Etilize Integration

In this guide we will cover: – What is the Etilize Integration? – Setting up the Etilize Catalogue – Adding Etilize Items to Quotes/Sales Orders/Purchase Orders What is the Etilize Integration? Etilize can be integrated with Halo to bring in a catalogue of items to add into quotations. Setting up the Etilize Catalogue There are […]

Domotz Integration

In this guide we will cover: – What is the Domotz Integration? – Creating an API Key – Halo Configuration – Halo Integrator What is the Domotz Integration? Domotz can be integrated with Halo to import agents and assets, and automate syncing of assets between the two platforms.  Creating an API Key This integration requires […]

Cisco Meraki Integration

In this guide we will cover: – What is the Cisco Meraki Integration? – Connecting to Cisco Meraki – Importing Customers – Importing Assets – Alerting What is the Cisco Meraki Integration? The Cisco Meraki integration allows you to import customers and assets from Cisco Meraki into Halo. Alerting can also be configured using webhooks, […]

AI Report Builder

In this guide we will cover: – What the AI Query Builder is – Writing a Prompt Admin Guides: General Settings (Reporting) Related Guides: Charts and Graphs in Reports Halo In-App Dashboard Reports and Scheduling Report Builder Report Data Sources What the AI Query Builder is The report builder uses an AI Assistant utilising the […]

Languages

In this guide we will cover: – Changing Language per Agent – Setting a Default Language – Customise Language – Add Translations Shortcut Admin Guides: Language Changing Language per Agent You can change your own language under your agent profile. Go to the top right corner and click your profile picture > My Account > […]

Report Builder

In this guide we will cover: – Opening the Query Builder – Adding Fields – Adding Conditions – Generating the Report – Adding Filters – Saving the Report – Using the Report – Customising Fields (Sorting, Grouping, Count, Compare to previous period) – Using the Query Builder to create SQL Admin Guides: General Settings (Reporting) […]

Slack Integration

In this guide we will cover: – What is the Slack Integration? – Connecting to Channels – Send Notifications to Slack – Creating Tickets from Slack – Shortcuts & Slash Commands (Version 2 only) – Creating Channels and Messaging (Version 2 only) – Connecting the end user chatbot to your Slack (Version 2 only) What […]

ConnectWise Automate Integration

In this guide we will cover: – What is the ConnectWise Automate Integration? – Users and MFA – Configuring the Module – Clients, Sites and User Imports – Asset Imports – Alerting What is the ConnectWise Automate Integration? ConnectWise Control can be integrated with Halo to remote onto users’ devices. Users and MFA To retrieve […]

Google Workspace Integration

In this guide we will cover: – What is the Google Workspace Integration? – Configuring Google Workspace – Site/Agent Mappings – Advanced Mappings – New User Onboarding Ticket Creation – Licence Management – Importing Agents and Users – Asset Imports – Additional setup needed to import customer and subscription data – Halo Integrator – Google […]

Connecting Through the API

In this guide we will cover: – Importing Data – Authentication – Resources and Data – Common Issues Documentation on the Halo API can be found by going to your Halo URL and adding "/apidoc" to the end, or a full list of endpoints can be found here. We allow the exporting and importing of […]