Using Publish Profiles to Send Report Data to BI Tools
In this guide we will cover: – Creating a Publish Profile – Adding the Report – Connecting to Postman (Bearer and Basic Auth Method) – Connecting to Power BI 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 section […]
Domotz Integration
In this guide we will cover: – What is the Domotz Integration? – Creating an API Key – Halo Configuration – Halo Integrator What is the Domotz Integration? Domotz can be integrated with Halo to import agents and assets, and automate syncing of assets between the two platforms. Creating an API Key This integration requires […]
Cisco Meraki Integration
In this guide we will cover: – What is the Cisco Meraki Integration? – Connecting to Cisco Meraki – Importing Customers – Importing Assets – Alerting What is the Cisco Meraki Integration? The Cisco Meraki integration allows you to import customers and assets from Cisco Meraki into Halo. Alerting can also be configured using webhooks, […]
Asset Resource Booking
Activate the Resource Booking module from Config > Asset Management. This will open up a new tab on the Asset Type details screen for resource booking, which will allow you to activate resource booking for an Asset type and contains all settings relevant to resource booking. Resource booking hours will allow you to choose a […]
IP Addresses for Whitelisting
For hosted Halo users your traffic passes through the below IP addresses. This is for API requests as well as SMTP/IMAP/POP connections. UK Addresses to whitelist; 18.134.104.113 18.134.36.210 18.133.135.248 DNS listing for IPs; (add this to sending domain SPF record) d3ukmail.nethelpdesk.com USA/Americas Addresses to whitelist: 52.200.167.248 3.225.188.37 50.19.232.234 DNS listing for IPs; (add this to […]
Viewing a Client’s Tickets
Related Articles: Views, Columns and Filter profiles The ticket screen Customer Management You can view a complete list of all tickets past and present opened by any given client. This is done by navigating to the Client's record and clicking the tickets tab. You can choose to view different sets of tickets using the filter […]
AI Report Builder
In this guide we will cover: – What the AI Query Builder is – Writing a Prompt Admin Guides: General Settings (Reporting) Related Guides: Charts and Graphs in Reports Halo In-App Dashboard Reports and Scheduling Report Builder Report Data Sources What the AI Query Builder is The report builder uses an AI Assistant utilising the […]
Languages in Halo
In this guide we will cover: – Changing Language per Agent – Setting a Default Language – Customise Language – Add Translations Shortcut Admin Guides: Language Changing Language per Agent You can change your own language under your agent profile. Go to the top right corner and click your profile picture > My Account > […]
Report Builder
In this guide we will cover: – Opening the Query Builder – Adding Fields – Adding Conditions – Generating the Report – Adding Filters – Saving the Report – Using the Report – Customising Fields (Sorting, Grouping, Count, Compare to previous period) – Using the Query Builder to create SQL – Query Builder Updates (v2.180.3) […]
Slack Integration
In this guide we will cover: – What is the Slack Integration? – How to connect to Slack Channels – How to configure Slack notifications – How to create tickets from Slack messages – Version 2 functionality – Creating Channels and Messaging – Shortcuts and Slash Commands – Chatbot What is […]