HubSpot Integration

In this guide we will cover: – Enabling the HubSpot Integration – Connecting to HubSpot – Configuring the Integration A HubSpot account can be connected to Halo via the HubSpot integration, and this allows for two-way syncing of Companies and Contacts. Enabling the HubSpot Integration In Configuration > Integrations > CRM and Project Management, hover […]

Salesforce Integration

In this guide we will cover: – Creating a Managed Application – Adding CORS Exceptions – Enabling Salesforce in Halo – Access Tokens – Imports – Field Mappings – Syncing to Salesforce Creating a Managed Application Before making any configuration changes in Halo, there are some required configuration steps that must be completed in Salesforce. […]

Dynamics 365 CRM Integration

In this guide we will cover: – Registering an Azure Application – Enabling the Integration – Account and Contact Imports – Custom Table Syncs – Halo Integrator – Multi-Tenancy (as of v2.182.1+) Registering an Azure Application To use the Dynamics 365 CRM integration, you are required to register an application in your Azure portal. To […]

Jira Integration

In this guide we will cover: – Jira Configuration – Halo Configuration – Syncing to Jira Related Guides: Jira Service Management Integration Jira Configuration This section details the configuration that must be carried out in your Jira instance to make the integration work.  Projects You must ensure that you have a project setup in Jira […]

Azure DevOps Integration

In this guide we will cover: – Connecting to DevOps – Syncing between DevOps and Halo – Halo Configuration Options The Azure DevOps integration allows you to sync tickets from Halo to work items in Azure DevOps and vice versa. This includes ticket/work item creation as well as updates to various fields. Connecting to DevOps […]

VCIO Toolbox Integration

VCIO Documentation.