Zendesk Migration

In this guide we will cover: – What is the Zendesk Migration Tool? – Getting Zendesk Credentials – Connecting to Zendesk – Importing Data What is the Zendesk Migration Tool? The Zendesk migration tool can be used to import data from your Zendesk instance into Halo. It can import organisations (customers), users, articles, and incidents […]

ServiceNow Migration

In this guide we will cover: – What is the ServiceNow Migration Tool? – Getting Details from ServiceNow – Connecting to ServiceNow – Importing Data What is the ServiceNow Migration Tool? The ServiceNow migration tool can be used to bring over data from a ServiceNow instance into Halo. It can migrate companies and locations, users, […]

Liongard Integration

In this guide we will cover: – What is the Liongard Integration? – Connecting to Liongard – Customer imports – Asset Imports  -Sync customer updates to Liongard – Enable automatic imports – Viewing Outgoing Logs What is the Liongard Integration? The Liongard integration allows you to import Liongard environments in Halo as customers and import […]

Authentication Methods for Microsoft Integrations

In this guide we will cover: – App Registration Basic Setup – Secret Authentication – Certificate Authentication – Federated Credential Authentication Related Articles: Azure Deltas Microsoft Entra ID Integration Single Sign on (SSO) For Entra/CSP Users and Agents When setting up a Microsoft integration, there are generally a number of different permission types and authentication […]

Freshdesk Migration

In this guide we will cover: – What is the Freshdesk Migration? – Generating a Freshdesk API Key – Connecting to Freshdesk – Mapping Fields – Migrating Data from Freshdesk – Migrating via the Halo Integrator – Update Previously Imported Tickets What is the Freshdesk Migration? The Freshdesk migration tool can be used to bring […]

AI Client Profiling

In this guide we will cover: – What is AI Client Profiling? – How to configure AI client profiling What is AI Client Profiling? AI Client profiling allows you to use AI to analyse a customer's recent ticket information to formulate a summary of their recent experience. This summary will then be uploaded to the […]

Site24x7 Integration

In this guide we will cover: – What is the Site24x7 Integration? – Creating the Site24x7 Webhook – Creating Alert Tickets – Asset Matching What is the Site24x7 Integration? The Site24x7 integration can be used to automatically create alert tickets in Halo when services are considered down in Site24x7. Note: Site24x7 also has this guide on configuring […]

Azure Sentinel Webhooks

This guide only covers the setup of the webhooks required. You will need to configure Azure Sentinel before you can use your webhooks. For comprehensive setup of the integration (including webhooks) checkout: Azure Sentinel Integration. In this guide we will cover: – Creating a Logic App in Microsoft Azure – Sentinel Automation Rules – Troubleshooting your […]

3CX Integration Methods

In this guide we will cover: – Web Client Method – CRM Template Method – Desktop Softphone Method Halo can display incoming call pop-ups, place outgoing calls, and display the call handling screen when a call is accepted in 3CX. After recent changes by 3CX the below methods only work on Pro and Ent (Professional […]

Syncing Exchange Calendars using the Microsoft Graph API

In this guide we will cover: – What is the Exchange Integration? – How to connect to the Exchange Calendars integration – Immutable IDs and Webhooks – Importing Existing Calendar Entries – Inbound and Outbound Requests Tab  – Using Exchange Calendar – Common errors What is the Exchange Integration? Halo can sync appointments with your […]