Branding in Halo
In this guide we will cover: -What can be branded in Halo? – How to Brand Email Templates – How to Brand the Self-service Portal What can be branded in Halo? User facing entities in Halo can be branded to, reflect the organisation or team that is providing the service to the user, or they […]
Syncing Tickets Between Instances
In this guide we will cover: – Connecting instances – Determine how Tickets and actions are synced (mappings) – Action Configuration – How to Pass tickets and updates between Instances – Worked Example – Troubleshooting The functionality outlined in this guide is available as of v2.184+ of Halo. For functionality prior to this version see […]
Zendesk Migration
In this guide we will cover: – Getting Zendesk Credentials – Connecting to Zendesk – Importing Data The Zendesk migration tool can be used to import data from your Zendesk instance into Halo. It can import organisations (customers), users, articles, and incidents by connecting via an API token from Zendesk. Getting Zendesk Credentials Logging into […]
ServiceNow Migration
In this guide we will cover: – Getting Details from ServiceNow – Connecting to ServiceNow – Importing Data The ServiceNow migration tool can be used to bring over data from a ServiceNow instance into Halo. It can migrate companies and locations, users, articles, incidents, problems, change requests and service requests. Note: To import, the user […]
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 This functionality is available as of v2.184+ As of v2.184+ 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 […]
Sage Business Cloud Integration
In this guide we will cover: – Enabling Sage Business Cloud – Connecting to Sage Business Cloud – Tax Rates – Accounts – Customers – Products – Syncing to Sage Business Cloud The Sage Business Cloud integration can be used to import tax rates, accounts, customers and products into Halo, and sync customers, products and […]
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 Can import Customers/Clients ✓ ✓ ✓ ✓ ✓ ✓ ✓ Two way sync of Customers/Clients ✓ ✓ ✓ ❌ ✓ ✓ ✓ Can import items ✓ ✓ ✓ ✓ ✓ ✓ ✓ Two way sync of items ✓ ✓ ✓ […]
