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 […]

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 […]

HubSpot Integration

In this guide we will cover: – What is the HubSpot Integration? – Connecting to HubSpot – Company Imports – Contact Imports – Product Imports – Quotation Imports – Deal Imports – Syncing to HubSpot What is the HubSpot Integration? The HubSpot integration allows you to import customers, contacts, products, quotations and deals from HubSpot […]

Salesforce Integration

In this guide we will cover: – What is the Salesforce Integration? – Creating a Managed Application – Adding CORS Exceptions – Enabling Salesforce in Halo – Access Tokens – Account Imports – Contact Imports – Opportunity Imports – Case Imports – Halo Integrator  – Syncing to Salesforce Note: This integration only functions with production […]

Halo Asset Discovery (Lansweeper Cloud Integration)

In this guide we will cover: – What is Halo Asset Discovery? – Requirements of the Integration – Connecting to Halo Asset Discovery – Adding Mappings – Optional Configuration – Importing Assets – Connecting to the Halo Integrator What is Halo Asset Discovery? Halo Asset Discovery is the hosted cloud version of Lansweeper, allowing import […]

Datto Commerce Integration

In this guide we will cover: – What is the Datto Commerce Integration? – Connecting to Datto Commerce – Customer Imports – Quote Imports – Sales Order Imports – Halo Integrator What is the Datto Commerce Integration? Datto Commerce can be integrated with Halo to import and view Customers, Quotations and Sales Orders from Datto […]

Azure Monitor Integration

In this guide we will cover: – What is the Azure Monitor Integration? – Connecting to Azure Monitor – Defaults and Mappings – Creating the Webhook What is the Azure Monitor Integration? The Azure Monitor integration allows webhooks to be sent from Azure Monitor to Halo and subsequently turned into tickets. Furthermore, field mappings can […]

Microsoft Power Automate Integration

In this guide we will cover: – What is the Microsoft Power Automate Integration? – Application Registration – Microsoft Power Automate Configuration – Flows – Common Issues – Trigger a Microsoft Power Automate flow using Halo Webhooks What is the Microsoft Power Automate Integration? The Microsoft Power Automate integration allows you to use Azure Power […]