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 […]

Sage 50 UK Integration

In this guide we will cover: – Downloading the Application – Setting up the Integration Downloading the Application The Sage 50 UK (Desktop) integration has recently moved to a new application that is run locally but connects to your HaloPSA instance using the Halo API. Sage will need to be on v29 for the integration […]

Halo Accounts Integrator Setup

In this guide we will cover: – Setting up the API Application The Halo Accounts Integrator is required to integrate with the following Accounting Software/Tools: Sage 50 UK Sage 50 Canada QuickBooks Desktop (All regions) The Halo Accounts Integrator must be run on the same network as the Accounting Software but connects to Halo using […]

Atera RMM Integration

In this guide we will cover: – What is the Atera RMM integration – Connecting to Atera – Importing Customers – Import Assets – Import Assets and Customer data automatically – Alerting What is the Atera RMM integration?  This integration allows you to import customer and devices (assets) from Atera RMM into Halo, as well […]

Okta Integration

In this guide we will cover: – Creating an Token in Okta – Creating an Application in Okta – Connecting Okta in Halo – Mappings and Configuration – Configuring Okta SSO The Okta integration can be used to map Okta groups to Halo users/agents and their relevant roles, as well as allow them to log […]

Call Pop-Up for Microsoft Teams

In this guide we will cover:– Configuring Teams to Launch the Halo Call Screen This guide takes you through how to configure Microsoft Teams to launch the Halo call screen when answering inbound calls from Teams. Turn the option on in Teams Admin Centre. Voice > Calling Policies > select relevant policy/policies > “URL to open […]

PowerShell Integration

In this guide we will cover: – PowerShell Configuration – Configuring Halo with PowerShell – Triggering the Script PowerShell Configuration This section outlines the configuration that needs to be complete in your PowerShell instance to make integration with Halo possible. Script Writing First you will need to write your PowerShell scripts and make these accessible […]

Embedding your Halo Self-Service Portal into Microsoft Teams

In this guide we will cover: – Creating a Teams App This guide details how to embed your Halo Self-Service portal into Microsoft Teams. Creating a Teams App In order to embed your Halo portal in Microsoft Teams, you will need to create a Microsoft Teams app for it. There are a few steps needed […]

Sage Canada 2023

The link below returns a version of the Accounts Integrator that should work for Sage Canada 2023. This will not work for any previous version of Sage Canada – other account platforms should be fine. https://s3.nethelpdesk.com/ftp/HaloAccountIntegratorSageCA2023.zip 

PagerDuty Integration

In this guide we will cover: – How to set up the PagerDuty integration  PagerDuty can be integrated with your Halo instance to have incidents sync between PagerDuty and Halo. This integration syncs two-way so updates in Halo will sync over to PagerDuty and vice versa.  IMPORTANT: This integration previously relied on NHServer, this is […]