Self-Service Portal Restrictions

In this guide we will cover: – Menu Button Restrictions  – Ticket Restrictions – Action Restrictions – Service Restrictions  – Asset Restrictions – Knowledge Base Restrictions – Multi-Tenancy Restrictions Admin Guides: Self Service Portal Related Guides: Actions Asset Management Knowledge Base Self-Service Portal Customisation  Service Catalogue This guide will cover various methods of restricting access […]

Linking Purchase Orders to Projects

In this guide we will cover: – How to Link Purchase Orders to Projects You can enable the ability to link purchase orders raised for products associated with the project to the project ticket. This allows the project ticket to automatically be updated when these products are received/the purchase order has been fulfilled.  Note: This […]

Sage Business Cloud Integration

In this guide we will cover: – What is the Sage Business Cloud Integration? – Enabling Sage Business Cloud – Connecting to Sage Business Cloud – Tax Rates – Accounts – Customers – Products – Syncing to Sage Business Cloud What is the Sage Business Cloud Integration? The Sage Business Cloud integration can be used […]

Database Reporting Functions

In this guide we will cover: – What is a Database Function? – List of Database Functions – Example Report What is a Database Function? A database function is a section of text that runs a built-in SQL query when used in another query. This can be used to format a report without making your […]

Liongard Integration

In this guide we will cover: – What is the Liongard Integration? – Connecting to Liongard – Customer imports – Asset Imports  -Sync customer updates to Liongard – Enable automatic imports – Viewing Outgoing Logs What is the Liongard Integration? The Liongard integration allows you to import Liongard environments in Halo as customers and import […]

Accounting Integrations Comparison

Functionality Quickbooks Online Quickbooks desktop Sage Business Cloud Sage 200 Sage 50 Sage Intacct Xero  Dynamics Business Central Can import Customers/Clients ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ Two way sync of Customers/Clients ✓ ✓ ✓ ❌ ✓ ✓ ✓ ✓ Can import items ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ Two way sync […]

Backing Up invoices with Data

In this guide we will cover: – How to add a Report to a PDF Template – Filtering reports for a specific entity – Example  When supplying various services to your customers such as security management, data backups, device management, remote support etc, the charge for these services may vary each month based on activity/usage […]

Customer Areas

In this guide we will cover: – What are Customer Areas? – Creating a Customer Area – Restricting Customer Areas – Hiding the Default Customer Area Admin Guides: Areas Related Guides: Customer, Site and User Records  Ticket/Client Areas What are Customer Areas? Customer areas behave in a similar way to ticket areas as a customised, […]

Authentication Methods for Microsoft Integrations

In this guide we will cover: – App Registration Basic Setup – Method 1: Secret Authentication – Method 2: Certificate Authentication – Method 3: Federated Credential Authentication Related Articles: Azure Deltas Microsoft Entra ID Integration Single Sign on (SSO) For Entra/CSP Users and Agents When setting up a Microsoft integration, there are generally a number […]

Freshdesk Migration

In this guide we will cover: – What is the Freshdesk Migration? – Generating a Freshdesk API Key – Connecting to Freshdesk – Mapping Fields – Migrating Data from Freshdesk – Migrating via the Halo Integrator – Update Previously Imported Tickets What is the Freshdesk Migration? The Freshdesk migration tool can be used to bring […]