ADFS Integration

In this guide we will cover: – Requirements – Adding a Replying Party Trust – Creating Claim Rules – Adjusting the Trust Settings – Configuring Halo Requirements To use ADFS to log in to your Halo instance, you need the following components: An Active Directory instance where all users have an email address attribute. A […]

Microsoft TeamsBot

In this guide we will cover: – What is the Microsoft TeamsBot Integration? – Installing the Bot – Halo Configuration – Using the Bot – IPs for Whitelisting – Protocol and Ports What is the Microsoft TeamsBot Integration? The TeamsBot can be integrated with Halo to trigger Halo actions from a Teams chat. Installing the […]

QuickBooks Online Integration

In this guide we will cover: – What is the QuickBooks Online Integration? – Enabling the Module – Connecting to QuickBooks Online – Tax Rates – Customer Imports – Product/Item Imports – Suppliers – Syncing to QuickBooks Online – Automatic Sales Tax – Avalara and QuickBooks Online What is the QuickBooks Online Integration? The integration with QuickBooks […]

Application Colour and Theme

You can customise the colour, logo and page size for your Halo. This can be done globally throughout the system, or you can allow each agent to also change their colour. This gives you a Halo look all of your own! Agent Settings Click on your profile picture in the top right (or initials icon […]

Azure DevOps Integration

In this guide we will cover: – What is the Azure DevOps Integration? – Connecting to DevOps – Syncing between DevOps and Halo – Halo Configuration Options What is the Azure DevOps Integration? The Azure DevOps integration allows you to sync tickets from Halo to work items in Azure DevOps and vice versa. This includes […]

Custom Integrations/Runbooks

In this guide we will cover: – Building blocks of runbooks  – Log a Ticket when a Runbook Fails – Runbook Statistics – Worked Example  – Actions that can be completed through the API – Using Previous output variables in subsequent steps Creating a New Runbook To create a runbook head to Configuration > Integrations […]

Multiple New Portals with different branding for one customer [Hosted]

This outlines how to set up one customer to have multiple new web portals for Hosted Customers This should be requested by yourself with our Support Team, your Customer Success Manager or the Consultant currently Implementing the system.  Steps required are outlined below; Provide us with a certificate for the URLs required if these do […]

Reports and Scheduling

The following video explores Ticket Reporting and how you can configure actions to generate reports from within a ticket. For Portal Users: Video Link – Ticket Reports                                                               The following video explains the side pane dashboard feature and how to customise it to include your followed tickets. For Portal Users: Video Link – Side Menu Dashboard With […]

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 […]

Agent Check In

Stay up-to-date on your agent's wellbeing with the utilisation of our agent check-in feature. Agent check in allows agents to state how they are feeling today. It's an optional check in, but is useful to monitor wellbeing to see when a team member might need an extra boost. What agents will see when they reach their […]