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 […]

Reporting Access Control

In this guide we will cover: – Access Control on Existing Report Groups – Variations of Access Control – Granting Access Control on Reports Related Guides: Access Control Access Control on Existing Report Groups Access Control has been added to various areas of Reporting in v2.208.1+. Three methods of restricting Report access through this method […]

Custom HTML Banner on the Self-Service Portal

In this guide we will cover: – Adding a Custom Banner to the Self-Service Portal – Using Sticky Banners (v2.208.1+) Adding a Custom Banner to the Self-Service Portal In Configuration > Self-Service Portal, scroll to the "Home Screen" section and enable "Display custom HTML". Further options will then show underneath to choose the position(s) of […]

Office 365/Azure Mailbox Setup

In this guide we will cover: – Pre-Requisites – Supported Mailboxes – Initial Setup – Authentication Method – Credential Types – Processing Method – Configuring an Azure Application – Creating Credentials – Connecting to the Mailbox – Imports – Logging – Common Errors In this guide we will cover Office 365/Azure mailboxes in Halo, including […]

Armis Integration

In this guide we will cover: – What is the Armis Integration? – Connecting to Armis – Sites – Assets – Syncing What is the Armis Integration? Armis can be integrated with Halo to import and manage Sites and Assets, and sync these on a recurring schedule to ensure details stay up-to-date. Connecting to Armis […]

Statistics Tables

In this guide we will cover: – What is a Statistics Table? – Creating a Statistics Table – Reporting on Statistics Tables Related Guides: Ticket Volumes and Forecasting Note: The features outlined in this guide are available as of v2.208.1+. What is a Statistics Table? Statistics tables are type of Custom Table which allow you […]

How to Use Custom CSS and HTML on Halo Reports

In this guide we will cover: – How to customise the appearance of Report tables using HTML – Pin Scrollbar to the bottom of the page v2.208+ HTML can be applied to reports in Halo to customise how they appear/are formatted. This allows you to completely customise how your reports look.  How to customise the appearance […]