MYOB set up guide
MYOB set up guide Enabling the Module To enable the MYOB integration, go to Configuration > Integrations > Accounts and Payments and enable the module using the plus icon in the top right-hand corner of the MYOB icon. Once the module has been enabled, click the MYOB icon to begin configuring it. MYOB Tenants […]
Pax8 Integration
In this guide we will cover: What is the Pax8 integration? How to connect to the Pax8 integration Customer Imports Subscription Imports Importing Usage-based subscriptions, Azure Consumption & Arrears data Automatically sync customers and/or subscriptions updates Billing for subscriptions from Pax8 Related Guides: Licences/Subscriptions Overview What is the Pax8 integration? The Pax8 integration can be […]
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 […]
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 […]
Zomentum Integration
The Zomentum integration was developed by Zomentum so the documentation is produced by them and can be found via the link below. https://help.zomentum.com/support/solutions/articles/44002400466-halo-psa-integration
ALSO Integration MFA issue
The below is taken from ALSO support documentation Create a Separate User Account for API API users must be created separately; a normal user account cannot be used for this purpose. The first step is for you to create an API user in the format api.user@domain.com. Replace the part in bold with your company's domain. The rest […]
Super Ops RMM Integration
Halo has an integration with SuperOps RMM. The guide below goes through how to connect with Halo and how to sync asset types, etc and there is also a video attached to the written guide. Integrating HaloPSA with SuperOps.ai.
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.
