Importing Data
In this lesson we will cover: – Spreadsheet templates for imports – How to complete an import – Importing Data to Specific Fields – Finding Errors When Importing Spreadsheet templates for imports How to import data into the relevant areas of your system The best place to start before completing any imports, […]
Importing Opportunity Tickets
In this lesson we will cover: – Importing Opportunities Created for Existing Customers – Importing Opportunities Created for New Customers (For customers not created in Halo yet) One of the ticket imports that can be done within Halo is for opportunity tickets that are regarding new clients. The opportunity import will change depending on whether […]
Customers and Importing/Migrating Data
In this lesson we will cover: – Customer records – Creating a New Customer – Importing Customers Customer Records This screen provides an overview of your customer records. Customers are the organisations/companies that you support and maintain services for. From here you can search your existing customer records or create new ones. You can also […]
SQL Imports
In this lesson we will cover: – How to set up and complete a SQL import Head to Configuration > Integrations > SQL Imports. In here, you can add one, or multiple records (equating to the importing of different entities/from different databases). Click 'New' in the top RHS to create a new record – in, […]
Importing Additional Fields via CSV
How to add extra data to your CSV import sheet In this lesson we will cover: – How to find the API Name of a field – Worked Example – Including the Reference in Client Imports Halo provides a series of example import sheets that can be used to import your data from a spreadsheet. […]
Configuration Change Tracking & Instance Management
Overview Released in Version: 2.104.1 This comprehensive guide covers configuration management in Halo, including: Enabling and tracking configuration changes Managing changes between UAT and Production environments Rolling back changes when needed Synchronizing instances Best practices for configuration management Importing and exporting configurations Getting Started: Enabling Configuration Tracking Before using configuration tracking features: Navigate to Configuration […]
