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The unified Service Management solution, redefined for Enterprises demanding best-in-class results.
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Intuitive, all-inclusive PSA solution, built to transform and modernise the delivery of managed IT services.
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Let your customers help themselves.
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Manage data for actionable insights.
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Leverage workflows, AI and Chatbots.
What's new at Halo
Visit Content Hub >
Halo Announces Integration of AT&T and Datagate into PSA Platform
Read more >
Swissport’s Centralised AWS Alarm Management with HaloITSM Integration
Read more >
What You Missed at ORBIT24 – HaloPSA Unveils Four Groundbreaking Innovations to Empower MSPs
Read more >
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Connect to any third-party API.
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Set up, create, and oversee events in Halo.
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Platform
✦ Artificial Intelligence
IT Service Management
Enterprise Service Management
Customer Service Management
Project Management
Sales & Marketing
Asset Management
IT Operations Management
Analytics
Billing
Software
The unified Service Management solution, redefined for Enterprises demanding best-in-class results.
Intuitive, all-inclusive PSA solution, built to transform and modernise the delivery of managed IT services.
Unify customer-facing teams to boost leads, conversions and customer service with the all-in-one CRM.
Solutions
By Use
IT Service
Enterprise Service
Telecomms
HR Service
Customer Service
Cloud Solutions
Facilities
MSPs
More >
By Sector
Public Sector
Healthcare
Retail & Commerce
Education
Financial Services
Software
More >
Resources
Customers
Customer Stories
Content Hub
Referral Program
Company
The Halo Way
Careers
Contact Us
Find a Partner
Become a Partner
Integrations
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Book Demo
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HaloCRM Guides
Getting Started
Getting Started
Agent Availability
Departments and Teams in HaloCRM
HaloCRM Agents
Importing Data Into HaloCRM
Organisation Basics
Setting Up Multi-Brand In HaloCRM
Personalisation and Branding
Agent Ticket Views
Application Colour and Theme
Customising Your Self-Service Portal
Multiple New Portals with different branding for one customer [Hosted]
Multiple Portals with Different Branding in HaloCRM (Hosted)
Adding Agent Signatures
Processes
Action Button Configuration
Canned Text vs Email Templates: What’s The Difference?
Creating A Knowledge Base To Reduce Enquiries
Creating A New Form
Enabling Contact Closure Confirmation
Enabling The Interactions Stream On Tickets
How To Make Actions Internal Only
How To Set Up Notifications
Keeping Track Of Feedback Using Surveys
Macros Explained
Making Use Of Canned Text and $ Variables
Remote Support
Suppliers & Vendors
Ticket Rules
Ticket Statuses
Using HaloDBLookupService to set up a Database Lookup for an external SQL Server Database
Using Parent And Child Tickets
Using SLAs and Priorities On Halo
Workflows
Channels
Chat
ChatGPT Integration
Internal Conversations In Halo
Live Chat Functionality
Email
Applying Rules To Incoming Emails
Azure Mail Integration (Azure Mailbox Scan Method)
Azure Mail Integration (Webhook Method Included)
Date Formatting on Email Templates Using $-variables
Google Mail Using SMTP error- The SMTP server requires a secure connection or the client was not authenticated.
Mail Campaigns
Setting Up Email Templates
Setting Up Emails In HaloCRM
SMS
SMS Set Up
Self Service Portal & Web
Customising Your Self-Service Portal
Embedding A Form Onto Your Website
Social Media
Facebook Integration
Locate your Facebook Business Manager ID (FB BM ID)
Telephony
3CX Integration Methods
8×8 Integration
Bvoip Integration
Call Pop-Up for Microsoft Teams
GoIntegrator Integration
IPECS Integration
RingCentral Integration
Setting Up Call Functionality In Halo
Zoom Integration
Workspace
Agent Availability
Agent Ticket Views
Customising your Ticket View
Halo In-App Dashboard
Languages in Halo
Navigating The Reporting Suite
Report Builder
Ticket Areas
Time Management Functionality In HaloCRM
Using Your Halo Calendar
Training Guides
A Walkthrough Of Working On A Ticket
Canned Text vs Email Templates: What’s The Difference?
