Microsoft TeamsBot
In this guide we will cover: – What is the Microsoft TeamsBot Integration? – Installing the Bot – Halo Configuration – Using the Bot – IPs for Whitelisting – Protocol and Ports What is the Microsoft TeamsBot Integration? The TeamsBot can be integrated with Halo to trigger Halo actions from a Teams chat. Installing the […]
QuickBooks Online Integration
In this guide we will cover: – What is the QuickBooks Online Integration? – Enabling the Module – Connecting to QuickBooks Online – Tax Rates – Customer Imports – Product/Item Imports – Suppliers – Syncing to QuickBooks Online – Automatic Sales Tax – Avalara and QuickBooks Online What is the QuickBooks Online Integration? The integration with QuickBooks […]
Azure DevOps Integration
In this guide we will cover: – What is the Azure DevOps Integration? – Connecting to DevOps – Syncing between DevOps and Halo – Halo Configuration Options What is the Azure DevOps Integration? The Azure DevOps integration allows you to sync tickets from Halo to work items in Azure DevOps and vice versa. This includes […]
Custom Integrations/Runbooks
In this guide we will cover: – Building blocks of runbooks – Log a Ticket when a Runbook Fails – Runbook Statistics – Worked Example – Actions that can be completed through the API – Using Previous output variables in subsequent steps Creating a New Runbook To create a runbook head to Configuration > Integrations […]
Mailchimp Integration
In this guide we will cover: – Enabling Mail Campaigns – Connecting to Mailchimp – Importing Data – Creating a Campaign This integration will allow you to import the following data from Mailchimp: Audiences as Distribution Lists Audience Members as Users, and add the Users to the relevant Distribution List(s) Segments as Distribution Lists Segment […]
Twilio for WhatsApp Business Integration
In this guide we will cover: – What is the Twilio for WhatsApp Business Integration? – Enabling the Module – Configuration Options – Configure Incoming Messages – Configure Outgoing Messages – Receiving Messages – Restrict access to a WhatsApp Account – Message Attachments – Transcribing Voice Notes – Enable Halo Integrator What is the Twilio […]
Zoom Integration
In this guide we will cover: – What is the Zoom Integration? – Enabling the Zoom Module – Configuring the Integration What is the Zoom Integration? The Zoom integration can be used for call management in your Halo instance and can open the Halo call screen when answered on Zoom. Note: Zoom Phone is required […]
Ninja Systray Icon
In this guide we will cover: – Modifying Ninja Emails – Creating a Halo Email Rule Related Guides: NinjaOne Integration If you are using the Systray Icon in NinjaOne that raises tickets, this can be modified so that tickets are created in Halo. Modifying Ninja Emails In Ninja, go to Configuration > Branding > Systray […]
Using HaloDBLookupService to set up a Database Lookup for an external SQL Server Database
In version 2.109+ there is a new connection option for database lookups "External SQL DB (different network from Halo)". This connection method allows you to host a web application called "HaloDBLookupService" on your own network which can connect to your own SQL Server databases. The Halo API then connects to this Service using requests signed […]
Kaseya VSA Integration
In this guide we will cover: – What is the Kaseya VSA Integration? – Obtaining Kaseya Credentials – Authenticating the Integration – Importing Clients – Importing Assets – Import Assets and Clients Automatically – Alerting Related Guides: Kaseya VSA X Integration What is the Kaseya VSA Integration? The Kaseya VSA integration allows assets and clients to […]