Integrations
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FAQ List: Integrations

PowerShell Integration

In this guide we will cover: – What is the PowerShell Integration? – PowerShell Configuration – Configuring Halo with PowerShell – Triggering the Script What is the PowerShell Integration? PowerShell can be integrated with Halo to run scripts based on Halo events. PowerShell Configuration This section outlines the configuration that needs to be complete in […]

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: – What is the PagerDuty Integration? – How to set up the PagerDuty integration  What is 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 […]

Shopify Integration

In this guide we will cover: – What is the Shopify Integration? – Generating a Shopify Access Token – Connecting Shopify in Halo What is the Shopify Integration? 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 […]

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 ServiceNow – 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 and suppliers. […]

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: – What is the Snow Integration? – Connecting to Snow – Customers – Assets – Software Licences – Syncing What is the Snow Integration? On-premise instances of Snow can be integrated with Halo to import and manage assets. The integration will work for both internal and publicly accessible instances […]