Jira Service Management Integration

In this guide we will cover: – What is the Jira Service Management Integration? – Enabling the Module – Connecting to Jira Service Management – Syncing to Jira Service Management – Syncing Back to Halo (Webhooks) – Linked Tickets What is the Jira Service Management Integration? The Jira Service Management integration allows a two way […]

Milestones

In this guide we will cover: – Milestones Tab – Options When Adding Milestones – Dependencies – Locked Tasks and Filtering by Milestone – Configuring a Column Profile for Milestones – Updating Milestones via Project Management General Settings – Link the Child to a Milestone When Creating a Child Ticket from a Project – Adding […]

Configuring Custom Appearances in Reports (using HTML)

In this guide we will cover: – Using HTML to Customise Report Appearance – Example Report/Basic HTML Blocks – Advanced Edits Using HTML to Customise Report Appearance In the reporting suite, click into the desired report and the "Appearances" tab. Check the checkbox, "Customize Table HTML" to get started. From here you will notice four boxes/blocks […]

GoIntegrator Integration

In this guide we will cover: – What is the GoIntegrator Integration? – Enabling Call Management – Connecting GoIntegrator What is the GoIntegrator Integration? GoIntegrator can be integrated with Halo to display the call screen when a call is received from GoIntegrator. Enabling Call Management First, we want to ensure that your Call Management module […]

N-Able Passportal Integration

In this guide we will cover: – What is the N-Able Passportal Integration? – Creating an API Key in N-Able – Connecting to N-Able – Client/Location Import – Contact Import – Asset Import – Halo Integrator What is the N-Able Passportal Integration? N-Able Passportal can be integrated with Halo to import and update clients/locations, contacts […]

Ticket Rules

In this guide we will cover: – Ticket Rules – "Use" Dropdown – Details Tab – Global Settings (Configuration > Tickets > General Settings) – Criteria – Outcomes – Notifications – Adding OLAs – Manual Ticket Rules – Monitoring Rules Applied to Tickets – Useful Ticket Rule Example Admin Guides:  Tickets General Settings Ticket Types […]

ScreenConnect Integration (Formerly ConnectWise Control)

In this guide we will cover: – What is the ScreenConnect Integration? – Connecting ScreenConnect  – Generating Client/Site Mappings – Asset Type Mappings and Asset Field Matching – Remote Support – Syncing with the Halo Integrator – Common Issues What is the ScreenConnect Integration? ScreenConnect is a remote support tool used to connect onto the […]

Jira Enhancements

This article outlines the improvements made to the Jira integration. 1. Changed the way data is sent and retrieved from the Jira API. 2. You can now link multiple Jira issues to a ticket in Halo. The Jira details are no longer displayed on the ticket details pane. Instead, a tab now shows with all linked issues. […]

Addigy Integration

In this guide we will cover: – What is the Addigy Integration? – Connecting Halo to Addigy – Import Assets Automatically on a schedule – Alerting What is the Addigy Integration? Addigy can be integrated with Halo to sync assets and generate alert tickets. Assets can be imported on a recurring schedule using the Halo […]

Agent Resource Booking

In this guide we will cover: – Agent Resource Booking Configuration – Ticket Type Configuration – Resource Booking via the Self-Service Portal – Linking to the Resource Booking screen via an Email Agent resource booking allows your technicians to send links to Customers directly & allows Customers to find a suitable time to book an […]