Liongard Integration
This guide outlines the details required to connect your Liongard instance to HaloPSA & the subsequent options once a connection has been established. In this lesson we will cover: – What is the Liongard integration – Connecting to Liongard – Customer imports – Asset Imports -Sync customer updates to Liongard – Enable automatic imports – […]
3CX Integration Methods
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 and Enterprise) versions of 3CX Method 1 – Web Client (Pro and Enterprise versions only) This should be […]
Pax8 Integration
Refer to this video for a detailed setup of Pax8: The below details explain how to connect to Pax8, please refer to the above video for the configuration of customers, and subscriptions within Halo. Remember to enable the integration module when setting up Pax8(navigate to Configuration > Integrations >*Search for the Pax8 Integration*): To […]
Syncing Exchange Calendars using the Microsoft Graph API
In this lesson 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 lesson 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)
As of 2.146.1 Halo has an AI Module on the main configuration page, if you are on a version prior to this, you must setup the integration through the Azure OpenAI or OpenAI/ ChatGPT modules found in Configuration > Integrations (Make sure to enable the module you require). From here you can select your connection […]
Google Mail Setup (Setting up Google Application)
Setting Up A Google Mail App Login to https://console.cloud.google.com Select New Project from the Select a Project menu or Create Project from the Dashboard Give the project a name and create it. Search for and select API and Services Select Enable APIS and Services Search for Gmail API and enable the API for use. Go […]
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
A guide detailing the configuration and use of the Datto RMM integration. Pre-Requisites To use this integration, you must ensure that your NHServer application is version 13.05 or above. General Configuration To enable the Datto RMM integration in Halo, go to Configuration > Integrations, and enable the module by clicking the "+" sign. Once the […]
Sage 50 UK Integration
The Sage 50 UK (Desktop) integration has recently moved to a new application that is run locally but connects to your HaloPSA instance using the Halo API. Sage will need to be on v29 for the integration to work. It can be downloaded from https://s3.halopsa.com/HaloAccountsIntegrator.zip (or https://s3.eu-west-2.amazonaws.com/s3.nethelpdesk.com/HaloAccountsIntegratorSage50v30.zip) Setting up the Integration 1. Download the app and ensure […]
