SharePoint Integration

In this guide we will cover: – What is the SharePoint Integration? – Enabling the SharePoint Module – Creating folders in Document Management  – Connecting SharePoint – Configuring Mappings – Using the Integration Admin Guides: Document Management Related Guides: Document Management Area  Document Management for Customers, Sites and Users What is the SharePoint Integration? The […]

Embedding The Self-Service Portal within MS Teams with SSO

This guide is now deprecated. The up to date guide on how to embed your Halo portal into MS Teams with SSO (automatic sign in) can be found here. This guide will explain how to embed your self service portal within teams and allow for automatic sign in with SSO. Prerequisites You need to have […]

Triggering Automation Policies in RMM via Halo

In this guide we will cover: – How to Trigger Automation Policies in NinjaOne – How to Trigger Automation Policies in N-Central  Custom Integration Runbooks in Halo can be leveraged to allow you to trigger Automation Policies in RMM tools from Halo. In this guide we outline how to set this up for NinjaOne and […]

AI Emotion Detection (Old functionality)

In this guide we will cover: – Configuring AI Emotion Detection – Using it on a Ticket Note: Additional runbook setup is NOT required to use the AI emotion detection functionality. See our guide here on how to use/set up this functionality. This guide will cover how the runbook for the emotion detection functionality can […]

Splunk Integration

In this guide we will cover: – What is the Splunk Integration? – Configuring and Integrating Splunk alerts – Viewing Alerts from Splunk What is the Splunk Integration? The Splunk integration allows alerts in Splunk to automatically log tickets in Halo each time the alert is triggered, allowing technicians to be alerted to and manage […]

Quoter Integration

In this guide we will cover: – What is the Quoter Integration? – Quoter's Method – Halo Method – Extra: For When both Quoter and Halo are Integrated with Xero Important: There are two integrations available for Quoter, one built by Halo and one built by Quoter. If your opportunity/sales process is achieved via Quoter, use […]

SolarWinds Orion Integration

In this guide we will cover: – What SolarWinds Orion Integration? – Prerequisites – Configuring the Integration – Receiving Alerts – Updating Alerts in SolarWinds Orion Related Guides: Halo Integrator What SolarWinds Orion Integration? SolarWinds Orion can be integrated with Halo to create alert tickets that can be assigned to a certain agent and team, […]

Twilio for SMS Integration

In this guide we will cover: – What is the Twilio for SMS Integration? – Connecting Twilio – Incoming SMS – Outgoing SMS – Call Notifications What is the Twilio for SMS Integration? The Twilio for SMS integration can be used to have SMS messages sent to Twilio numbers log tickets in Halo. It also […]

Adobe Acrobat Sign Integration

In this guide we will cover: – What is the Adobe Acrobat Sign Integration? – Connecting Halo to Adobe Acrobat Sign – Sending Quotes Back into Halo – Signing a Quote in Adobe Acrobat Sign What is the Adobe Acrobat Sign Integration? The Adobe Acrobat Sign Integration can be used for signing quotations created in […]

SCOM Integration

In this guide we will cover: – What is the SCOM Integration? – Enabling the Integration – SCOM Configuration – Halo Configuration – Resolving Alerts in SCOM Related Guides: Email Rules SCCM Integration What is the SCOM Integration? SCOM can be integrated with Halo to create and resolve alerts. Enabling the Integration To enable the […]