Azure Mail Integration (Azure Mailbox Scan Method)

In this guide we will cover: – How to set up a Mailbox in Halo using the Azure Mailbox scan method This integration facilitates the connection of Azure mailboxes to Halo using the scan method, enabling the ingestion of received emails to create tickets. Incoming mail can take up to 5 minutes to be processed into […]

Applying Rules To Incoming Emails

In the HaloCRM platform, you can set email rules to specify different outcomes based on criteria for emails that come into the system. There are several different types of email rules that you can use in the HaloCRM platform, which are set up by heading to the Configuration > Channels > Email and clicking into 'Email […]

How To Set Up Notifications

Notifications are a great way to keep all members of your team in the loop on Halo. Different types of notifications can be set up in Halo to inform the appropriate person about something on Halo. In this guide, we'll talk about the different types of notifications, and how to set them up on your […]

Sage 50 UK Integration

In this guide we will cover: – Downloading the Application – Setting up the Integration Downloading the Application The Sage 50 UK (Desktop) integration has recently moved to a new application that is run locally but connects to your HaloPSA instance using the Halo API. Sage will need to be on v29 for the integration […]

Creating A Knowledge Base To Reduce Enquiries

Creating a well-equipped knowledge base means that the contact can resolve or 'DIY' their problem or enquiry, meaning less tickets submitted, and an easier time for the agents on the team.  Your knowledge base can be published on your self-service portal for customers and contacts to help themselves to finding a solution for their problem. […]

X.509 for encryption

Passwords and secrets are encrypted with an X.509 certificate built into the app by default. It is reccomended to use your own self-signed X.509 certificate for encryption. Generate a self-signed certificate First, you need to generate a self-signed certificate to use for encryption. If you have not done this before, you can download a free […]

Halo Accounts Integrator Setup

In this guide we will cover: – Setting up the API Application The Halo Accounts Integrator is required to integrate with the following Accounting Software/Tools: Sage 50 UK Sage 50 Canada QuickBooks Desktop (All regions) The Halo Accounts Integrator must be run on the same network as the Accounting Software but connects to Halo using […]

My Account

"My Account" is the hub which allows you find all information around you, your preferences and your account from any page within Halo. To access "My Account", you can navigate via any page by clicking the "Profile Icon" in the top right of the page, then clicking "My Account". This will open up the main […]

Atera RMM Integration

In this guide we will cover: – What is the Atera RMM integration – Connecting to Atera – Importing Customers – Import Assets – Import Assets and Customer data automatically – Alerting What is the Atera RMM integration?  This integration allows you to import customer and devices (assets) from Atera RMM into Halo, as well […]

Live Chat Functionality

How to use the live chat functionality in Halo. The live chat functionality means that agents can communicate with contacts in real-time. The live chat can be embedded into your own website as well as being available on Halo's self-service portal. We have added optional, out-of-the-box automations to the live chat so that some enquiries […]