Creating A Knowledge Base To Reduce Enquiries
Creating Appointments In Halo
Customising your Ticket View
Following Tickets
Internal Conversations In Halo
Making Use Of Canned Text and $ Variables
Merging And Linking Tickets
My Account
Navigating The Customers/Contacts Modules
Pop-Up Notes For Customers & Contacts
Self Service Portal Features
The Activity Feed
Using “Drag and Drop”
Using Parent And Child Tickets
Adding Agent Signatures
Integrations
3CX Integration Methods
8×8 Integration
ADFS Integration
AnyDesk Integration
Atera RMM Integration
Auvik Integration
Azure Automation Integration
Azure DevOps Integration
Azure Monitor Integration
Azure Sentinel Integration
Azure Sentinel Webhooks
Beyond Trust Integration
Bvoip Integration
Call Pop-Up for Microsoft Teams
Centrify Integration
ChatGPT Integration
Cisco Meraki Integration
Connecting Through the API
ConnectWise Automate Integration
Creating a New Application for API Connections
Custom Integrations/Runbooks
Dataimporter (Data Importer) for custom tables via csv
Datto Commerce Integration
Datto RMM Integration
Domotz Integration
Dynamics 365 CRM Integration
Dynamics Business Central Integration
Embedding your Halo Self-Service Portal into Microsoft Teams
Etilize Integration
Fortnox Integration
Freshdesk Migration
GoIntegrator Integration
Google Calendar Integration
Google Mail Setup (Setting up Google Application)
Google Workspace Integration
GoToAssist Remote Integration
Halo Accounts Integrator Setup
Halo Integrator
HaloITSM Integration
HubSpot Integration
Intune Integration
IT Glue Integration
Iterative Runbooks
Jamf Integration
Jira Integration
Kaseya VSA Integration
Lansweeper Integration
Liongard Integration
LogMeIn Rescue Integration
Mailchimp Integration
Microsoft CSP Integration
Microsoft Entra ID Integration (Formerly: Azure Active Directory)
Microsoft Teams Integration
Microsoft TeamsBot
N-able N-central Integration
N-able N-Sight RMM Integration
N-Able Passportal Integration
N-able Take Control Integration
Ninja Systray Icon
Okta Integration
PagerDuty Integration
Pax8 Integration
PowerShell Integration
PRTG Integration
Quickbooks Desktop Integration
QuickBooks Online Integration
RingCentral Integration
Sage 200 Integration
Sage 50 Canada Integration
Sage 50 UK Integration
Sage Canada 2023
Sage Intacct Integration
Salesforce Integration
ScalePad Integration
SCCM Integration
SCOM Integration
Sending Requests Across 2 Instances
ServiceNow Integration
ServiceNow Webhooks
Shopify Integration
Slack Integration
Snow Integration
SolarWinds Orion Integration
Splunk Integration
SQL Imports
Stripe Integration
Syncing Exchange Calendars using the Microsoft Graph API
TeamViewer Integration
Twilio for SMS Integration
Twilio for WhatsApp Business Integration
Using HaloDBLookupService to set up a Database Lookup for an external SQL Server Database
Xero Integration
Zoom Integration
Setting Up An API Agent
Reporting
A Quick Guide to Scheduling Reports
Adding a page break (page-break) in the HTML for PDF documents (IronPDF)
Adding Dashboards to Custom Tabs
AI Report Builder
Charts and Graphs in Reports
Configuring Custom Appearances in Reports (using HTML)
Consignment PDFs
Creating a Report From an Action
Dashboard Publishing Guide
Direct SQL Connection Deprecation
Halo In-App Dashboard
How to Restrict Users Access to Reports
Keeping Track of Feedback
Report Builder
Report filters in the URI parameters for report links
Reports and Scheduling
Restricting Agent Reporting Access
SDI Reports
The Report Screen Explained
Security
Blocked HTML Content in Rich Text Editors
CORS Policy on Halo API
CVE-2023-44487 – HTTP/2 Rapid Reset Attack and the Halo Hosted Platform
CVE-2023-4863
CVE-2024-6200 – Stored Cross-Site Scripting in Tickets
CVE-2024-6201 – Emailing Template Injection
CVE-2024-6202 – SAML XML Signature Wrapping (XSW)
CVE-2024-6203 – Password Reset Poisoning
Data Storage And Security
Enable HTTP strict transport security (HSTS)
Enabling Reference Tokens
Enabling Secure Cookies in the Web Application
How are user passwords stored?
