Hosting your own Halo Integrator

In this guide we will cover: – Installing the Halo Integrator – Configuring the Halo Integrator – Setting up different Scheduled Tasks for your Halo Integrator – Upgrading your Halo Integrator Related Guides: Halo Integrator Active Directory Lansweeper This guide will cover how to install, setup and upgrade the 'Locally Hosted' version of the Halo […]

Connecting Copilot Studio to Halo’s MCP Server

In this guide we will cover: – What is the Halo MCP Server Connection to Copilot Studio? – Creating an Authorisation Code API Application – How to connect Halo's MCP server to Copilot Studio – Example Request to Halo's MCP Server – Invoking lead generation based on service gaps of a whitespace report Pre-requisites: You […]

Opinyin Integration

In this guide we will cover:  – What is the Opinyin Integration? – Connecting to the Opinyin Service – Using the Opinyin Data in Halo Related Guides: Setting up an API Agent What is the Opinyin Integration?  Opinyin Feedback Analysis is an Agentic AI solution that gathers feedback from Halo’s native surveys*, intelligently analyses and […]

Rapid7 Integration

In this guide we will cover: – What is the Rapid7 Integration? – Enabling the Rapid7 Module – Connecting to Rapid7 – Runbooks from Rapid7 What is the Rapid7 Integration? The Rapid7 integration is runbook-based and can be used for Ticket creation and alert management. Enabling the Rapid7 Module In Configuration > Integrations > Asset […]

SailPoint Integration

In this guide we will cover: – What is the SailPoint Integration?– Enabling the SailPoint Module – Connecting to SailPoint  – Role Mappings – User Mappings – Halo Integrator What is the SailPoint Integration? The SailPoint integration allows you to import users and roles from SailPoint as various Halo entities. Enabling the SailPoint Module In […]

Contents of AI Guides

In this guide we will cover: – Summary – AI Guides Summary Halo provides various AI features to help you integrate AI into your standard operating procedures. If you are looking at using AI in your Halo instance but you are not sure where to start, read the following overviews on the AI functionalities we […]

CIPP Integration

In this guide we will cover: – What is the CIPP Integration? – Connecting to CIPP – Linking to CIPP      – Creating a Custom Button Related Guides: Custom Buttons  Microsoft CSP Integration Microsoft Entra ID (Formerly: Azure Active Directory) What is the CIPP Integration? CIPP can be integrated with Halo to add custom […]

Sophos Integration

In this guide we will cover: – What is the Sophos Integration? – Connecting to Sophos – Importing Customers – Importing Licences   – Halo Integrator  What is the Sophos Integration? The Sophos integration can be used to import customers and their licences into Halo.  Connecting to Sophos In Configuration > Integrations, hover over the […]

UserWay Integration

In this guide we will cover: – What is the UserWay Integration? – Enabling UserWay on the Self Service Portal – Enabling UserWay on the Agent Application  What is the UserWay Intgration? UserWay is an accessibility tool which can be integrated with Halo on the Self Service Portal and the Agent Application.  Enabling UserWay on […]

Peppol e-Invoicing via Tickstar

In this guide we will cover: – What is Peppol e-Invoicing via Tickstar? – Installing the Integration – Authentication Configuration – Integration Customisation – Enabling the Integration – Invoicing Syncing and Error Logs What is Peppol e-Invoicing via Tickstar? Peppol e-Invoicing via Tickstar allows you to configure the Peppol (Pan-European Public Procurement Online) e-Invoicing integration […]