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 […]
Sage 50 UK Integration
In this guide we will cover: – Downloading the Application – Setting up the Integration Downloading the Application 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 […]
Zabbix Integration (Alerting)
In this guide we will cover: – Creating Mappings – Webhooks The Zabbix integration can be used to map devices and send over alert tickets to Halo via webhooks. This guide covers the setup of the integration and the configuration steps required on the Halo side. Creating Mappings Zabbix Hosts and Inventory can be imported […]
Connectwise RMM Integration Guide
In this guide we will cover: – Configuring ConnectWise RMM – Configuring Halo – Syncing Data The ConnectWise RMM Integration can be used to connect your Halo instance to your ConnectWise asset management tool; allowing you to sync sites and assets related to those sites from ConnectWise. Configuring ConnectWise RMM In ConnectWise RMM, navigate to […]
Halo Accounts Integrator Setup
In this guide we will cover: – Setting up the API Application The Halo Accounts Integrator is required to integrate with the following Accounting Software/Tools: Sage 50 UK Sage 50 Canada QuickBooks Desktop (All regions) The Halo Accounts Integrator must be run on the same network as the Accounting Software but connects to Halo using […]
Atera RMM Integration
In this guide we will cover: – What is the Atera RMM integration – Connecting to Atera – Importing Customers – Import Assets – Import Assets and Customer data automatically – Alerting What is the Atera RMM integration? This integration allows you to import customer and devices (assets) from Atera RMM into Halo, as well […]
Okta Integration
In this guide we will cover: – Creating an Token in Okta – Creating an Application in Okta – Connecting Okta in Halo – Mappings and Configuration – Configuring Okta SSO The Okta integration can be used to map Okta groups to Halo users/agents and their relevant roles, as well as allow them to log […]
Call Pop-Up for Microsoft Teams
In this guide we will cover:– Configuring Teams to Launch the Halo Call Screen This guide takes you through how to configure Microsoft Teams to launch the Halo call screen when answering inbound calls from Teams. Turn the option on in Teams Admin Centre. Voice > Calling Policies > select relevant policy/policies > “URL to open […]
PowerShell Integration
In this guide we will cover: – PowerShell Configuration – Configuring Halo with PowerShell – Triggering the Script PowerShell Configuration This section outlines the configuration that needs to be complete in your PowerShell instance to make integration with Halo possible. Script Writing First you will need to write your PowerShell scripts and make these accessible […]
Embedding your Halo Self-Service Portal into Microsoft Teams
In this guide we will cover: – Creating a Teams App This guide details how to embed your Halo Self-Service portal into Microsoft Teams. Creating a Teams App In order to embed your Halo portal in Microsoft Teams, you will need to create a Microsoft Teams app for it. There are a few steps needed […]
