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FAQ List: Migrations, Halo Integrations, Miscellaneous

Zendesk Migration

In this guide we will cover: – What is the Zendesk Migration Tool? – Getting Zendesk Credentials – Connecting to Zendesk – Importing Data What is the Zendesk Migration Tool? The Zendesk migration tool can be used to import data from your Zendesk instance into Halo. It can import organisations (customers), users, articles, and incidents […]

ServiceNow Migration

In this guide we will cover: – What is the ServiceNow Migration Tool? – Getting Details from ServiceNow – Connecting to ServiceNow – Importing Data What is the ServiceNow Migration Tool? The ServiceNow migration tool can be used to bring over data from a ServiceNow instance into Halo. It can migrate companies and locations, users, […]

Freshdesk Migration

In this guide we will cover: – What is the Freshdesk Migration? – Generating a Freshdesk API Key – Connecting to Freshdesk – Mapping Fields – Migrating Data from Freshdesk – Migrating via the Halo Integrator – Update Previously Imported Tickets What is the Freshdesk Migration? The Freshdesk migration tool can be used to bring […]

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 […]

Shopify Integration

In this guide we will cover: – What is the Shopify Integration? – Enabling the Module – Generating a Shopify Access Token (Legacy) – Connecting Shopify using the Dev Dashboard (v2.234+) – Connecting Shopify in Halo What is the Shopify Integration? The Shopify integration will allow you to import your Shopify Customers as Contacts or […]