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Introducing ARR Milestones. When we grow, you save.

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FAQ List: Migrations, Halo Integrations, Miscellaneous

CyberCNS (Cyber CNS) Integration

Any issues with the integration will need to be sent to Cyber CNS, the below link is the integration guide created by Cyber CNS. Cyber CNS Documentation

GitHub Integration

In this guide we will cover: – What is the GitHub Integration? – Configuring GitHub What is the GitHub Integration? 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. This Integration […]

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 […]

Custom Table Import via Email and CSV – Scheduled Imports

In this guide we will cover: – What are Custom Table Imports via Email and CSV? – Prerequisites – Setting up Custom Table Imports – Troubleshooting What are Custom Table Imports via Email and CSV? This guide explains how to set up automatic custom table imports in Halo using email rules and CSV files. The […]

Shopify Integration

In this guide we will cover: – What is the Shopify Integration? – Generating a Shopify Access Token – Connecting Shopify in Halo What is the Shopify Integration? 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 […]

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: – Setting Up a SQL Import – Halo Integrator – Importing large datasets into custom tables Setting Up a SQL Import Head to Configuration > Integrations to find the "SQL Imports" module. Hover over this to ensure it is enabled – click the "+" icon if not. Fig 1. […]

Azure Key Vault Integration

In this guide we will cover: – What is the Azure Key Vault Integration? – Create tickets in Halo when keys, secrets, and certificates have new versions, nearing expiry, or have expired – Store Passwords using Azure Key Vault What is the Azure Key Vault Integration? The Azure Key Vault integration allows you to use […]