SaaSAlerts Integration

In this guide we will cover: – Link to SaaS Documentation – Solution Overview – Integration Benefits The SaaS Alerts and Halo integration allows you to more easily create, organize and manage medium and critical alerts from SaaS Alerts. Link to SaaS Documentation To configure the SaaS Alerts Integration, use the guide on the SaaSAlerts […]

Liongard Integration

In this guide we will cover: – What is the Liongard integration – Connecting to Liongard – Customer imports – Asset Imports  -Sync customer updates to Liongard – Enable automatic imports – Viewing Outgoing Logs What is the Liongard integration? The Liongard integration allows you to import Liongard environments in Halo as customers and import […]

Introduction to HaloITSM

In this guide we will cover: – The basics of each part of HaloITSM along with the appropriate terminologies Associated Admin Guides: Actions Agents Custom Fields  General Settings (Asset Management) General Settings (Tickets) Items & Stock Control Self Service Portal Services Service Level Agreements Statuses Views Related Guides: Actions  AI Report Builder Customer, Site and User […]

Azure Consumption Billing (via Halo CSP Integration)

In this guide we will cover: – What is Azure consumption billing? – Configuring Azure Consumption Billing – Setting up invoices to use Azure consumption data – Setting up Invoices to use Azure Reserved Instances Data Related Guides: The CSP Integration Products Pre-requisites:  You must be on v2.176 or above of Halo A Tier 1/Direct […]

Stock Locations and Bins

In this guide we will cover: – What are stock locations and Bins? – Creating stock locations and Bins – Moving/transferring stock What are stock locations and Bins? Stock locations and bins are the areas in which your stock is stored. Sites in Halo can be set to be a stock location, this location may […]

Consignment PDFs

In this guide we will cover: – How to create PDF templates for Consignments – How to set the PDF template as default Create and edit consignment PDF Templates In Configuration > Reporting > PDF Templates, select type "Consignments" on the dropdown at the top. Fig 1. Consignments type on PDF Templates The full list […]

Expenses

In this guide we will cover: – What are expenses in Halo? – Configuring Expenses – Logging Expenses – Invoicing Expenses – Expense reviews  – Tracking Expenses Important: The functionality outlined in this guide is available as of v2.182+. If you are on a version prior to this you will still be able to log […]

Credit Notes

In this guide we will cover: – What credit notes are used for – How to determine the ID of the credit note – How to raise a credit note – How to use a credit note – How to adjust credit lines – Syncing Credit Notes to accounting integrations – Voiding Credit Notes – […]

Exchange Calendars

Configuration>Calendars and Appointments>Exchange Calendars Configuration>Integrations>Exchange Calendars Guides: Calendar integration using the Microsoft Graph API Syncing Exchange Calendars(For On-Premise Web Exchange Only) Information on Calendars and Appointments Linking one Appointment to a Ticket to Link all Appointments in the Same Series Connection Method Field Type Description Microsoft Graph API Checkbox Reference the guide for more information: […]

3CX Integration Methods

In this guide we will cover: – Web Client Method – CRM Template Method – Desktop Softphone Method Halo can display incoming call pop-ups, place outgoing calls, and display the call handling screen when a call is accepted in 3CX. After recent changes by 3CX the below methods only work on Pro and Ent (Professional […]