Datadog Integration

In this guide we will cover: – What is the Datadog Integration? – Connecting to Datadog – Creating an Authorisation Application – Additional Configuration for Security Alerts – Default Ticket Type and End User – Creating the Webhooks – Triggering Webhooks for Monitoring Alerts – Triggering Webhooks for Security Alerts – Customise the Created Alert […]

Quickbooks Online with Combined Tax Rates (GST/PST/HST)

HaloPSA does not import the Tax Rates for combined Tax Rates as the concept does not yet exist. To work around this you can create a Tax Rate manually that represents this and set the Tax Rate to one of the Combined Tax Rates and the Tax Code to the Combined Tax Code as below.

Integrating Tech Data Reseller (Hardware data) with the Etilize Catalogue

In this guide we will cover: – What is the Tech Data Reseller Integration? – Setting up the Tech Data Reseller Module – Connecting Tech Data with Etilize – Adding Etilize Items to Quotations What is the Tech Data Reseller Integration? Tech Data Reseller can be integrated with Halo to browse up-to-date catalogue prices. Setting […]

Confluence Integration

In this guide we will cover: – What is the Confluence Integration? – Connecting to Confluence – Using the Integration – Viewing Confluence Articles in the Portal What is the Confluence Integration? The Confluence integration is used to import and update knowledge base articles from Confluence into Halo. Allowing you to use the formatting tools […]

Sage 50 Canada Integration

In this guide we will cover: – Downloading the Application – Setting up the Integration Downloading the Application The Sage 50 Canada Desktop integration has recently moved to a new application that is run locally but connects to your Halo instance using the Halo API. It can be downloaded from https://s3.halopsa.com/HaloAccountsIntegrator.zip Setting up the Integration […]

Datagate Integration

The integration is configured mainly within Datagate. HaloPSA Integration with Datagate All tax is handled on the Datagate side. Read this document for an overview of how to configure the Halo integration. If you have any questions, don’t hesitate to contact the Services Team. 🚨 Important Note: Please contact Datagate Support via email support@datagate-i.com, for guidance on […]

ServiceNow Webhooks

In this guide we will cover: – How to set up Webhooks used with the ServiceNow integration ServiceNow webhooks allow you to have tickets in Halo create automatically when incidents, change requests, service requests, change requests and problem tickets are raised in ServiceNow. They also allow work notes and additional comments added to the tickets […]

RingCentral Integration

In this guide we will cover: – What is the RingCentral Integration? – Enabling Call Management  – Connecting RingCentral What is the RingCentral Integration? RingCentral can be integrated with Halo to display the call screen when a call is received from RingCentral. Enabling Call Management First, ensure that your Call Management module is enabled. Head […]

Dynatrace Integration

In this guide we will cover: – What is the Dynatrace Integration? – Connecting to Dynatrace – Site Mappings – Host and Service Imports – Alerting What is the Dynatrace Integration? The Dynatrace integration can be integrated with your Halo to allow the import of hosts and services, as well as for tickets to be […]

AI Azure Translator

In this guide we will cover: – Enabling Azure AI Translator – Configuring Azure AI Translator – Using Translations on a Ticket – User Translations in the Self-Service Portal – Translations in the Live Chat – Language Pack AI Translations – Action Toggles The Azure Translator integration allows you to instantly translate notes from users or […]