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: – 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 […]

Google Mail Setup (Setting up Google Application)

In this guide we will cover: – Setting up a Google Mail App – Create Credentials – Setting up Halo Setting up a Google Mail App Prior to setup it is important to note in order to connect your Google mailbox to Halo the mailbox will need a dedicated (Google) licence (unlike M365). This is […]

ChatGPT Integration

The native integration with ChatGPT 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 chat to respond to a customer, taking the customer's given context into account.  Additionally, ChatGPT's use can be extended into further use using the 'custom integration' […]

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 […]