Trustpilot Integration

In this guide we will cover: – What is the Trustpilot Integration? – Enabling the Trustpilot Integration – Configuring Trustpilot Webhooks Related Guides: Surveys What is the Trustpilot Integration? The Trustpilot integration allows for tickets to be logged in Halo when reviews are left on Trustpilot below a certain score. Note: This integration requires Trustpilot […]

Connecting Halo to BI Tools: Publish Profiles & Direct Database Access

In this guide we will cover: – Creating a Publish Profile – Adding the Report – Connecting to Postman – Connecting to Power BI – Upload Scheduled Reports to SharePoint Creating a Publish Profile On the "Availability" tab of reports there is a checkbox for publishing reports. The "Scheduled Emails" tab will eventually include a […]

SFTP CSV imports Integration

In this guide we will cover: –  What is the SFTP CSV imports Integration? – Enabling the module   – Setting up SFTP CSV imports – The Halo Integrator SFTP CSV imports Integration When a Supplier updates products on a file in a FTP sever, the SFTP CSV imports Integration connects to a SFTP Server […]

SeatGeek Integration

In this guide we will cover: – What is the SeatGeek Integration? – Enabling the Module – Generating your Client ID and Secret – Connecting SeatGeek to Halo What is the SeatGeek Integration? Avaliable from v2.234+, the SeatGeek integration allows you to import your User Change Events from SeatGeek into Halo. Multiple instances of SeatGeek […]

Zapier Integration

In this guide we will cover: – What is the Zapier Integration? – Enabling the module  – Configuring Zapier  What is the Zapier Integration? Zapier is a platform that connects with different apps in order to automate processes and workflows. The Zapier Integration allows you trigger an action in another application based on an event […]

Log Retention

In this guide we will cover: – What Logs Halo Stores and for How Long Related Guides: Backend Service Monitoring Redact Sensitive Audit Logs on a Ticket Redacting Card and Social Security Numbers (SSNs) What Logs Halo Stores and for How Long This table covers the basis of the most commonly referenced logs within the […]

Hosting your own Halo Integrator

In this guide we will cover: – Installing the Halo Integrator – Configuring the Halo Integrator – Setting up different Scheduled Tasks for your Halo Integrator – Upgrading your Halo Integrator Related Guides: Halo Integrator Active Directory Lansweeper This guide will cover how to install, setup and upgrade the 'Locally Hosted' version of the Halo […]

Opinyin Integration

In this guide we will cover:  – What is the Opinyin Integration? – Connecting to the Opinyin Service – Using the Opinyin Data in Halo Related Guides: Setting up an API Agent What is the Opinyin Integration?  Opinyin Feedback Analysis is an Agentic AI solution that gathers feedback from Halo’s native surveys*, intelligently analyses and […]

UserWay Integration

In this guide we will cover: – What is the UserWay Integration? – Enabling UserWay on the Self Service Portal – Enabling UserWay on the Agent Application  What is the UserWay Intgration? UserWay is an accessibility tool which can be integrated with Halo on the Self Service Portal and the Agent Application.  Enabling UserWay on […]

Google Maps Integration

In this guide we will cover: – What is the Google Maps Integration? – Connecting to Google Maps – Configuring the Map – Bulk Updating Data What is the Google Maps Integration? Google Maps can be integrated with Halo to show your Customers and Opportunities on a map, estimate their addresses and automatically add these […]