Xero Integration

In this guide we will cover: – Enabling the Module – Xero Tenants – Connecting to Xero – Tax Rates – Customer Imports – Tracking Categories and Account Codes – Product Imports – Charge Rates – Syncing to Xero What is the Xero Integration? The Xero integration allows you to configure tax rates, customers, items […]

NinjaOne Integration

The following video covers the setup of the NinjaOne integration:                                                                                                                          This video from Renada Solutions will Cover the Mapping of Ninja Devices to Users in Halo:                                                                                                                          In this guide we will cover: – What is the NinjaOne Integration? – Configuring the NinjaOne Module – Organizations and Locations – Devices and Software – Alert […]

Self-Service Portal Customisation

In this guide we will cover: – Portal Customisation – Setting Portal Access – Home Screen – Tickets on the Portal Portal Customisation The Self-Service Portal can be customised in Configuration > Self-Service Portal. This guide will step you through each of the settings on this screen. These settings are used to change how your […]

Integrating Ingram Micro Reseller (Hardware data) with the Etilize Catalogue

In this guide we will cover: – What is Ingram Micro Reseller?  – Connecting to Ingram Micro Reseller  – Adding Etilize/Ingram Items to Quotations – Import Quotes from Ingram Micro into Halo – Syncing Purchase Orders in Halo to Ingram – Receive Updates on Purchase Order Changes in Ingram Micro – Creating Notifications based on Purchase […]

Changing your Halo URL

This article outlines the procedure to follow when you are looking to change your Halo Agent Application, or Self-Service Portal URL. When you first get a trial of Halo, your URL will be a subdomain of one of our core product domains (https://MyCompany.Halo.com, for example). However, this can be changed to use your own domain […]

Azure Mail Integration (Webhook Method Included)

This is a legacy guide – we recommend using our guide 'Office 365/Azure Mailbox Setup' for the most comprehensive and up to date setup information.  This video covers the Mailbox Setup for Email Processing via Webhooks (Read the guide for full setup and how to configure error notifications per agent).                           In this guide we […]

Microsoft Entra ID Integration (Formerly: Azure Active Directory)

In this guide we will cover: – What is the Entra integration used for? – Who Can set the integration up – Connecting Entra to your Halo – App Registration Setup – Single Sign-On (SSO) Configuration – Agent/User Import Configuration – Advanced Configuration – Licence Management  – Imports – Halo Integrator – Microsoft Entra ID […]