Sage 50 UK Integration
In this guide we will cover: – What is the Sage 50 UK Integration? – Downloading the Application – Setting up the Integration What is the Sage 50 UK Integration? The Sage 50 integration allows UK-based Sage accounts to connect to Halo and sync Customers, Products and Invoices. Downloading the Application The Sage 50 UK […]
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 – The Account Integrator has been updated as of v2.210.1+ to be compatible with Sage UK v32 (2026). Sage 50 Canada QuickBooks Desktop (All regions) The Halo […]
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: – What is the Okta Integration? – Creating a Token in Okta – Creating an Application in Okta – Connecting Okta in Halo – Mappings and Configuration – Configuring Okta SSO What is the Okta Integration? The Okta integration can be used to map Okta groups to Halo users/agents […]
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: – 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: – What is Embedding the self-service Portal into Microsoft Teams? – Part 1 – Embed your Halo Portal into Teams – Part 2 – Configure Automatic Sign in What is Embedding the self-service Portal into Microsoft Teams? Embedding your Halo self-service portal into Microsoft Teams allows your users to […]
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 […]