Iru Integration (Kandji)
In this guide we will cover: – What is the Iru Integration? – Enabling the Iru Module – Connecting to Iru – Sites – Assets – Halo Integrator What is the Iru Integration? The Iru integration can be used to import assets against Halo sites, and sync them on a recurring basis. Enabling the Iru […]
Remote Support
In this guide we will cover: – What is Remote Support – Setting up Remote Support – Inviting Users What is Remote Support Remote Support is a tool which allows Agents to view and take control an Asset remotely. In order to use Remote Support in Halo, you must be connected to a Remote Support […]
Coralogix Integration
In this guide we will cover: – What is the Coralogix Integration? – Enabling the Coralogix Integration – Creating an Alert Webhook in Coralogix – Customising the Runbook What is the Coralogix Integration? The Coralogix integration creates a ticket in Halo when an alert is triggered in Coralogix, and when the alert is resolved in […]
Start to Finish: Self-Service Portal
In this guide we will cover: – What is the Self-Service Portal? – Changing your URL – Adding Branding – Customising Menu Buttons – Linking the Service Catalogue – Giving Users Permissions Configuration Settings: Self Service Portal Related Guides: Navigating the Self-Service Portal (For End Users) Start to Finish: Service Requests What is the Self-Service […]
Process Street Integration
In this guide we will cover: – What is the Process Street Integration – Enabling the Module – Connecting to Process Street Enabling the Module In Configuration > Integrations > Incident Management, hover over "Process Street" and press the plus (+) icon to enable the Module. Fig 1. Enabling the Module Connecting to Process Street Click into […]
Ticket Category Defaults and Overrides
In this guide we will cover: – Hierarchy Used for Category Defaults – Defaults Locations – Additional Overrides to Consider Hierarchy Used for Category Defaults The category that will be set will be determined by the following hierarchy: – Action – Client – Ticket Type Defaults Locations Action In Configuration > Tickets > Actions, go […]
WordPress.org Integration
In this guide we will cover: – What is the WordPress.org Integration? – Connecting to a WordPress.org Site – Importing Posts – Enabling the Halo Integrator What is the WordPress.org Integration? The WordPress.org integration can import posts from a self-hosted WordPress site as Knowledge Base articles in Halo. Note: If the website is hosted by […]
WordPress.com Integration
In this guide we will cover: – What is the WordPress.com Integration? – Connecting to a WordPress.com Site – Importing Posts – Enabling the Halo Integrator What is the WordPress.com Integration? The WordPress.com integration can import posts from a hosted WordPress site as Knowledge Base articles in Halo. Note: If the website is self-hosted, you […]
Trustpilot Integration
In this guide we will cover: – What is the Trustpilot Integration? – Enabling the Trustpilot Integration – Configuring Trustpilot Webhooks Related Guides: Surveys What is the Trustpilot Integration? The Trustpilot integration allows for tickets to be logged in Halo when reviews are left on Trustpilot below a certain score. Note: This integration requires Trustpilot […]
Connecting Halo to BI Tools: Publish Profiles & Direct Database Access
In this guide we will cover: – Creating a Publish Profile – Adding the Report – Connecting to Postman – Connecting to Power BI – Upload Scheduled Reports to SharePoint Creating a Publish Profile On the "Availability" tab of reports there is a checkbox for publishing reports. The "Scheduled Emails" tab will eventually include a […]