Using HaloDBLookupService to set up a Database Lookup for an external SQL Server Database
In version 2.109+ there is a new connection option for DatabaseLookups "External SQL DB (different network from Halo)". This connection method allows you to host a web application called "HaloDBLookupService" on your own network which can not to your own SQL Server databases. The Halo API then connects to this Service using requests signed by […]
Using Publish Profiles to Send Report Data to BI Tools
In this guide we will cover: – Creating a Publish Profile – Adding the Report – Connecting to Postman (Bearer and Basic Auth Method) – Connecting to Power BI 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 section […]
Halo Integrator
Overview The Halo Integrator is a separate application that executes scheduled integration imports. As new integrations are developed for the Halo Web Application, they become available in the Halo Integrator. Halo provides hosting for hosted customers only. The Halo Integrator Module Access the Halo Integrator module via Configuration > Integrations > Halo Integrator. Here you […]
Lookups
In this guide we will cover: – What is a lookup? – How to create a lookup What are Lookups? Lookups use SQL scripts to populate fields with information that already exists in your database. For example you could have user's contact details fields populate automatically on a ticket once their first and last name […]
