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 This integration is available as of v2.216+ of Halo. What is the SailPoint Integration? The SailPoint integration allows you to import users and roles from SailPoint […]
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? Available as of v.2.216+, the Sophos integration can be used to import customers and their licences into Halo. Connecting to Sophos In Configuration > […]
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 (v2.214+). Enabling UserWay […]
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 […]
Kaseya VSA X Integration
In this guide we will cover: – What is the Kaseya VSA X Integration? – Connecting to Kaseya VSA X – Customer Imports – Asset Imports – Alert Webhooks – Syncing with the Halo Integrator Related Guides: Kaseya VSA Integration What is the Kaseya VSA X Integration? Available as of v2.214.1+, Kaseya VSA X can […]
Vector Search Databases (for AI Search)
In this guide we will cover: – What is a Vector Search Database? – Indexing – Vector Search Database Options What is a Vector Search Database? A vector search database is a database that is designed to store and search embeddings. Embeddings – Numerical representations of data used to find items that are semantically similar. […]
Single Sign-On in Halo
In this guide we will cover: – The Single Sign-On Module – Setting up Single Sign-On – Single Sign-On Options – Matching Users – Claim Validations – User Provisioning (creation) – Adding SSO buttons to login Page – Customise Single Sign-On Buttons The functionality outlined in this guide is available as of v2.210+. If you […]
Google Maps Integration
In this guide we will cover: – What is the Google Maps Integration? – Connecting to Google Maps – Configuring the Map – Bulk Updating Data What is the Google Maps Integration? Available as of v2.212.1+, Google Maps can be integrated with Halo to show your Customers and Opportunities on a map, estimate their addresses […]