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HaloPSA
PSA Features
Overview
Service Desk
Sales & CRM
Self-Service Portal
Reporting & Analytics
Contract Management
Billing & Invoices
Stock Management
Project Management
Billable Time Tracking
PSA Solutions
Managed Service Providers
Telecommunications
Cloud Solution Providers
Consultancy Firms
Software Companies
Business Owners
Customer Experience
Sales Management
Project Management
Resources
Pricing
Guides
Roadmap
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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
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Swissport’s Centralised AWS Alarm Management with HaloITSM Integration
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What You Missed at ORBIT24 – HaloPSA Unveils Four Groundbreaking Innovations to Empower MSPs
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HaloITSM and DXC Technology announce alliance to offer low-code, AI-driven Service Management solutions to Enterprise-grade organisations
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Products
Software
HaloITSM
The unified Service Management solution, redefined for Enterprises demanding best-in-class results.
HaloPSA
Intuitive, all-inclusive PSA solution, built to transform and modernise the delivery of managed IT services.
HaloCRM
Unify customer-facing teams to boost leads, conversions and customer service with the all-in-one CRM.
Solutions
By Use
IT Service
Enterprise Service
Telecommunications
HR Service
Customer Service
Cloud Solutions
Facilities
MSPs
Consultancy Firms
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
Partner
Find a Partner
Become a Partner
Referral Program
Integrations
Pricing
PSA Features
Overview
Service Desk
Sales & CRM
Self-Service
Reporting
Contracts
Billing & Invoices
Stock
Projects
Time Tracking
PSA Solutions
Managed Service Providers
Telecommunications
Cloud Solution Providers
Consultancy Firms
Software Companies
Business Owners
Customer Experience
Sales Management
Project Management
Resources
Pricing
Guides
Roadmap
Integrations
Compare PSA Software
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
Become a Partner
Integrations
Pricing
Start a Trial
Book Demo
Book Demo
Start Trial
HaloPSA Guides
An Introduction to HaloPSA
Changing your Halo URL
Introduction to Halo Documentation
Introduction to HaloPSA
IP Addresses for Whitelisting
Release Notes
Step-by-Step Configuration Walk Through
Terminology
Understanding Halo Web-App Software Releases
HaloPSA Academy
Asset Management
Asset Views/ Fields
Asset Fields
Asset Views
Importing Assets
Asset Import – CSV/XLS/Spreadsheet Method
Linking Assets Throughout Halo
Linking Assets
Linking Products to Assets
Managing Assets In Halo
Asset Management
Asset Template Creation
Asset Types/Groups
Asset Views
Assets Vs Items
Device Change History
Event Management
Iframe Custom Tabs on Asset’s
Introduction
LapSafe Integration
Restricting Asset Access
Software Licensing
The Asset Catalogue
RMM Integrations
Addigy Integration
Atera RMM Integration
Auvik Integration
ConnectWise Automate Integration
Connectwise RMM Integration Guide
Datadog integration
Datto RMM Integration
General Procedure for Integrating with an RMM
N-able N-central Integration
N-able N-Sight RMM Integration
Ninja Systray Icon
NinjaOne Integration
PRTG Integration
SCOM Integration
SolarWinds Orion Integration
Splunk Integration
Super Ops RMM Integration
Triggering Automation Policies in RMM via HaloPSA
Automations in Halo (Custom and Native)
Custom Integrations and Runbooks
1. Runbooks – Authorising API Access into Your Own Halo Instance
Creating Report Data Within a Runbook (Matching and Merging to Existing Alert Tickets)
Custom Integrations/Runbooks
Filtering responses via the ‘datesearch’ query parameter
