Bvoip Integration
In this guide we will cover: – Enabling Call Management – Connecting to Bvoip Enabling Call Management First, we want to ensure that your Call Management module is enabled. To do this, head to the Configuration > Channels > Call Management. Fig 1. Call Management module. If it is enabled, it will be coloured and […]
Sage 200 Integration
In this guide we will cover: – Requirements – NetHelpDesk.Sage200Invoicer – Connecting to Sage – Importing – Invoicing Link for Halo Sage Integrator – https://s3.halopsa.com/Sage200Invoicer.zip Requirements Before you can begin configuring the integration in Halo, there are a selection of minimum requirements that must be met, and some additional work outside of the Halo application […]
HaloITSM Integration
When set-up, this integration allows you to send tickets to the other instance and manage the updates from it. To start, open the 'Administration Console' on your HaloCRM instance, then head to 'Workspace' > 'Integrations'. Find, the HaloITSM integration and ensure it is enabled. On your HaloITSM instance, head to 'Configuration' > 'Integrations' > 'HaloCRM'. […]
8×8 Integration
In this guide we will cover: – Enabling Call Management – Connecting 8×8 Enabling Call Management First, we want to ensure that your Call Management module is enabled. To do this, head to the Configuration > Channels > Call Management. Fig 1. Call Management module. If it is enabled, it will be coloured and if […]
LogMeIn Rescue Integration
In this guide we will cover: – Webhooks – Channels – Configuring the Integration – Sending Invites – Linking Sessions – Exporting Session Data The LogMeIn Rescue integration can be used to remotely access devices. Users can request a Rescue session within the Self-Service Portal, or agents can initiate one from a ticket, aiding with […]
DataImporter (Data Importer) for Custom Tables via CSV
In this guide we will cover: – Custom Table Configuration – Custom Field Configuration Download link for importer – https://s3.eu-west-2.amazonaws.com/s3.nethelpdesk.com/ftp/dataImporter.zip This executable needs to have a SQL connection for read/write to the Halo database so is only possible when you have direct database access. When it is run it will look at all of your […]
Jamf Integration
In this guide we will cover: – Enabling the Jamf Integration – Connecting the Jamf Integration – Settings – Site Mappings – Asset Type Mappings – Assets – Mobiles – Imports – Importing Assets Note: The Jamf Integration is compatible with Jamf Classic and Jamf Pro. It is currently not usable with other Jamf products […]
GoToAssist Remote Integration
In this guide we will cover: – Integration Setup – Using the Integration The GoToAssist integration allows you to start a remote support session from a Ticket within Halo and then pull back information from the session to the ticket as an Action. The Halo integrator is required to add information from sessions to Tickets. […]
IT Glue Integration
In this guide we will cover: – What is the IT Glue integration? -Connecting Halo to IT Glue – Importing Customers – Importing Assets – Scheduling imports with the Halo Integrator – Syncing to IT Glue What is the IT Glue integration? The IT Glue integration allows you to import customers, assets and users from […]
HubSpot Integration
In this guide we will cover: -Connecting to HubSpot -Company Imports -Contact Imports -Product Imports -Quotation Imports -Deal Imports -Syncing to HubSpot The HubSpot integration allows you to import customers, contacts, products, quotations and deals from HubSpot into Halo. Updates to these entities in HubSpot can automatically update the linked entity in Halo. For some […]