Http to Https redirect in web app
IP Addresses for Whitelisting
Protect token signing keys with a certificate
Read-only connection for reports
Rolling back versions v2.45 and above to versions below v2.45
Setting up Two Factor Authentication
X.509 for encryption
Advanced Administration
Access Control- An Overview
Action Button Configuration
Agent Check In
Applying Rules To Incoming Emails
Azure Mail Integration (Webhook Method Included)
Configuring PDF Templates
Connecting Through the API
Creating A Knowledge Base To Reduce Enquiries
Creating A New Form
Custom Fields – Field Types
Enabling The Interactions Stream On Tickets
Forwarding Agent Emails To Your Halo Mailbox
Internal Conversations In Halo
Macros Explained
Microsoft’s Deprecation of Basic Authentication
Remote Support
Sending Requests Across 2 Instances
Syncing Tickets Between Instances
Ticket Rules
Ticket Statuses
Using SLAs and Priorities On Halo
Workflows
Frequently Asked Questions (FAQs)
Data Storage And Security
Fair Use Policy
How are user passwords stored?
Setting up Two Factor Authentication
Troubleshooting Issues with CNAME DNS Records
Understanding Halo Web-App Software Releases
Administrator Guides
AI
Agent Analyst for Technician Operations & Team Leaders
AI
AI – Article Creation
AI Article Creation
AI Emotion Detection
Azure OpenAI and OpenAI Integrations (Improve Agent Responses)
Configuring the Azure OpenAI Connections for AI Driven Ticket Matching
Improve search using AI
Leveraging AI in Halo
Advanced Settings
Advanced Settings
Custom Table Import via Email and CSV – Scheduled Imports
Security & Performance
Using Dollar ($) Variables Parameters
Agreements
Agreements (Contracts)
Asset Management
Asset Fields
Asset Groups
Asset Relationships
Asset Statuses
Asset Templates
Asset Types
General Settings
Resource Booking
Software Licensing
User – Asset Relationships
Billing
Accounts Codes
Billing Templates
Charge Types
Contract (Agreement) Types
Expenses
General Settings
Pre-Pay
Recurring Billing Profiles
Recurring Invoices
Surcharges
Tax Rates
Tax Rules
Calendars & Appointments
Appointment Types
Exchange Calendars
General Settings
Resource Booking
Call Management
Call Scripts
General Settings
Custom Objects
Custom Buttons
Custom Fields
Custom Table Import via Email and CSV – Scheduled Imports
Custom Tables
Custom Tabs
Document Management
Document Management
Email
Custom Table Import via Email and CSV – Scheduled Imports
Email (General Settings)
Email Rules
Email Templates
Formatted Emails
Mailbox Setup
SMS Settings
Items & Stock Control
Items & Stock Control
Knowledge Base
Knowledge Base
Language
Language
Live Chat
Chat
Chat Profiles
Notifications
General Settings
Notification Templates
Notifications
On-Premise Guides
Changing your Halo URLs
Checking your DB Size
Enabling Reference Tokens
On-Premise Instance to Instance Refresh
Restoring a DB Backup
Organisation
Departments
Details
Organisation
Organisational Chart
Settings
Project Management
Budgets
General Settings
Purchase Orders
Purchase Orders
Quotations
Quotations
Remote Support
General Settings
Reporting
CSV Templates
Dashboards
General Settings
PDF Templates
Sales
Actions
Canned Text
Categorisation
General Settings
Opportunity Types
Rules
Sales Mailboxes
Sales Views
Statuses
Templates
Ticket Types
Time Management
Workflows
Sales Orders
Sales Orders
Self Service Portal
Self Service Portal
Service Catalogue
Services
Service Level Agreements
General Settings
Service Level Agreements
Workdays
Software Releases
Software Releases
Supplier Agreements
Supplier Agreements
Suppliers
Suppliers
System Override Diagrams
Mailbox Overrides
Message Group Overrides
SLA Overrides
Teams & Agents
Agents
Holiday Management
Qualification Matching
Roles
Statuses
Teams
Workdays
Tickets
Actions
Approval Processes
Areas
Automated Tickets
Call Scripts
Canned Text
Categorisation
Change Management
Field Groups
General Settings
Performing Ticket Approvals via API
Problem Management
Rules
Scheduled Tickets
Service Level Agreements
Statuses
Surveys
Templates
Ticket Link Types
Ticket Types
Time Management
Views
Workflows
Time Management
Time Management
Users
Country/Region Codes
Customer Relationships
Customer Types
General Settings
Site Contact Types
Site Fields
User Roles
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