OpenAI MCP Server Connection

In this guide we will cover: – What is the OpenAI MCP Server Connection? – Enabling the MCP Server – Example Usage – Adding Functions What is the OpenAI MCP Server Connection? Available as of v2.204.1+, the Model Context Protocol (MCP) HTTP endpoint allows AI assistants such as OpenAI to connect and dynamically invoke tools […]

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 […]

Avalara Integration

In this guide we will cover: – Enabling the Avalara Module – Connecting to Avalara – Importing Customers – Syncing Entities – Voiding an Invoice – Excluding Customers (v2.202.1+) What is the Avalara Integration? The Avalara integration allows you to complete a two way sync of customers between your Halo and Avalara instance. You can […]

Tanium Integration

In this guide we will cover: – Connecting to Tanium – Determine Asset Site – Asset Imports – Import Assets automatically on a schedule – Alerting (v2.200+) What is the Tanium integration? The Tanium integration with Halo can be used to import sites and assets from Tanium into Halo. Assets can be set to import […]

Keeper Integration

In this guide we will cover: – What is the Keeper Integration? – Connecting to Keeper – Runbook Creation – Ticket Creation What is the Keeper Integration? The Keeper integration allows tickets to be created from Keeper alerts via a Halo runbook. The alerts are set up on your Keeper account, so can be set […]

Redact Sensitive Audit Logs on a Ticket

In this guide we will cover: – Enabling the Audit Log Tab – Redacting Sensitive Information from Logs (v2.202.1+) As of v2.202.1+, audit logs can be redacted from view, allowing sensitive information such as password or HR fields to be hidden from audit logs and reports. Enabling the Audit Log Tab The auditing tab can […]

Barracuda RMM

In this guide we will cover: – What is the Barracuda Integration? – Connecting to Barracuda RMM – Import Customers/Sites – Import Assets – Automatically import Assets/sites on a schedule – Sync Alerts What is the Barracuda RMM Integration? This integration allows you to import customers/sites and assets from Barracuda RMM into Halo. Allowing you […]

Down Payments

In this guide we will cover: – Setting a Down Payment Product – Creating a Down Payment Invoice Note: This feature is available as of v2.202.1+. Setting a Down Payment Product Within Configuration > Sales Orders, set a product to use as down payments. This is the product ID that will be used on the […]

Invoice Approvals

In this guide we will cover: – What are Invoice Approvals? – Enabling Invoice Approvals – Allowing Agents to Approve – Requesting Approval What are Invoice Approvals? Invoice approvals allow an agent from a select list to accept or reject the contents of an invoice, and this could also delay the sync to an accounting […]