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 Related Guides: Licences/Subscriptions Overview […]
Syncing Exchange Calendars using the Microsoft Graph API
In this guide we will cover: – How to connect to the Exchange Calendars integration – Immutable IDs and Webhooks – Importing Existing Calendar Entries – Inbound and Outbound Requests Tab – Using Exchange Calendar – Common errors This guide covers how to connect to the Exchange Calendars integration using the Microsoft Graph API connection […]
Ticket Rules
Ticket rules can be used to automatically apply outcomes to tickets depending on the criteria that you set. In this article, we will set-up a rule together. First, head to the set-up page. You can find this by going to: 'Administration Console' > 'Processes' > 'Rules' > 'Ticket Rules'. Once here, ensure it is enabled, […]
TeamViewer Integration
In this guide we will cover: – Creating the TeamViewer Fields – Configuring a Site – Configuring an Asset – Use on a Ticket The TeamViewer integration can be used to link to remote in with codes assigned to Halo sites and assets. Upon clicking the button that will appear in each area, you can […]
Google Mail Setup (Setting up Google Application)
In this guide we will cover: – Setting up a Google Mail App – Create Credentials – Setting up Halo Setting up a Google Mail App Login to https://console.cloud.google.com. Select New Project from the Select a Project menu or Create Project from the Dashboard. Fig 1. Creating a new project. Give the project a name […]
ChatGPT Integration
The native integration with ChatGPT can be used to write responses on tickets or improve on response agent's have written themselves. It can also be integrated into your live chat to respond to a customer, taking the customer's given context into account. Additionally, ChatGPT's use can be extended into further use using the 'custom integration' […]
Datto RMM Integration
In this guide we will cover: – What is the Datto RMM integration? – Connecting to Datto RMM – Configuring Asset Imports – Import assets and Customers/Sites automatically on a schedule – Remote into Assets from Halo – Alerting What is the Datto RMM integration? Halo can be integrated with Datto RMM to have devices […]
