GitHub Integration Guide

In this guide we will cover: – Configuring GitHub Configuring GitHub The GitHub integration is essentially a webhook set up in GitHub which adds links to commits from the Change Information tab which have the body of the commit equal to the ticket ID.   What that means, is whenever the integration runs, it performs […]

Google Analytics in the Self-Service Portal

In this guide we will cover: – Setting up Google Analytics Setting up Google Analytics Google Analytics can be connected to your Halo Self Service portal, allowing you to track the traffic and user behaviour on the portal.  To set this up you will first need to obtain the measurement ID of your Google Analytics […]

Zendesk Migration

Zendesk Migration Powershell script attached – still not tested extensively. General Prerequisites Powershell version 7 Export of Zendesk Ticket data in JSON format If you only want to import closed tickets initially, you can do this by adjusting the ticket data you export from Zendesk Ticket Type Prerequisites Create a new ticket type used for […]

Custom Table Import via Email and CSV – Scheduled Imports

OverviewThis guide explains how to set up automatic custom table imports in Halo using email rules and CSV files. The process allows you to update custom tables by simply emailing CSV files to your Halo instance. Prerequisites Access to Halo configuration settings A custom table already created in Halo CSV file with data matching the […]

Shopify Integration

In this guide we will cover: – Generating a Shopify Access Token – Connecting Shopify in Halo The Shopify integration will allow you to import your Shopify Customers as Contacts or Customers in Halo. You can also import their Orders for contextual information on Tickets related to that Contact. Go to your Shopify admin centre […]

Setting Up An API Agent

In this guide we will cover: – Setting up an API Agent – Use of an API Agent API agent accounts do not take up licences, are free of charge and are used for accessing the Halo Integrator and API connections.  Setting up an API Agent To set up an API agent account, go to […]

SQL Imports

In this guide we will cover: – How to set up and complete a SQL import Head to Configuration > Integrations > SQL Imports. In here, you can add one, or multiple records (equating to the importing of different entities/from different databases). Click 'New' in the top RHS to create a new record – in, […]

Azure Key Vault Integration

In this guide we will cover: – Enabling the Runbook – Azure Key Vault Configuration The Azure Key Vault integration allows you to use Azure Key Vault in combination with Azure Event Grid to create tickets in Halo when keys, secrets, and certificates have new versions created, are nearing expiry, or have expired. To set […]