HubSpot Integration

In this guide we will cover: – What is the HubSpot Integration? – Connecting to HubSpot – Company Imports – Contact Imports – Product Imports – Quotation Imports – Deal Imports – Syncing to HubSpot What is the HubSpot Integration? The HubSpot integration allows you to import customers, contacts, products, quotations and deals from HubSpot […]

Salesforce Integration

In this guide we will cover: – What is the Salesforce Integration? – Creating a Managed Application – Adding CORS Exceptions – Enabling Salesforce in Halo – Access Tokens – Account Imports – Contact Imports – Opportunity Imports – Case Imports – Halo Integrator  – Syncing to Salesforce Note: This integration only functions with production […]

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 import and view Customers, Quotations and Sales Orders from Datto […]