Liongard Integration
In this guide we will cover: – What is the Liongard integration – Connecting to Liongard – Customer imports – Asset Imports -Sync customer updates to Liongard – Enable automatic imports – Viewing Outgoing Logs What is the Liongard integration? The Liongard integration allows you to import Liongard environments in Halo as customers and import […]
Freshdesk Migration
In this guide we will cover: – Generating a Freshdesk API Key – Connecting to Freshdesk – Mapping Fields – Migrating Data from Freshdesk The Freshdesk migration tool can be used to bring over data from your Freshdesk instance into Halo. Tickets, articles, companies and canned texts can be imported with this method via the […]
Azure Sentinel Webhooks
Note: This is available as of v2.182.1+. Previous versions can use the Halo Integrator method. In this guide we will cover: – Creating a Logic App in Microsoft Azure – Sentinel Automation Rules This guide explains how to set up webhooks in Azure Sentinel to create tickets in your Halo instance. You will need to […]
3CX Integration Methods
In this guide we will cover: – Web Client Method – CRM Template Method – Desktop Softphone Method Halo can display incoming call pop-ups, place outgoing calls, and display the call handling screen when a call is accepted in 3CX. After recent changes by 3CX the below methods only work on Pro and Ent (Professional […]
Pax8 Integration
In this guide we will cover: – What is the Pax8 integration? – How to connect to the Pax8 integration – How to connect to the Pax8 Integration – Customer Imports – Importing Usage/Arrears data – Subscription Imports – Automatically sync customers and/or subscriptions updates – Bill for subscriptions from Pax8 What is the Pax8 […]
Syncing Exchange Calendars using the Microsoft Graph API
In this guide we will cover: – How to connect to the Exchange Calendars integration – Immutable IDs and Webhooks – Importing Existing Calendar Entries – Inbound and Outbound Requests Tab – Using Exchange Calendar – Common errors This guide covers how to connect to the Exchange Calendars integration using the Microsoft Graph API connection […]
TeamViewer Integration
In this guide we will cover: – Creating the TeamViewer Fields – Configuring a Site – Configuring an Asset – Use on a Ticket The TeamViewer integration can be used to link to remote in with codes assigned to Halo sites and assets. Upon clicking the button that will appear in each area, you can […]
Google Mail Setup (Setting up Google Application)
In this guide we will cover: – Setting up a Google Mail App – Create Credentials – Setting up Halo Setting up a Google Mail App Login to https://console.cloud.google.com. Select New Project from the Select a Project menu or Create Project from the Dashboard. Fig 1. Creating a new project. Give the project a name […]
ChatGPT Integration
The native integration with ChatGPT can be used to write responses on tickets or improve on response agent's have written themselves. It can also be integrated into your live chat to respond to a customer, taking the customer's given context into account. Additionally, ChatGPT's use can be extended into further use using the 'custom integration' […]
Datto RMM Integration
In this guide we will cover: – What is the Datto RMM integration? – Connecting to Datto RMM – Configuring Asset Imports – Import assets and Customers/Sites automatically on a schedule – Remote into Assets from Halo – Alerting What is the Datto RMM integration? Halo can be integrated with Datto RMM to have devices […]
