Receiving Stock for Serialised Products & Delivering to the Customer

In this guide we will cover: – An Example of How to Update Stock Quantity – Marking a Site as a Stock Location – Asset Matching Field – Asset Serialisation Field – Example – Adding Assets at the point of Receiving Stock – Only receive stock once SKU has been validated (v2.200+) – Delivering Your Stock […]

GoIntegrator Integration

In this guide we will cover: – What is the GoIntegrator Integration? – Enabling Call Management – Connecting GoIntegrator What is the GoIntegrator Integration? GoIntegrator can be integrated with Halo to display the call screen when a call is received from GoIntegrator. Enabling Call Management First, we want to ensure that your Call Management module […]

The Service Catalogue

In this guide we will cover: – Service Catalogue – Service Access – Service Details – Field List – Monitored Services (Service Status Monitoring) – Maintaining your Service Catalogue – Favourite Services Associated Admin Guides: Services Service Catalogue  The Service Catalogue is a means of providing your end-users with a pre-defined list of more commonly […]

Stripe Integration

In this guide we will cover: – What is the Stripe Integration? – How to connect to Stripe – Syncing Customers – Configuring Invoices Payment – Automatic Payments – Manual Payments – Making Payments – Have Customers Update their Own Payment Methods – Email Notifications/Confirmations for Payments What is the Stripe Integration? The Stripe integration […]

N-Able Passportal Integration

In this guide we will cover: – What is the N-Able Passportal Integration? – Creating an API Key in N-Able – Connecting to N-Able – Client/Location Import – Contact Import – Asset Import – Halo Integrator What is the N-Able Passportal Integration? N-Able Passportal can be integrated with Halo to import and update clients/locations, contacts […]

Ticket Rules

In this guide we will cover: – Ticket Rules – "Use" Dropdown – Details Tab – Global Settings (Configuration > Tickets > General Settings) – Criteria – Outcomes – Notifications – Adding OLAs – Manual Ticket Rules – Useful Ticket Rule Example Associated Admin Guides:  Tickets General Settings Ticket Types Ticket Rules Ticket Rules Ticket […]

ConnectWise Control Integration

In this guide we will cover: – What is the ConnectWise Control Integration? – Connecting ConnectWise Control – Generating Client/Site Mappings – Asset Type Mappings and Asset Field Matching – Remote Support (v2.198.1+) – Syncing with the Halo Integrator – Common Issues What is the ConnectWise Control Integration? ConnectWise Control is a remote support tool […]

Bulk Applying Billing Rules

In this guide we will cover: – How to bulk-apply billing rules to customers Bulk-applying billing rules to customers saves you from having to configure each customer's billing rules individually.  The Billing Templates will create an agreement if the customer does not have one, so it is recommended to create the agreements first. This can […]

Addigy Integration

In this guide we will cover: – What is the Addigy Integration? – Obtaining Addigy API Credentials  – Connecting Halo to Addigy – Asset Imports – Alerting – Halo Integrator – Miscellaneous What is the Addigy Integration? Addigy can be integrated with Halo to sync assets and generate alert tickets. Assets can be imported on […]

Agent Resource Booking

In this guide we will cover: – Agent Resource Booking Configuration – Ticket Type Configuration – Resource Booking via the Self-Service Portal – Linking to the Resource Booking screen via an Email Agent resource booking allows your technicians to send links to Customers directly from HaloPSA & allows Customers to find a suitable time to […]