MYOB Integration

In this guide we will cover: – What is the MYOB Integration? – Enabling the Module – Connecting MYOB Tenants – Importing Tax Rates – Importing Clients – Importing Accounts Codes – Importing Products – Configuring Charge Rates – Importing Suppliers – Syncing to MYOB What is the MYOB Integration? MYOB can be integrated with […]

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. […]

SaaSAlerts Integration

In this guide we will cover: – Link to SaaS Documentation – Solution Overview – Integration Benefits The SaaS Alerts and Halo integration allows you to more easily create, organize and manage medium and critical alerts from SaaS Alerts. Link to SaaS Documentation To configure the SaaS Alerts Integration, use the guide on the SaaSAlerts […]

Backend Services: Common Errors, Causes and Resolutions

In this guide we will cover: – Halo Integrator Log Errors – Incoming Log (incoming email) Errors – Outgoing log (outgoing email) Errors – Automation Log Errors – Schedule Occurrence Log Errors Halo Integrator Log Errors These error messages are found under the 'Halo Integrator Log' when selecting a specific log entry. System.Exception: Asset tag […]

Backend Services Monitoring

In this guide we will cover: – What is Backend Services Monitoring?  – Navigating the Backend Services Monitoring area – Common Errors What is Backend Services Monitoring?  Backend services monitoring in Halo allows you to monitor services, automations and events that run on the backend of Halo. This includes integration syncs, incoming and outgoing email, […]

Forethought AI Solve Integration

In this guide we will cover: – What is the Forethought Integration? – How to connect the Forethought integration -Customising the widget -Embedding the widget to your portal -Setting which widget is used in each portal -Using Forethought widgets with Chat profiles What is the Forethought Integration? The Forethought integration allows you to embed Forethought […]

CrewHu Integration

This integration has been created by CrewHu, Halo has provided a link here: CrewHu – Halo Integration

Hopewiser Integration

In this guide we will cover: – Enabling the Hopewiser Module – Connecting to Hopewiser – Using the Address Lookup on a User – Using the Address Lookup on a Ticket The Hopewiser integration can be used to search addresses from Hopewiser on a user in Halo or on an address ticket field, helping to […]