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FAQ List: HaloPSA Guides

Ticket Views

In this guide we will cover: – Default Views (Agent Preference, Global Setting, Ticket Areas) – Tickets Viewing Options (By Team, By Ticket Type, All Tickets) – How To get The "Add More Teams" Button To Display – Column Profiles – Views For Child Tickets – Gantt and Kanban Views – Mentioning Agents Directly From […]

ALSO Integration MFA issue

The below is taken from ALSO support documentation Create a Separate User Account for API API users must be created separately; a normal user account cannot be used for this purpose. The first step is for you to create an API user in the format api.user@domain.com. Replace the part in bold with your company's domain. The rest […]

Approval Processes Overview

In this guide we will cover: – What are approval processes and when are they used?  – Creating an Approval Process – Additional Settings Against the Step – Triggering an Approval Process – Approving  – Overriding Approvals – Delegate approvals – Example Approval Process Admin Guides: Approval Processes What are approval processes and when are […]

Super Ops RMM Integration

Halo has an integration with SuperOps RMM. The guide below goes through how to connect with Halo and how to sync asset types, etc and there is also a video attached to the written guide. Integrating HaloPSA with SuperOps.ai.

How To Make Actions Internal Only

Some actions you don't want your customer to see – ensure that your actions on tickets are internal by following this guide! To make an action internal, whether this means that no communication is sent out to a recipient – or you'd just like to hide your inner workings from customers – take a look […]

Quickbooks Online with Combined Tax Rates (GST/PST/HST)

HaloPSA does not import the Tax Rates for combined Tax Rates as the concept does not yet exist. To work around this you can create a Tax Rate manually that represents this and set the Tax Rate to one of the Combined Tax Rates and the Tax Code to the Combined Tax Code as below.

Sage Intacct Integration

In this guide we will cover: – What is the Sage Intacct Integration? – Connecting to Sage – Tax Rates – Accounts – Importing Customers – Importing Products – Supplier Import – Currency  – Syncing Invoices, Credit Notes, Bills and Purchase Orders – Syncing with Sage Intacct  – Integrating when using Multi-Entity Distributed (MED) or […]

Integrating Tech Data Reseller (Hardware data) with the Etilize Catalogue

In this guide we will cover: – What is the Tech Data Reseller Integration? – Setting up the Tech Data Reseller Module – Connecting Tech Data with Etilize – Adding Etilize Items to Quotations What is the Tech Data Reseller Integration? Tech Data Reseller can be integrated with Halo to browse up-to-date catalogue prices. Setting […]

Sage 50 Canada Integration

In this guide we will cover: – What is the Sage 50 Canada Integration? – Downloading the Application – Connecting the Application What is the Safe 50 Canada Integration? The Sage 50 (Canada) Integration allows Canadian-based Sage accounts to connect into Halo to sync invoices. Downloading the Application Download the latest Integrator Application from : […]