Shopify Integration

In this guide we will cover: – Generating a Shopify Access Token – Connecting Shopify in Halo The Shopify integration will allow you to import your Shopify Customers as Contacts or Customers in Halo. You can also import their Orders for contextual information on Tickets related to that Contact. Go to your Shopify admin centre […]

ScalePad Integration

ScalePad Documentation.

Setting Up An API Agent

In this guide we will cover: – Setting up an API Agent – Use of an API Agent API agent accounts do not take up licences, are free of charge and are used for accessing the Halo Integrator and API connections.  Setting up an API Agent To set up an API agent account, go to […]

ServiceNow Integration

In this guide we will cover: – What is the ServiceNow integration? – Connecting to the ServiceNow integration – Creating tickets in ServiceNow – Updating Records in ServiceNow through Halo – Syncing back to Halo What is the ServiceNow integration? The ServiceNow integration allows you to connect a ServiceNow account to each of your customers […]

Sage Intacct Integration

In this guide we will cover: – What is the Sage Intacct Integration? – Connecting to Sage – Tax Rates – Accounts – Importing Customers – Importing Products – Supplier Import – Currency  – Syncing Invoices, Credit Notes, Bills and Purchase Orders – Syncing with Sage Intacct  – Integrating when using Multi-Entity Distributed (MED) or […]

Snow Integration

In this guide we will cover: – Configuring Snow The Snow integration will work for both internal and publicly accessible instances of Snow, however you will not be able to perform any imports through the web client to internally accessible Snow instances if your Halo couldn't access it. Configuring Snow When navigating to the integration […]

Sage 50 Canada Integration

In this guide we will cover: – Downloading the Application – Setting up the Integration Downloading the Application The Sage 50 Canada Desktop integration has recently moved to a new application that is run locally but connects to your Halo instance using the Halo API. It can be downloaded from https://s3.halopsa.com/HaloAccountsIntegrator.zip Setting up the Integration […]

Sending Requests Across 2 Instances

In this guide we will cover:  – Setting up the Suppliers Module – Configuring the API Access Following v2.184+ this functionality as been enhanced. If you are on a version on or above this see our guide Syncing Tickets Between Instances.  It is possible to send requests across two instances when the HaloCRM -> HaloITSM integration […]

ServiceNow Webhooks

In this guide we will cover: – How to set up Webhooks used with the ServiceNow integration Before configuring webhooks for ServiceNow, you will need to connect your customers/suppliers ServiceNow instance to Halo. See our guide on how to do this here: ServiceNow Integration. How to set up Webhooks used with the ServiceNow integration With […]

RingCentral Integration

In this guide we will cover: – Enabling Call Management  – Connecting RingCentral *This functionality was disabled when RingCentral removed their Desktop App which enabled it's use. Our development team are currently looking into another solution for this, but we do not have an ETA, as of the time of writing this. Apologies for the inconvenience. […]