Iterative Runbooks
Runbook: Append a Recurring Invoice from Sales Order lines
Runbook: Update Status of Child Tickets
Runbook: Update the Estimated Time Based on the Category Chosen
Setting Up An API Agent
Triggering Automation Policies in RMM via HaloPSA
Webhook To Trigger a Runbook
Billing
Accounts Integrations
Adding Extra Webhook Endpoints in Stripe for more dynamic Payment Syncing
Avalara Integration
Dynamics Business Central Integration
Exact Online Integration
Fortnox Integration
GoCardless Integration
Halo Accounts Integrator Setup
Quickbooks Desktop Integration
QuickBooks Invoice ID Blank
QuickBooks Online Integration
Sage 200 Integration
Sage 50 Canada Integration
Sage 50 UK Integration
Sage Canada 2023
Sage Intacct Integration
Sage50 Canada Integration (Beta Release)
SnelStart
Stripe Integration
Billing Rules & Agreements
Automated Tickets – Next Call Date
Billing – Agreement Multiplier
Billing Rules (Formerly Billing Plan Combinations)
Billing Templates
Contract/Agreement Rules
Creating an Agreement/Recurring Invoice for a customer
Example All You Can Eat Agreement Client
Example Combination Client
Example Pay As You Go Client
Example PrePay Client
Signing Contracts/Agreements
Charge Types and Surcharges
Charge Type Overrides Explained
Charge Types
Expenses
Surcharges
Importing Agreements, Bulk Update Billing Rules
Bulk Applying Billing Rules
Invoicing
Customising Invoice lines for a Project
Embed XML Attachments to Invoice PDFs
Group Invoice Lines by Product Group
Grouping Invoice Lines
Invoicing in Halo Explained
Ready For Invoicing
Sending Invoices
Set which Agents can adjust the Billing Time and Recalculation of Billing on Tickets
Tax Rules
Using QR Codes on PDF Templates
Labour Billing
Awaiting Review/Ticket Review Processing
Issuing Products
Tracking Travel Time and Time On-Site
Pre-Pay
Pre-Pay
Recurring Invoices
Automatic Percentage Increase on Recurring invoices
Automating Percentage Increase of Invoices
Automating Prices in Recurring Invoices
Automating Quantities in Recurring Invoices
Calculating Asset Quantities from SQL Query
Creating an Agreement/Recurring Invoice for a customer
Creating Import Profiles for Importing Recurring Invoice Lines
Creation Periods in Recurring Invoices
Custom SQL Query for Licence/ Subscription Count on Recurring Invoice Lines
Grouping Invoice Lines
Managing a Recurring Invoice’s Lines Quantity, Price and Cost for Subscriptions
Managing Recurring Invoices/ Recurring Invoice Lines
Meter Billing
Populating Invoice Lines from $-Variables
Pro Rata/Pro Rating on Recurring Invoices
Recurring Invoices
Clients, Sites & Users
Imports and User Integrations
Active Directory Integration (LDAP)
Azure Deltas
Centrify Integration
Customers and Importing/ Migrating Data
Google Workspace Integration
Microsoft CSP Integration
Microsoft Entra ID Integration (Formerly: Azure Active Directory)
Okta Integration
SAML 2.0
Single Sign On (SSO) For Entra/CSP Users and Agents
Top Levels, Clients, Sites & Users
Customer Relationships Setup
Customer, Site and User Records
Customers and Importing/ Migrating Data
Document Management for Customers, Sites and Users
How To Onboard New Customers
Important Users/Customers
Managing Multiple End User Portals
Pop-Up Notes For Customers & Contacts
Search Tools in Halo
Sites
Sort Client Level Tickets Tab by Ticket Area
Ticket/Client Areas
Top Levels
User Management
Users
Using CRM Notes
Custom Objects
Custom Buttons
Custom Buttons
Custom Fields
$-Variables (Dollar Sign Variables)
Custom Fields
Dynamic SQL – Custom Fields
Dynamic SQL Lookup Fields
Lookups
Password Custom Fields and Storing Passwords for Customers
Custom Tables
Custom Table Examples
Custom Table Import via Email and CSV – Scheduled Imports
Custom Tables
