Importing Data

                                                                                          In this guide we will cover: – Spreadsheet templates for imports – How to complete an import – Importing Data to Specific Fields – Finding Errors When Importing Spreadsheet templates for imports How to import data into the relevant areas of your system. Importing data via a spreadsheet allows you to create […]

Importing Opportunity Tickets

In this guide we will cover: – Importing Opportunities Created for Existing Customers – Importing Opportunities Created for New Customers (For customers not created in Halo yet) One of the ticket imports that can be done within Halo is for opportunity tickets that are regarding new clients. The opportunity import will change depending on whether […]

Introduction

HaloPSA is an expansive & feature rich system, which can make the initial set up quite the daunting task! That’s where this document comes in – this ‘Implementation Guide’ is intended to help guide you through the initial set up of HaloPSA to get you on your feet.  This guide will help you understand how […]

CRM Configuration

In this guide we will cover: – Overview on CRM Configuration – Opportunities – Quotations – Customising Quotes Admin Guides: General Settings Quotations While the CRM component of HaloPSA is important, it is not essential to an initial implementation. If you were tracking your opportunities outside of your PSA beforehand and were happy doing so, […]

Billing Configuration

In this guide we will cover: – Overview on setting up billing – Integrating your Accounts Package – Creating Stand-Alone Invoices – Creating Agreements – Recurring Invoices Associated Administrator Guides: General Settings Recurring Invoices Agreements (Contracts) As an absolute minimum, you will likely want to have Service Desk & Billing features in your instance. This will allow […]

ServiceDesk Configuration

In this guide we will cover: – An overview on the basics of setting up the service desk – Organisation Structure – Ticket Types – Service Level Agreements (SLAs) – Email Templates Associated Administrator Guides: Ticket Types Service Level Agreements Email Templates Overview This should be (almost) all you need to get up & running […]

Project Management Configuration

In this guide we will cover: – Overview in Project Management Configuration – Points to consider when setting up projects Admin Guides: Project Management – General Settings For an initial ‘baseline’ set up of HaloPSA, very little work will be needed to manage Projects. In fact, it’s not uncommon for clients to simply use Service […]

Recurring Billing Profiles (Import Recurring Invoice Lines)

In this guide we will cover: – What are Recurring Billing Profiles? – How to create a billing profile  – Importing Recurring Invoice Lines – Worked Example What are Recurring Billing Profiles?  Recurring Billing Profiles are used when importing recurring invoices lines into Halo from a csv file (spreadsheet). When importing lines each row in the […]

Customers and Importing/Migrating Data

In this guide we will cover: – Customer records – Creating a New Customer – Importing Customers Customer Records This screen provides an overview of your customer records. Customers are the organisations/companies that you support and maintain services for. From here you can search your existing customer records or create new ones. You can also […]

SQL Imports

In this guide we will cover: – How to set up and complete a SQL import – Halo Integrator – Importing large datasets into custom tables 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 […]