Importing Additional Fields via CSV
In this guide we will cover: – How to find the API Name of a field – Worked Example – Including the Reference in Client Imports Halo provides a series of example import sheets that can be used to import your data from a spreadsheet. However, you may find the need to import/bulk update extra […]
Asset Import – CSV/XLS/Spreadsheet Method
In this guide we will cover: – How to Import Assets using CSV/XLS/Spreadsheet Method – Importing Asset fields and Custom Asset fields – Finding Errors When Importing – Limiting Rows Admin Guides: Asset General Settings How to Import Assets using CSV/XLS/Spreadsheet Method This guide covers how to import assets using the Assets Sample Spreadsheet. This […]
Implementation Checklist (In Order)
More detailed documentation for each step of this guide can be found in the HaloPSA Academy or by following the links to our guides page. Your requirements may vary but this shows the setup required to set up most of the key areas of HaloPSA. Import Clients from billing tool if applicable (Xero/QBO/Sage), or CSV if […]
Configuration Change Tracking and Instance Pipeline Management
Overview This comprehensive guide covers configuration management in Halo, including: Enabling and tracking configuration changes Managing changes between UAT and Production environments Rolling back changes when needed Synchronizing instances Pipeline Discipline: Essential Knowledge (critical rules for pushing changes safely) Importing and exporting configurations Getting Started: Enabling Configuration Tracking Before using configuration tracking features: Navigate to […]