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 The best place to start before completing any imports, […]

Azure Mail Integration (Azure Mailbox Scan Method)

In this guide we will cover: – How to set up a Mailbox in Halo using the Azure Mailbox scan method This integration facilitates the connection of Azure mailboxes to Halo using the scan method, enabling the ingestion of received emails to create tickets. Incoming mail can take up to 5 minutes to be processed into […]

Sage 50 UK Integration

In this guide we will cover: – Downloading the Application – Setting up the Integration Downloading the Application The Sage 50 UK (Desktop) integration has recently moved to a new application that is run locally but connects to your HaloPSA instance using the Halo API. Sage will need to be on v29 for the integration […]

Zabbix Integration (Alerting)

In this guide we will cover: – Creating Mappings – Webhooks 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 Halo side. Creating Mappings Zabbix Hosts and Inventory can be imported […]

Connectwise RMM Integration Guide

In this guide we will cover: – Configuring ConnectWise RMM – Configuring Halo – Syncing Data The ConnectWise RMM Integration can be used to connect your Halo instance to your ConnectWise asset management tool; allowing you to sync sites and assets related to those sites from ConnectWise. Configuring ConnectWise RMM In ConnectWise RMM, navigate to […]

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 Using Tile View "Tile View" is an alternate view for a ticket screen and can be used to present more readable or just more data than […]

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: – Creating an Token in Okta – Creating an Application in Okta – Connecting Okta in Halo – Mappings and Configuration – Configuring Okta SSO The Okta integration can be used to map Okta groups to Halo users/agents and their relevant roles, as well as allow them to log […]

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 […]