Importing Data

                                                                              In this guide we will cover: – Spreadsheet templates for imports – How to complete an import – Importing Data to Specific Fields – Finding Errors When Importing Spreadsheet templates for imports How to import data into the relevant areas of your system. Importing data via a spreadsheet allows you to create […]

Azure Mail Integration (Azure Mailbox Scan Method)

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. In this guide we will cover: – How to set up a Mailbox in Halo using the Azure Mailbox scan method Note: Incoming mail can take up to 5 minutes to […]

Sage 50 UK Integration

In this guide we will cover: – What is the Sage 50 UK Integration? – Downloading the Application – Setting up the Integration What is the Sage 50 UK Integration? The Sage 50 integration allows UK-based Sage accounts to connect to Halo and sync Customers, Products and Invoices.  Downloading the Application The Sage 50 UK […]

Zabbix Integration (Alerting)

In this guide we will cover: – What is the Zabbix Integration? – Creating Mappings – Webhooks What is the Zabbix Integration? The Zabbix integration can be used to map devices and send over alert tickets to Halo via webhooks. This guide covers the setup of the integration and the configuration steps required on the […]

Connectwise RMM Integration Guide

In this guide we will cover: – What is the ConnectWise RMM Integration? – Connecting Halo to ConnectWise – Site Imports – Asset Imports – Alerting – Syncing Data What is the ConnectWise RMM Integration? The ConnectWise RMM Integration can be used to connect your Halo instance to your ConnectWise asset management tool; allowing you […]

Using and Editing the Tile View

             In this guide we will cover: – Using Tile View – Setting Tile View as Default – Editing Tile View Associated Admin Guides: Views Related Guides: Ticket Views  Tile and Kanban HTML $ Variables Using Tile View "Tile View" is an alternate view for a ticket screen and can be used to present more […]

My Account

"My Account" is the hub which allows you find all information around you, your preferences and your account from any page within Halo. To access "My Account", you can navigate via any page by clicking the "Profile Icon" in the top right of the page, then clicking "My Account". This will open up the main […]

User Management

A guide to user management in Halo. Managing your users in Halo is simple. Your users are each listed under their client, then a site (also known as a location). These are the two containers which separate them. You can view the lists of users at any level. From any client/site screen or the customer […]

Okta Integration

In this guide we will cover: – What is the Okta Integration? – Creating a Token in Okta – Creating an Application in Okta – Connecting Okta in Halo – Mappings and Configuration – Configuring Okta SSO What is the Okta Integration? The Okta integration can be used to map Okta groups to Halo users/agents […]

Configuring Agent Views

How to edit the Views, Lists, Filter and Columns profiles. Related articles: Tile View Changing your ticket view Halo agents can change their ticket views in a variety of ways. This is done by employing the use of lists, column profiles and filter profiles. There are edited in the "Views" section of the configuration console […]