SFTP CSV imports Integration

In this guide we will cover: –  What is the SFTP CSV imports Integration? – Enabling the module   – Setting up SFTP CSV imports – The Halo Integrator SFTP CSV imports Integration When a Supplier updates products on a file in a FTP sever, the SFTP CSV imports Integration connects to a SFTP Server […]

Integrating with Other Accounts Tools

In this guide we will cover: – Methods of Integrating – Exporting via CSV Templates – Exporting via Reports Configuration Settings: CSV Templates Related Guides: Embed XML Attachments to Invoice PDFs Methods of Integrating If using an accounting platform that Halo does not natively integrate with, there are alternate methods to sync your invoices across […]

AI Ticket Clustering

In this guide we will cover: – What is AI Ticket Clustering? – Clustering Runs – Viewing & Using Ticket Clusters – New Clustering Runs & Archiving Related Guides: – Contents of AI Guides – Leveraging AI in Halo – AI Insights – Vector Search Databases Configuration Settings Guide: – AI Ticket Clustering is now a part of Halo's AI […]

Reviewing Recurring Invoice Lines

In this guide we will cover: – What are Recurring Invoice Reviews? – How to Mark Recurring Invoice Lines as Requiring Review – Reviewing Lines What are Recurring Invoice Reviews? Recurring Invoice Reviews allow you to prevent invoices from being generated from a recurring invoices until selected lines of the recurring invoice have been reviewed. Useful […]

AI Agents

In this guide we will cover: – What are AI Agents? – API Application – Creating AI Agents – AI Agents in Runbooks Admin Guides: AI Related Guides: Connecting AI to Halo Leveraging AI in Halo Custom Integrations/Runbooks AI Abilities   What are AI Agents? Available from v2.234.1+, an AI Agent is a custom set […]

Mail Campaign flows

In this guide we will cover: – What are Mail Campaign flows?  – Creating a Campaign flow  – Step Types – Flow sequence  Admin Guides: Mail Campaigns Related Guides: Mail Campaigns Mail Campaigns and Distribution Lists What are Mail Campaign flows? Available from v2.236+, Mail Campaign flows are a configuration method which allows Mail Campaigns […]

API Applications with Organisation access

Enable Multi-tenancy so that you can create multiple organizations Create departments within the organizations. These departments will be assigned to your API Agents. Create an Agent and enable the setting for "Is API Agent", then assign them access to a department from the correct organization Go to the customer records that should be part of […]

Custom Buttons

In this guide we will cover: – The benefits of using custom buttons and tabs – How to create a custom button – Create Custom buttons via the API Admin Guides: Custom Buttons Related Guides: Asset Custom Buttons The Benefits of using Custom Buttons and Tabs This video By Connor from Renada, goes over the […]

Cove Usage Billing Sync

In this guide we will cover: – Downloading the Cove Usage Runbook – Configuring the Runbook An Integration is now available for enabling device-level usage invoiced in Cove to be synced directly into Halo. This data can then be used to update the quantity of Recurring Invoice lines automatically. Downloading The Cove Usage Runbook To […]

Security Questions

In this guide we will cover: – What are Security Questions – Setting up Security Questions – Setting answers to Security Questions  – Using Security Questions on a call Admin Guides: Security Questions Related Guides: Call Management The functionality outlined in this guide is available from v2.236+. What are Security Questions Security Questions allow an […]