Database Reporting Functions
In this guide we will cover: – What is a Database Function? – List of Database Functions – Example Report What is a Database Function? A database function is a section of text that runs a built-in SQL query when used in another query. This can be used to format a report without making your […]
Liongard Integration
This guide outlines the details required to connect your Liongard instance to HaloPSA & the subsequent options once a connection has been established. In this lesson we will cover: – What is the Liongard integration – Connecting to Liongard – Customer imports – Asset Imports -Sync customer updates to Liongard – Enable automatic imports – […]
Accounting integrations comparison
Functionality Quickbooks Online Quickbooks desktop Sage Business Cloud Sage 200 Sage 50 Sage Intacct Xero Can import Customers/Clients ✓ ✓ ✓ ✓ ✓ ✓ ✓ Two way sync of Customers/Clients ✓ ✓ ✓ ❌ ✓ ✓ ✓ Can import items ✓ ✓ ✓ ✓ ✓ ✓ ✓ Two way sync of items ✓ ✓ ✓ […]
Backing Up invoices with Data
In this lesson we will cover: – How to add a Report to a PDF Template – Filtering reports for a specific entity – Example When supplying various services to your customers such as security management, data backups, device management, remote support etc, the charge for these services may vary each month based on activity/usage that […]
Blocked HTML Content in Rich Text Editors
To ensure your safety, our system automatically blocks certain HTML elements and attributes that can potentially introduce security risks. Here's what we look for: Dangerous Elements and Keywords: Scripts and Embeds: <script>, <object>, <iframe>, <input> JavaScript Execution: javascript:, javascript&, javascript,, expression( Network Requests: xmlhttprequest, fetch( Event Handlers: oncontextmenu, onclick Cookies and Tokens: .cookie, 'cookie, "cookie, […]
On-Premise Instance to Instance Refresh
The guide will detail how you can refresh your Halo on-premise instance with that of another on-premise instance, such as a production instance to a UAT / Dev instance. Throughout this guide I will reference the two instances as below: Source: The instance you are copying from Destination: The instance you are copying to Information […]
Customer Areas
In this guide we will cover: – What are Customer Areas? – Creating a Customer Area – Restricting Customer Areas – Hiding the Default Customer Area Admin Guides: Areas Related Guides: Customer, Site and User Records Ticket/Client Areas What are Customer Areas? Available as of v2.184.1+, customer areas behave in a similar way to ticket […]
Authentication Methods for Microsoft Integrations
In this lesson we will cover: – Introduction and Best Practice – The basic setup of an App Registration – How to configure integrations with a secret – How to configure integrations with a certificate – How to configure integrations with federated credentials Related Articles Single Sign On (SSO) For Entra/CSP Users and Agents Microsoft […]
Freshdesk Migration
In this guide we will cover: – Generating a Freshdesk API Key – Connecting to Freshdesk – Mapping Fields – Migrating Data from Freshdesk The Freshdesk migration tool can be used to bring over data from your Freshdesk instance into Halo. Tickets, articles, companies and canned texts can be imported with this method via the […]
Restoring a DB Backup
This guide will show you how to restore a database backup. This guide only applies if you are running Halo yourself, on-premise. Warning You must ensure that the database backup is using a database version the same as or older than your Halo app version. You can find the database version using the below command: […]
