N-Able Passportal Integration

In this guide we will cover: – What is the N-Able Passportal Integration? – Creating an API Key in N-Able – Connecting to N-Able – Client/Location Import – Contact Import – Asset Import – Halo Integrator What is the N-Able Passportal Integration? N-Able Passportal can be integrated with Halo to import and update clients/locations, contacts […]

N-Able Take Control Integration

In this guide we will cover: – What is the N-Able Take Control Integration?  – N-Able RMM – Take Control Viewer – Configuring the Module – Using the Integration What is the N-Able Take Control Integration? N-Able Take Control can be integrated with Halo to allow remote support from an asset within Halo. N-Able RMM […]

Bvoip Integration

In this guide we will cover: – What is the Bvoip Integration? – Enabling Call Management – Connecting to Bvoip What is the Bvoip Integration? Bvoip can be integrated with Halo to display the call screen when a call is received from Bvoip. Enabling Call Management First, we want to ensure that your Call Management […]

Sage 200 Integration

In this guide we will cover: – What is the Sage 200 Integration? – Requirements – NetHelpDesk.Sage200Invoicer – Connecting to Sage – Importing – Invoicing  What is the Sage 200 Integration? The Sage 200 integration allows connection into Halo to create invoices, and the integration is 2-way for easy import of data. You can retrieve […]

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: – What is the 8×8 Integration? – Enabling Call Management – Connecting 8×8 What is the 8×8 Integration? 8×8 can be integrated with Halo to display the call screen when a call is received from 8×8. Enabling Call Management First, we want to ensure that your Call Management module […]

LogMeIn Rescue Integration

In this guide we will cover: – What is the LogMeIn Rescue Integration? – Configuring the Integration – Channels – Sending Invites – Linking Sessions – Webhooks to send remote session data back into Halo What is the LogMeIn Rescue Integration? The LogMeIn Rescue integration can be used to remotely access devices. Users can request […]

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: – What is the Jamf Integration? – 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 […]

GoToAssist Remote Integration

In this guide we will cover: – What is the GoToAssist Integration? – Integration Setup – Using the Integration What is the GoToAssist 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 […]