Syncing Tickets Between Instances

In this guide we will cover: – Connecting instances – Determine how Tickets and actions are synced (mappings) – Action Configuration – How to Pass tickets and updates between Instances – Worked Example  – Troubleshooting The functionality outlined in this guide is available as of v2.184+ of Halo. For functionality prior to this version see […]

Liongard Integration

In this guide we will cover: – What is the Liongard Integration? – Connecting to Liongard – Customer imports – Asset Imports  -Sync customer updates to Liongard – Enable automatic imports – Viewing Outgoing Logs What is the Liongard Integration? The Liongard integration allows you to import Liongard environments in Halo as customers and import […]

Freshdesk Migration

In this guide we will cover: – What is the Freshdesk Migration? – Generating a Freshdesk API Key – Connecting to Freshdesk – Mapping Fields – Migrating Data from Freshdesk – Migrating via the Halo Integrator – Update Previously Imported Tickets What is the Freshdesk Migration? The Freshdesk migration tool can be used to bring […]

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

This guide only covers the setup of the webhooks required. You will need to configure Azure Sentinel before you can use your webhooks. For comprehensive setup of the integration (including webhooks) checkout: Azure Sentinel Integration. In this guide we will cover: – Creating a Logic App in Microsoft Azure – Sentinel Automation Rules – Troubleshooting your […]

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  – Customer Imports – Subscription Imports – Importing Usage-based subscriptions, Azure Consumption & Arrears data – Automatically sync customers and/or subscriptions updates – Billing for subscriptions from Pax8 Related Guides: Licences/Subscriptions Overview What is the […]

Syncing Exchange Calendars using the Microsoft Graph API

In this guide we will cover: – What is the Exchange Integration? – 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 What is the Exchange Integration? Halo can sync appointments with your […]

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: – What is the TeamViewer Integration? – Creating the TeamViewer Fields – Configuring a Site – Configuring an Asset – Use on a Ticket What is the TeamViewer Integration? The TeamViewer integration can be used to link to remote in with codes assigned to Halo sites and assets. Upon […]