Custom Tabs
Adding Dashboards to Custom Tabs
Adding Iframes to Custom Tabs
Custom Tabs
Iframe Custom Tabs on Asset’s
Navigation Buttons that Link to a Custom URL
Email Configuration, Calendars & Appointments
Calendars & Appointments
Appointments
Calendars and Appointments
Drag and Drop Tickets Onto a Calendar to Create Appointments
Linking one Appointment to a Ticket to Link all Appointments in the Same Series
Email Rules
Automatic Ticket Updates via Email
Email Rules
Email Templates/ Message Groups
Date Formatting on Email Templates Using $-variables
Email Templates
Email Templates and their System Use
Setting Up Email Templates
Incoming and Outgoing Emails
Agent Forwarding and Email Updates
Agent Notifications for Errors in the Halo Integrator/ Email Processing
Creating Tickets Via Email
Double Line Spacing On Emails In Outlook
Email Hashtags
Email Threading
Emailing Users
Forwarding an Action
How to Deal with Out of Office Automatic Replies from customers
Treat Forwarded Emails from Agents as End-User Emails
Variables in Email Templates
Integrations
Syncing Exchange Calendars using the Microsoft Graph API
Mailbox Configuration
Adding a Mailbox Without The Use of Azure or Google
Additional Email Settings
Azure Mail Integration (Azure Mailbox Scan Method)
Azure Mail Integration (Webhook Method Included)
Email Configuration(High Level)
Email to SMS
Google Mail Setup (Setting up Google Application)
Sales Mailbox Integration
Notifications
Notifications
Segments, Mail Campaigns
Bulk Sending Emails
Mail Campaigns
Mailchimp Integration
Segments (Distribution Lists)
Knowledge Base & Document Management
Access Restrictions
Article Restrictions
Providing Access to your Knowledge Base
Document Management
Document Management Area
Document Management for Customers, Sites and Users
SharePoint Integration
Setting up The Knowledge Base
An Introduction to the Knowledge Base
Article Drafts
FAQs
Linking Assets to Knowledge Base Articles
News Articles
Reviewing Articles
Using your Knowledge Base
Onboarding Sequence & Importing Data
High Level Overview of Configuration
Implementation Checklist (In Order)
Importing Data
Configuration Change Tracking & Instance Management
Customers and Importing/ Migrating Data
Importing Additional Fields via CSV
Importing Data
Importing Opportunity Tickets
SQL Imports
Organization Structure
Agents, Access, Roles, Permissions
Access Control- An Overview
Adding Agent Signatures
Agent Permission Settings
Agent Resource Booking
Agent Work Hours
Agents
Co-Managed IT
Concurrent Licensing and Agent App Session Improvements
Configuring Agent Roles
Creating Agents and Editing Agent Details
Holiday Management
How to Configure Timesheets
My Account
Restricting Agent Reporting Access
Roles
Set which Agents can adjust the Billing Time and Recalculation of Billing on Tickets
Setting Up An API Agent
Setting up Two Factor Authentication
Shifts
The Activity Feed
Time Tracking
Timesheet Approvals
Co-Managed
Add an external agent to Halo and restrict their access
Co-Managed IT
Multi-Tenancy
Managing Multiple End User Portals
Multi-Tenancy
Organization, Departments & Teams
Client Custom Field Agent Restrictions
Departments
Departments and Teams
Introduction
Organisation Basics
Organisations
Organising Teams of Agents
Teams
Products & Stock
Product Management
Allow users to self-issue items
Assets Vs Items
Automating Product Changes and Updating Recurring Invoices
How to add Images to Quotations
Products
Setting Price Overrides Per Supplier at Product Level
Tax Rules
Tiered Pricing
Stock Control
Adding and Returning Stock Overview
Receiving Stock for Serialised Products & Delivering to the Customer
Stock Control
Worked Example – Receiving & Delivering Stock with Assets Created at The Point of Consignment
