Single Sign-On (SSO) in Halo

In this guide we will cover: – The Single Sign-On Module – Setting up Single Sign-On – Single Sign-On Options – Matching Users – Claim Validations – User Provisioning (creation) – Adding SSO buttons to login Page – Customise Single Sign-On Buttons The Single Sign-On Module A Single Sign-On module is available in Halo, a […]

Google Maps Integration

In this guide we will cover: – What is the Google Maps Integration? – Connecting to Google Maps – Configuring the Map – Bulk Updating Data What is the Google Maps Integration? Google Maps can be integrated with Halo to show your Customers and Opportunities on a map, estimate their addresses and automatically add these […]

Trigger a Microsoft Power Automate flow using Halo Webhooks

In this guide we will cover: – Pre-Requisites – Setup – Use data from the webhook payload in the flow Halo can be integrated with Microsoft Power Automate allowing you to create automated flows that interact with the Halo API. Halo webhooks can be used to have events in Halo trigger the start of a […]

Eracent Integration

In this guide we will cover: – What is the Eracent Integration? – Connecting to Eracent – Site Mappings – User Mappings – Asset Imports – Miscellaneous Settings – Syncing  What is the Eracent Integration? The Eracent integration can be used to import Assets from Eracent into Halo. If there is a User and/or Software […]

Knowledge Base Article Feedback

In this guide we will cover: – What is Article Feedback? – Allowing Article Ratings – Allowing Article Comments – Using a Ticket Type to Receive Feedback – Tracking Feedback What is Article Feedback? Article Feedback can be left by either Agents or Users on an Article through an upvote/downvote system, alongside the option to […]

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 […]

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 ✓ ✓ […]