Integrations
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FAQ List: Project Management

HubSpot Integration

In this guide we will cover: – What is the HubSpot Integration? – Connecting to HubSpot – Company Imports – Contact Imports – Product Imports – Quotation Imports – Deal Imports – Syncing to HubSpot What is the HubSpot Integration? The HubSpot integration allows you to import customers, contacts, products, quotations and deals from HubSpot […]

Salesforce Integration

In this guide we will cover: – What is the Salesforce Integration? – Creating a Managed Application – Adding CORS Exceptions – Enabling Salesforce in Halo – Access Tokens – Imports – Field Mappings – Syncing to Salesforce Note: This integration only functions with production instances of Salesforce. Trials and sandbox environments cannot be connected. […]

Dynamics 365 CRM Integration

In this guide we will cover: – What is the Dynamics 365 CRM Integration? – Registering an Azure Application – Enabling the Integration – Account and Contact Imports – Custom Table Syncs – Halo Integrator – Multi-Tenancy What is the Dynamics 365 CRM Integration? Microsoft Dynamics 365 CRM can be integrated with Halo to import […]

Jira Software Integration

In this guide we will cover: – What is the Jira Integration? – Pre-requisites-Jira side – Connecting Halo to Jira – Pre-requisites-Jira side – Syncing To Jira – Manually linking a ticket to an existing Jira issue – Send a Ticket to Jira – Managing linked issues – Syncing Updates back to Halo – Monitoring […]

Azure DevOps Integration

In this guide we will cover: – What is the Azure DevOps Integration? – Connecting to DevOps – Syncing between DevOps and Halo – Halo Configuration Options What is the Azure DevOps Integration? The Azure DevOps integration allows you to sync tickets from Halo to work items in Azure DevOps and vice versa. This includes […]