Using HaloDBLookupService to run custom integration methods on internally facing APIs
In version 2.184+ there is a new connection option for Custom Integrations to connect to internally facing APIs: This connection method allows you to host a proxy application called "HaloDBLookupService" on your own network which can access your internally facing APIs. The Halo API then connects to this Service using requests signed by a common […]
SaaSAlerts Integration
In this guide we will cover: – What is the SaaS Alerts Integration? – Link to SaaS Documentation – Solution Overview – Integration Benefits What is the SaaS Alerts Integration? The SaaS Alerts and Halo integration allows you to more easily create, organize and manage medium and critical alerts from SaaS Alerts. Link to SaaS […]
3CX Integration
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 […]
Pax8 Integration
In this guide we will cover: – What is the Pax8 Integration? – How to connect to the Pax8 integration – Customer Imports – Subscription Imports – Importing Usage-based subscriptions, Azure Consumption & Arrears data – Automatically sync customers and/or subscriptions updates – Billing for subscriptions from Pax8 Related Guides: Licences/Subscriptions Overview What is the […]
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 […]
TeamViewer Integration
In this guide we will cover: – What is the TeamViewer Integration? – Creating the TeamViewer Fields – Configuring a Site – Configuring an Asset – Use on a Ticket What is the TeamViewer Integration? The TeamViewer integration can be used to link to remote in with codes assigned to Halo sites and assets. Upon […]
Open AI Integration
In this guide we will cover: – What is the OpenAI Integration? – Connecting to OpenAI – Common Uses for OpenAI What is the OpenAI Integration? The native integration with OpenAI can be used to write responses on tickets or improve on response agent's have written themselves. It can also be integrated into your live […]
Datto RMM Integration
In this guide we will cover: – What is the Datto RMM Integration? – Connecting to Datto RMM – Configuring Asset Imports – Import assets and Customers/Sites automatically on a schedule – Remote into Assets from Halo – Alerting What is the Datto RMM Integration? Halo can be integrated with Datto RMM to have devices […]
Zabbix Integration (Alerting)
In this guide we will cover: – What is the Zabbix Integration? – Connecting Halo to Zabbix – Determine how Assets/Hosts are Imported – Import Hosts Manually – Alerting – Import/Update Assets (Hosts) on a Recurring Schedule What is the Zabbix Integration? The Zabbix integration can be used to import Hosts (and their inventory) from […]
Connectwise RMM Integration Guide
In this guide we will cover: – What is the ConnectWise RMM Integration? – Connecting Halo to ConnectWise – Site Imports – Asset Imports – Alerting – Syncing Data What is the ConnectWise RMM Integration? The ConnectWise RMM Integration can be used to connect your Halo instance to your ConnectWise asset management tool; allowing you […]