8×8 Integration

In this guide we will cover: – What is the 8×8 Integration? – Enabling Call Management – Connecting 8×8 What is the 8×8 Integration? 8×8 can be integrated with Halo to display the call screen when a call is received from 8×8. Enabling Call Management First, we want to ensure that your Call Management module […]

LogMeIn Rescue Integration

In this guide we will cover: – What is the LogMeIn Rescue Integration? – Configuring the Integration – Channels – Sending Invites – Linking Sessions – Webhooks to send remote session data back into Halo What is the LogMeIn Rescue Integration? The LogMeIn Rescue integration can be used to remotely access devices. Users can request […]

DataImporter (Data Importer) for Custom Tables via CSV

In this guide we will cover: – Custom Table Configuration – Custom Field Configuration Download link for importer – https://s3.eu-west-2.amazonaws.com/s3.nethelpdesk.com/ftp/dataImporter.zip This executable needs to have a SQL connection for read/write to the Halo database so is only possible when you have direct database access. When it is run it will look at all of your […]

GoToAssist Remote Integration

In this guide we will cover: – What is the GoToAssist Integration? – Integration Setup – Using the Integration What is the GoToAssist Integration? The GoToAssist integration allows you to start a remote support session from a Ticket within Halo and then pull back information from the session to the ticket as an Action. The […]

IT Glue Integration

In this guide we will cover: – What is the IT Glue Integration? – Connecting Halo to IT Glue – Importing Customers – Importing Assets – Scheduling imports with the Halo Integrator – Syncing to IT Glue What is the IT Glue Integration? The IT Glue integration allows you to import customers, assets and users […]

Integrating with Sage

Installation of Sage Interface files To use Sage integration, third party integration needs to be enabled within Sage. To do this, please contact Sage and ask them for the activation key to release this (should be already included in your purchase, so free of charge). Sage Company File 1. Sage uses a file called the […]

Ingram Micro Cloud (formerly Cloud Blue/Exertis) Integration

In this guide we will cover: – What is the Ingram Micro Cloud/Ingram Integration? – Enabling the Module – Configuring the Module – Client Imports – Subscription Imports – Halo Integrator – Supported Regions Related Guides: Licences/Subscriptions Overview What is the Ingram Micro Cloud Integration? Integrating Ingram Micro with Halo will allow for Clients and […]

HubSpot Integration

In this guide we will cover: – What is the HubSpot Integration? – Connecting to HubSpot – Company Imports – Contact Imports – Product Imports – Quotation Imports – Deal Imports – Syncing to HubSpot What is the HubSpot Integration? The HubSpot integration allows you to import customers, contacts, products, quotations and deals from HubSpot […]

Salesforce Integration

In this guide we will cover: – What is the Salesforce Integration? – Creating a Managed Application – Adding CORS Exceptions – Enabling Salesforce in Halo – Access Tokens – Account Imports – Contact Imports – Opportunity Imports – Case Imports – Halo Integrator  – Syncing to Salesforce Note: This integration only functions with production […]

Azure Monitor Integration

In this guide we will cover: – What is the Azure Monitor Integration? – Connecting to Azure Monitor – Defaults and Mappings – Creating the Webhook What is the Azure Monitor Integration? The Azure Monitor integration allows webhooks to be sent from Azure Monitor to Halo and subsequently turned into tickets. Furthermore, field mappings can […]