Start to Finish: Service Requests

In this guide we will cover: – What is a Service? – Creating a Ticket Type or Ticket Template – Creating Custom Fields – Creating an Approval Process – Creating a Workflow – Adding the Service to the Service Catalogue – Showing the Service on the Self-Service Portal – Logging a Service Request Admin Guides: Services […]

Custom Integrations

In this guide we will cover: – What are Custom Integrations? – Creating a Custom Integration – Custom Integration Methods  – Executing Custom Integration Methods – Runbooks What are Custom Integrations? Custom Integrations in Halo are used to authenticate access and execute requests to other APIs. This allows you to integrate your Halo instance with […]

Asset Meters

In this guide we will cover: – What are Asset Meters? – Setting up Asset Meters – Taking Meter Readings – How to bill for Asset Meters  What are Asset Meters? Meter billing in Halo allows you to bill customers for a product/service based on their usage of it, with the price changing dynamically based […]

Troubleshooting API Errors

In this guide we will cover: – What are API errors  – How to obtain and interpret API errors in Halo – HTTP Status Codes – Error Examples in Halo In this guide we will cover what each of the HTTP status codes and API error codes means in the context of Halo and how […]

RMM/Alerting Integrations Comparisons

Functionality N Able N Central NinjaOne  Datto RMM Auvik Cisco Meraki N-Able N-Sight RMM  Atera RMM Can import Customers/Clients ✓ ✓ ✓ ✓ ✓ ✓ ✓ Can import Assets/Devices ✓ ✓ ✓ ✓ ✓ ✓ ✓ Import data into Halo Asset fields ✓ ✓ ✓ ✓ ✓ ✓ ✓ User matching to Assets ✓ ✓ […]

AI Auto Triage

In this guide we will cover: – What is AI Triage? – How to use Halo's AI Triage Out of the Box – How this works – Customising AI Triage – Download AI Auto Triage Runbook What is AI Triage? From September 2025 any trials of HaloPSA downloaded will include the functionality to have AI […]

Alemba Migration

In this guide we will cover: – What is the Alemba Migration Tool? – Connecting to Alemba  – Importing Data What is the Alemba Migration Tool? The Alemba migration tool can be used to import data from your Alemba instance into Halo. It can import the following by connecting via your Alemba credentials and a […]

Autotask Migration

In this guide we will cover: – What is the Autotask Migration Tool? – Connecting to Autotask – Importing Data What is the Autotask Migration Tool? The Autotask migration tool can be used to import data from your Autotask instance into Halo. It can import the following by connecting via an API User in Autotask. […]

Datto Commerce Integration

In this guide we will cover: – What is the Datto Commerce Integration? – Connecting to Datto Commerce – Customer Imports – Quote Imports – Sales Order Imports – Halo Integrator What is the Datto Commerce Integration? Datto Commerce can be integrated with Halo to link and view Customers, Quotations and Sales Orders. These can […]

Barcode Scanning

In this guide we will cover: – Enabling Barcode Scanning – Scanning Barcodes via the Web App – Creating Barcodes for Existing Assets – Scanning Barcodes via the Mobile App Related Guides: Asset Management Mobile App Barcode scanning functionality can be enabled to create new Assets from existing barcodes, or barcodes can be generated by […]