SyncroMSP
In this Guide we will cover: – What is the SyncroMSP Integration? – Connecting the Integration – Importing Customers from SyncroMSP – Importing Assets from SyncroMSP – Automatically sync changes made to customers/assets – Alerting What is the SyncroMSP Integration? The SyncroMSP integration allows you to import customer and asset data from SyncroMSP into Halo. […]
Using HaloDBLookupService to run custom integration methods on internally facing APIs
In version 2.184+ there is a new connection option for Custom Integrations to connect to internally facing APIs: This connection method allows you to host a proxy application called "HaloDBLookupService" on your own network which can access your internally facing APIs. The Halo API then connects to this Service using requests signed by a common […]
AT&T Integration
This article will outline how to connect to your AT&T Services and how to add the services onto your quotes in Halo. AT&T integration has been added to the 'Product Catalogs' integration group: Fig 1. Product Catalogue Integrations Make sure to enable the integration module by pressing the "+" icon on the module: Fig 2. […]
ISL Online Integration
In this guide we will cover: – Enabling the Module – Connecting to ISL Online – Attended Access Matching – Opening an Asset in ISL Online Admin Guides: General Settings (Remote Support) Available of of v2.188.1+, the ISL Online integration allows remote access to devices when viewing the asset within Halo. Enabling the Module In […]
Snipe-IT Integration
In this guide we will cover:– Enabling the Snipe-IT Module – Connecting to Snipe-IT – Customer Import – Asset Import – Enabling Syncing Enabling the Snipe-IT Module In Configuration > Integrations > Asset Management and Alerting, hover over the Snipe-IT module, and click the "plus" (+) icon to enable it. Fig 1. Enabling the module. […]
MYOB set up guide
MYOB set up guide Enabling the Module To enable the MYOB integration, go to Configuration > Integrations > Accounts and Payments and enable the module using the plus icon in the top right-hand corner of the MYOB icon. Once the module has been enabled, click the MYOB icon to begin configuring it. MYOB Tenants […]
MYOB set up guide
MYOB set up guide Enabling the Module To enable the MYOB integration, go to Configuration > Integrations > Accounts and Payments and enable the module using the plus icon in the top right-hand corner of the menu icon. Once the module has been enabled, click the menu icon to begin configuring it. MYOB Tenants […]
PandaDocs Integration
In this guide we will cover: – What is the PandaDocs integration? – Connecting to PandaDocs – Setup for creating Documents using a chosen template – Setup for Creating Documents from an Uploaded file What is the PandaDocs integration? The PandaDocs integration allows you to create documents in PandaDocs from your Halo instance. The document […]
Automated Statement of Work Generation and AI Project task Creation
In this guide we will cover: – How to automate SoW creation – How to create project tasks based on your SoW using AI The statement of work against your opportunity tickets in Halo can now be generated automatically based on the services you are quoting the customer for. When quoting customers for products that […]
Prometheus Integration
In this guide we will cover: – Connecting to Prometheus -Configuring Asset Imports -Automatically import/update Assets on a schedule -Alerting -Have assets create instantly in Halo when created in Prometheus The Prometheus integration can be used to import targets from Prometheus as assets into Halo. Once imported assets can be synced automatically on a schedule. […]
