Importing Data

                                                               In this guide 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 guide 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 […]

Creating Import Profiles for Importing Recurring Invoice Lines

In this guide we will cover: – How to create a billing profile  – Importing Recurring Invoice Lines – Worked Example How to create a billing profile  In this example, we will look at how Billing Profiles are configured in HaloPSA & how they allow you to update existing recurring invoices. The first step is […]

Customers and Importing/Migrating Data

In this guide 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 guide 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

In this guide 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. However, you may find the need to import/bulk update extra […]

Asset Import – CSV/XLS/Spreadsheet Method

In this guide we will cover: – How to Import Assets using CSV/XLS/Spreadsheet Method – Importing Asset fields and Custom Asset fields – Finding Errors When Importing Associated Administrator Guide: General Settings – Assets How to Import Assets using CSV/XLS/Spreadsheet Method This guide covers how to import assets using the Assets Sample Spreadsheet. This 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 […]