Project Management
Creating Projects
Adding in a Project Plan
Budgets
Creating a Project From a Sales Order
Creating Projects
Creating Projects from Products
Project Management in Halo
Project Task Creation Rules Based on a Multi-Select Field
Project Types
Project Views
Project Templates
Creating a Project Template
Have all Projects created from Sales Orders be created under a Parent Project template
Project Templates
Tracking & Billing for Projects
Customising Invoice lines for a Project
Milestones
Project Billing – Milestone Billing
Project Billing – Time and Materials
Project Billing- Budget types vs Charge types
Project Hierarchies
Tile and Kanban HTML $ Variables
Tracking Project Completion
Visualising and Bulk Updating Child Ticket Data from The Project Screen
Quotes & Orders
Purchase Orders
Automating Procurement
Navigating the Quotes and Orders module
Purchase Orders
Tax Rules
The Ready For Purchasing Area
Quotations
Ad-Hoc Items on Quotes and Orders
Approving Quotes Overview
Creating Quotations
How to add Images to Quotations
Internal Quote Approvals
Navigating the Quotes and Orders module
Quotation PDFs
Quotation Status
Tax Rules
Viewing Quotes
Sales Orders
Creating a Project From a Sales Order
Navigating the Quotes and Orders module
Sales Orders
Tax Rules
Suppliers
Access Restrictions on Suppliers
Sending Requests Across 2 Instances
Suppliers in Halo
Reporting and Dashboards
Asset Management
Device Change Field ID’s
Dashboards
Adding Dashboards to Custom Tabs
Dashboard Publishing Guide
Drag and Drop Tickets Onto a Calendar to Create Appointments
Halo In-App Dashboard
Making Dashboards Available to Users on the Self Service Portal
Ticket Dashboards
General Information
(HH:MM) Conversion of a field in SQL to Hours and Minutes
A Quick Guide to Scheduling Reports
Charts and Graphs in Reports
How to Restrict Users Access to Reports
Link Excel to Halo Report
Making Reports Show Viewer Specific Information
Navigating The Reporting Suite
Pulling Report Data into a PDF template
Report Colour Palette Based on Brand Colour
Report filters in the URI parameters for report links
Reporting Variables
Reports and Scheduling
Restricting Agent Reporting Access
SQL For Auditing Passwords In Halo
The Report Screen Explained
Using Publish Profiles to Send Report Data to BI Tools
Generating PDF's & Composite Reports
Adding a page break (page-break) in the HTML for PDF documents (IronPDF)
Composite Reports
Consignment PDFs
Embed XML Attachments to Invoice PDFs
HTML for ‘Today’s Date’
Pulling Report Data into a PDF template
Using QR Codes on PDF Templates
Query Builders
AI Report Builder
Report Builder
Sales & Opportunities
Configuring Opportunity Tickets
Creating Opportunities
Dynamic Field Visibility and editing fields on Leads/ Opportunities
How to configure Statement of Work (SoW) Templates
How To Onboard New Customers
Opportunity Configuration
Project Sales Process
The Opportunity Workflow
Tracking Sales & Opportunites
Managing Prospective Clients in Halo
Pipeline Stages
Tracking Opportunities
Tracking Sales Metrics
Self-Service Portal
Embedding the Portal
Anonymous logging for certain ticket types, can be embedded on website or accessed via a specific URL
Embedding The Self-Service Portal within MS Teams with SSO
Embedding your Halo Self-Service Portal into Microsoft Teams
Microsoft Teams Integration
Pushing the Teams Embedded Self Service Portal to Customers Microsoft Teams Tenants
End-User Chat Bot
Chat Bot and Chat Profiles
Embedded Chat not loading on website with Embedded Form
Halo Chat Widget Properties and Examples (v2.172+)
Halo Live Chat – embedded on other sites
End-User Interaction
Agent and User Impersonation
Followers and Following Tickets
How long is welcome/password reset e-mail sent from web app valid for?
