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 customer's 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: – What is the RingCentral Integration? – Enabling Call Management  – Connecting RingCentral What is the RingCentral Integration? RingCentral can be integrated with Halo to display the call screen when a call is received from RingCentral. Enabling Call Management First, we want to ensure that your Call Management module […]

SQL Imports

In this guide we will cover: – How to set up and complete a SQL import – Halo Integrator – Importing large datasets into custom tables Head to Configuration > Integrations > SQL Imports. In here, you can add one, or multiple records (equating to the importing of different entities/from different databases). Click 'New' in […]

Iterative Runbooks

In this guide we will cover: – General Runbook Configuration – Iterating through the runbook – Runbook Scheduling – Additional Information Runbooks can be used to iterate through an array of data. This can be achieved by following the guide below. The first thing to consider when configuring runbooks is the authorization of the API. […]

Splunk Integration

In this guide we will cover: – What is the Splunk Integration? – Configuring and Integrating Splunk alerts – Viewing Alerts from Splunk What is the Splunk Integration? The Splunk integration allows alerts in Splunk to automatically log tickets in Halo each time the alert is triggered, allowing technicians to be alerted to and manage […]

SolarWinds Orion Integration

In this guide we will cover: – What SolarWinds Orion Integration? – Prerequisites – Configuring the Integration – Receiving Alerts – Updating Alerts in SolarWinds Orion Related Guides: Halo Integrator What SolarWinds Orion Integration? SolarWinds Orion can be integrated with Halo to create alert tickets that can be assigned to a certain agent and team, […]

Twilio for SMS Integration

In this guide we will cover: – What is the Twilio for SMS Integration? – Retrieving Twillio SMS Details – Connecting Twillio – Sending SMS – Call Notifications (v2.206.1+) What is the Twilio for SMS Integration? The Twillio for SMS integration can be used to send SMS with templates in Halo. Note: Twilio Trial accounts […]

SCOM Integration

In this guide we will cover: – What is the SCOM Integration? – Enabling the Integration – SCOM Configuration – Halo Configuration – Resolving Alerts in SCOM Related Guides: Email Rules SCCM Integration What is the SCOM Integration? SCOM can be integrated with Halo to create and resolve alerts. Enabling the Integration To enable the […]