Dicker Data Integration

In this guide we will cover: – What is the Dicker Data Integration? – Connecting to Dicker Data – Importing Customers – Importing Subscriptions – Halo Integrator What is the Dicker Data Integration? The Dicker Data integration can be used to import Customers and their Subscriptions into Halo.  Connecting to Dicker Data In Configuration > […]

Troubleshooting API Errors

In this guide we will cover: – What are API errors  – How to obtain and interpret API errors in Halo – HTTP Status Codes – Error Examples in Halo In this guide we will cover what each of the HTTP status codes and API error codes means in the context of Halo and how […]

RMM/Alerting Integrations Comparisons

Functionality N Able N Central NinjaOne  Datto RMM Auvik Cisco Meraki N-Able N-Sight RMM  Atera RMM Can import Customers/Clients ✓ ✓ ✓ ✓ ✓ ✓ ✓ Can import Assets/Devices ✓ ✓ ✓ ✓ ✓ ✓ ✓ Import data into Halo Asset fields ✓ ✓ ✓ ✓ ✓ ✓ ✓ User matching to Assets ✓ ✓ […]

AI Auto Triage

In this guide we will cover: – What is AI Triage? – How to use Halo's AI Triage Out of the Box – How this works – Customising AI Triage – Download AI Auto Triage Runbook What is AI Triage? From September 2025 all trial environments will include the functionality to have AI automatically triage […]

Alemba Migration

In this guide we will cover: – What is the Alemba Migration Tool? – Connecting to Alemba  – Importing Data What is the Alemba Migration Tool? The Alemba migration tool can be used to import data from your Alemba instance into Halo. It can import the following by connecting via your Alemba credentials and a […]

Autotask Migration

In this guide we will cover: – What is the Autotask Migration Tool? – Connecting to Autotask – Importing Data What is the Autotask Migration Tool? The Autotask migration tool can be used to import data from your Autotask instance into Halo. It can import the following by connecting via an API User in Autotask. […]

Datto Commerce Integration

In this guide we will cover: – What is the Datto Commerce Integration? – Connecting to Datto Commerce – Customer Imports – Quote Imports – Sales Order Imports – Halo Integrator What is the Datto Commerce Integration? Datto Commerce can be integrated with Halo to link and view Customers, Quotations and Sales Orders. These can […]

Barcode Scanning

In this guide we will cover: – Enabling Barcode Scanning – Scanning Barcodes via the Web App – Creating Barcodes for Existing Assets – Scanning Barcodes via the Mobile App Related Guides: Asset Management Mobile App Barcode scanning functionality can be enabled to create new Assets from existing barcodes, or barcodes can be generated by […]

Benji Pays

In this guide we will cover: – What is the Benji Pays Integration? – Connecting to Benji Pays – Add Payment buttons to the Halo Portal – Add Payment link to Email Template – Use Halo invoice PDF when viewing Invoices in Benji Pays – Additional Integration Features Disclaimer: This is a third party integration, […]

Reporting Access Control

In this guide we will cover: – Access Control on Existing Report Groups – Variations of Access Control – Granting Access Control on Reports Related Guides: Access Control Access Control on Existing Report Groups Access Control has been added to various areas of Reporting in v2.208.1+. Three methods of restricting Report access through this method […]