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 […]

Google Mail Setup (Setting up Google Application)

In this guide we will cover: – Pre-Requisites – Create a Mailbox in Halo – Setting up a Google Mail App – Pug Credentials into Halo – Additional Setup In this guide we will cover how to plug Google mailboxes in Halo, including how to set these up to allow the ingestion of emails into […]

Open AI Integration

In this guide we will cover: – What is the OpenAI Integration? – Connecting to OpenAI – Common Uses for OpenAI What is the OpenAI Integration? The native integration with OpenAI 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 […]

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 […]

Azure Mail Integration (Azure Mailbox Scan Method)

This is a legacy guide – we recommend using our guide 'Office 365/Azure Mailbox Setup' for the most comprehensive and up to date setup information. In this guide we will cover: – How to set up a Mailbox in Halo using the Azure Mailbox scan method Note: Incoming mail can take up to 5 minutes to […]

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 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 instance. First […]

Sage 50 UK Integration

In this guide we will cover: – What is the Sage 50 UK Integration? – Downloading the Application – Setting up the Integration What is the Sage 50 UK Integration? The Sage 50 integration allows UK-based Sage accounts to connect to Halo and sync Customers, Products and Invoices.  Downloading the Application The Sage 50 UK […]