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 […]
MYOB set up guide
MYOB set up guide Enabling the Module To enable the MYOB integration, go to Configuration > Integrations > Accounts and Payments and enable the module using the plus icon in the top right-hand corner of the MYOB icon. Once the module has been enabled, click the MYOB icon to begin configuring it. MYOB Tenants […]
MYOB set up guide
MYOB set up guide Enabling the Module To enable the MYOB integration, go to Configuration > Integrations > Accounts and Payments and enable the module using the plus icon in the top right-hand corner of the menu icon. Once the module has been enabled, click the menu icon to begin configuring it. MYOB Tenants […]
SaaSAlerts Integration
In this guide we will cover: – Link to SaaS Documentation – Solution Overview – Integration Benefits 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 Documentation To configure the SaaS Alerts Integration, use the guide on the SaaSAlerts […]
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 […]
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 […]
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 Pax8 integration? The Pax8 integration can be […]
Syncing Exchange Calendars using the Microsoft Graph API
In this guide we will cover: – 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 This guide covers how to connect to the Exchange Calendars integration using the Microsoft Graph API connection […]
TeamViewer Integration
In this guide we will cover: – Creating the TeamViewer Fields – Configuring a Site – Configuring an Asset – Use on a Ticket The TeamViewer integration can be used to link to remote in with codes assigned to Halo sites and assets. Upon clicking the button that will appear in each area, you can […]
Azure OpenAI and OpenAI Integrations (Improve Agent Responses)
In this guide we will cover: – Options for OpenAI Connections – Improve Agent Notes – Configuring your own AzureAI Models Options for OpenAI Connections In Configuration > AI, the following connection options are made available. Fig 1. OpenAI connection options. The option chosen from the AI module determines which AI Integration module is turned […]
