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 […]
Azure Key Vault Integration
In this guide we will cover: – What is the Azure Key Vault Integration? – Create tickets in Halo when keys, secrets, and certificates have new versions, nearing expiry, or have expired – Store Passwords using Azure Key Vault (v2.196+) What is the Azure Key Vault Integration? The Azure Key Vault integration allows you to […]
N-Able Take Control Integration
In this guide we will cover: – What is the N-Able Take Control Integration? – N-Able RMM – Take Control Viewer – Configuring the Module – Using the Integration What is the N-Able Take Control Integration? N-Able Take Control can be integrated with Halo to allow remote support from an asset within Halo. N-Able RMM […]
Ticket/Client Areas
In this guide we will cover: – What Ticket Areas are – Configuring Ticket Areas – Navigation Menu Layout – Creating Navigation Profiles for Other Entities – Override the Screen Layouts Per Agent – Override the Screen Layout Profile Per Customer – Split Customer Level Tickets Tab Per Ticket Area – Option to Pin the Details Tab to the […]
Bvoip Integration
In this guide we will cover: – What is the Bvoip Integration? – Enabling Call Management – Connecting to Bvoip What is the Bvoip Integration? Bvoip can be integrated with Halo to display the call screen when a call is received from Bvoip. Enabling Call Management First, we want to ensure that your Call Management […]
Sage 200 Integration
In this guide we will cover: – What is the Sage 200 Integration? – Requirements – NetHelpDesk.Sage200Invoicer – Connecting to Sage – Importing – Invoicing What is the Sage 200 Integration? The Sage 200 integration allows connection into Halo to create invoices, and the integration is 2-way for easy import of data. You can retrieve […]
How to start using the Halo API
In this guide we will cover: – Navigating to the API Configuration – Creating an Application – Examples Navigating to the API Configuration Go to Configuration > Integrations > Halo API. Here you will see the Resource Server URL and the Authorisation Server URL as well as your tenant name (if applicable). Fig 1. API […]
8×8 Integration
In this guide we will cover: – What is the 8×8 Integration? – Enabling Call Management – Connecting 8×8 What is the 8×8 Integration? 8×8 can be integrated with Halo to display the call screen when a call is received from 8×8. Enabling Call Management First, we want to ensure that your Call Management module […]
LogMeIn Rescue Integration
In this guide we will cover: – What is the LogMeIn Rescue Integration? – Configuring the Integration – Channels – Sending Invites – Linking Sessions – Webhooks to send remote session data back into Halo What is the LogMeIn Rescue Integration? The LogMeIn Rescue integration can be used to remotely access devices. Users can request […]