Redacting Card and Social Security Numbers (SSN)

In this guide we will cover: – Redacting Card Numbers – Redacting Social Security Numbers – Context Aware Redaction Rules Card numbers and Social Security Numbers (SSN) can be redacted from new tickets or actions, either partially or wholly.  Redacting Card Numbers In Configuration > Users > General Settings > Data Compliance Settings, a dropdown […]

Agent Cost Tracking and Profitability Reporting

In this guide we will cover: – What is Agent Cost tracking? – Setting Agent Costs – Profitability Reports What is Agent Cost tracking? The reporting suite in Halo can be utilised to create profitability reports based on real time data. This allows you to track the profitability of different areas of your business, including […]

ArrowSphere Integration

In this guide we will cover: – What is the ArrowSphere Integration? – Connecting to ArrowSphere – Importing Customers – Importing Subscriptions – Halo Integrator What is the ArrowSphere Integration? The ArrowSphere integration can be used to import customers and their subscriptions into Halo. This is a multi-tenanted integration, so multiple instances of ArrowSphere can […]

Refreshing an Azure Token

In this guide we will cover: – What is an Azure Token? – When does a Token Need Refreshing? – Refreshing the Token What is an Azure Token? An Azure token is the method Microsoft use to allow access from external sources (in this case, Halo) temporarily. However, this token will eventually expire and need […]

Cloudfare Integration

In this guide we will cover: – What is the Cloudfare Integration? – Setting up the Integration – Customise the ticket that is logged What is the Cloudfare Integration? The integration between Halo and Cloudflare allows you to have notifications in Cloudflare log tickets in Halo. Allowing you to manage your Cloudflare notifications from Halo.  […]

SQL Imports – Licences and Subscriptions

In this guide we will cover: – How to complete a SQL Import to import Licences and Subscriptions into Halo This guide covers SQL imports specifically for the use of importing licences and subscriptions into Halo. For a general overview of SQL imports we recommend reading our guide SQL Imports.  How to complete a SQL […]

Ticket Sources

In this guide we will cover: – What is a Ticket Source? – Adding to Columns and Lists – Ticket Rule Criteria – Setting Source by Actions – Notifications – Excluding/Ordering Ticket Sources What is a Ticket Source? Ticket source is a field that is automatically set to display where a ticket has been created […]

Halo MCP Server Connection

In this guide we will cover: – What is the OpenAI MCP Server Connection? – Enabling the Halo MCP Server – Example Usage – Adding Functions – Tool Collections – External MCP Server connections (v2.236+)  Related Guides: MCP Endpoint: Use the Chatbot to Query and Update Data in your Instance What is the OpenAI MCP […]

Raynet Integration

In this guide we will cover: – What is the Raynet Integration? – Determine Asset Site – Asset Imports – Import Assets automatically on a schedule What is the Raynet Integration? The Raynet integration with Halo can be used to import sites and assets from Raynet into Halo. Assets and sites can be set to […]

Mail Processing FAQs

In this guide we will cover: – Frequently asked questions about how emails are processed in Halo This guide will cover a list of frequently asked questions about how mailboxes work within Halo. If you have additional questions following reading the below, please contact support to assist you. How are emails processed by a mailbox […]