Ticket Category Defaults and Overrides

In this guide we will cover: – Hierarchy Used for Category Defaults – Defaults Locations – Additional Overrides to Consider Hierarchy Used for Category Defaults The category that will be set will be determined by the following hierarchy: – Action – Client – Ticket Type Defaults Locations Action In Configuration > Tickets > Actions, go […]

Adobe Commerce Integration (Magento)

In this guide we will cover: – What is the Adobe Commerce Integration? – Enabling the Adobe Commerce Module – Connecting to Adobe Commerce – Users – E-commerce Orders – Halo Integrator What is the Adobe Commerce Integration? The Adobe Commerce integration allows users and their orders to be imported in Halo. Tickets can then […]

WordPress.org Integration

In this guide we will cover: – What is the WordPress.org Integration? – Connecting to a WordPress.org Site – Importing Posts – Enabling the Halo Integrator What is the WordPress.org Integration? The WordPress.org integration can import posts from a self-hosted WordPress site as Knowledge Base articles in Halo.  Note: If the website is hosted by […]

WordPress.com Integration

In this guide we will cover: – What is the WordPress.com Integration? – Connecting to a WordPress.com Site – Importing Posts – Enabling the Halo Integrator What is the WordPress.com Integration? The WordPress.com integration can import posts from a hosted WordPress site as Knowledge Base articles in Halo.  Note: If the website is self-hosted, you […]

Trustpilot Integration

In this guide we will cover: – What is the Trustpilot Integration? – Enabling the Trustpilot Integration – Configuring Trustpilot Webhooks Related Guides: Surveys What is the Trustpilot Integration? The Trustpilot integration allows for tickets to be logged in Halo when reviews are left on Trustpilot below a certain score. Note: This integration requires Trustpilot […]

Connecting Halo to BI Tools: Publish Profiles & Direct Database Access

In this guide we will cover: – Creating a Publish Profile – Adding the Report – Connecting to Postman – Connecting to Power BI – Upload Scheduled Reports to SharePoint Creating a Publish Profile On the "Availability" tab of reports there is a checkbox for publishing reports. The "Scheduled Emails" tab will eventually include a […]

Recurring Bills

In this guide we will cover: – What Are Recurring Bills? – Creating A Recurring Bill – Generating Bills From A Recurring Bill Related Guides: Bills Recurring Invoices The Ready For Invoicing Area What Are Recurring Bills? Bills in Halo are essentially records of what you owe or have paid to your own suppliers, as […]

Rhipe Integration (Crayon PRISM)

In this guide we will cover: – What is the Rhipe Integration? – Enabling the Rhipe Integration  – Connecting Rhipe – Customers – Subscriptions – Halo Integrator Related Guides: Licences/Subscriptions Overview What is the Rhipe Integration? The Rhipe integration can be used to import customers and subscriptions, with the ability to sync the information over […]

Reacting Personal Information on Tickets – PII Data Flagging

In this guide we will cover: What is PII Data Flagging? Setting up PII Data Flagging Scanning Tickets for PII Viewing Detected PII for a Particular Ticket Redacting Data See all Active PII Detections and Redact/Ignore History What does Redacting Data Do? The functionality in this guide is available from v2.238+.  What is PII Data […]

User Roles

In this guide we will cover: – What are User Roles? – Creating User Roles – Assigning User Roles Manually – Assigning User Roles Automatically – Additional Restrictions by User Role Configuration Settings: User Roles What are User Roles? User Roles are roles that can set permissions and various settings against the user the role […]