How to Restrict Users Access to Reports
Introduction
Link a User to an Action
New Portal Anonymous usage
Raising a Service Request
Portal Customisation
Anonymous logging for certain ticket types, can be embedded on website or accessed via a specific URL
Appearance/Home Screen
Changing the Self-service portal language
Custom CSS to hide “PSA Software by HaloPSA”
Emails with New Ticket Hyperlinks
Embedded Chat not loading on website with Embedded Form
Google Analytics in the Self-service portal
How to change the colour of ‘How can we help you today?’ on the Portal
Managing Multiple End User Portals
Menu Buttons
Remove Your Companies Details from the Self Service Portal
Self-Service Portal Customisation
Showing your Roadmap
Viewing Child Tickets on the Portal
Viewing Tickets
Web Announcement
Service Catalogue
Allow users to self-issue items
How to Create new request buttons within a service
Service Status Monitoring
Service/Application Availability Management
The Service Catalogue
The Service Catalogue – Advanced Configuration
Service Desk
Actions, To-Do Lists
Actions
Actions in Halo
Actions: System Uses
Annotating Images in Actions
Creating and Using Quick Actions
Journeys
Link a User to an Action
To-Do Lists
Using CRM Notes
Using Dollar Variables in Actions
Approval Processes
Approval Delegation
Approval Process Approvers
Approval Process for a Users Department Manager
Approval Processes Overview
Performing Ticket Approvals via API
Recurring Invoice Approvals
Built in System Actions on Tickets (Merging, Following, Linking, etc…)
Actions: System Uses
Azure Actions
Creating a Report From an Action
Email to SMS
Forwarding an Action
Internal Conversations
Linking a Ticket to a Parent Ticket
Linking Child Tickets to a Parent Ticket
Merging Tickets
Parent and Child Tickets
Problem/Resolution Finder
Using “Drag and Drop”
Call Management
3CX Integration Methods
Call Management in Halo
Call Pop-Up for Microsoft Teams
Email to SMS
IPECS Integration
Creating Tickets
Add Attachments to Child Tickets from Parent Tickets
Configuring Additional Agents
Creating Tickets
Distributing Tickets in Halo (Intelligent Routing, Load Balancing, Round Robin, Qualification Matching)
Event Management
Fields, Database Lookups & Categories
$-Variables (Dollar Sign Variables)
Creating a Form
Database Lookup example- Attaching the User’s Role to a Ticket.
Dynamic Field/Value Visibility
Dynamic SQL Lookup Fields
Dynamic SQL Lookup Fields – Customer Specific Lookup
Lookups
Restricting Field Access & Visibility
Site Address Lookup Custom Field
Ticket Categories
Ticket Types (Field Lists)
Incident/ Problem/ Change Management
Change Management
Change Management
Problem and Change Management Using Fully Configured Workflows
Problem Management
Service Status Monitoring
Software Releases
Scheduled/ Automated Tickets & Canned Text
Automated Tickets
Automated Tickets – Next Call Date
Canned Text vs Email Templates: What’s The Difference?
Making Use Of Canned Text and $ Variables
Scheduled Tickets
Service Level Agreements (SLA's)
Advanced SLA Settings
Service Level Agreements (SLAs)
Service/Application Availability Management
SLA Overrides
SLA Workdays
SLAs and Priorities
Statuses
Statuses
Surveys, Feedback & Ticket Closure
Closure Procedures (End-User Closure Confirmation)
One-Click Feedback
Surveys
Ticket Areas
Navigating Ticket Areas
Ticket/Client Areas
Ticket Rules
Ticket Rules
Using Category Group as Ticket Rule Criteria
Ticket Type Configuration
Anonymous logging for certain ticket types, can be embedded on website or accessed via a specific URL
Ticket Groups
Ticket Types (Field Lists)
Tickets & Areas
Altering Ticket Types
Followers and Following Tickets
Manually Creating a Ticket
Missing or Deleted Tickets
Ticket Templates
Time Management
How to Configure Timesheets
Shifts
Time Tracking
Timesheet Approvals
Tracking Travel Time and Time On-Site
Wrong Date Format in Halo
Viewing Tickets and Lists
Agent and User Impersonation
Column Profiles
Customising your Ticket View
Drag and Drop Tickets Onto a Calendar to Create Appointments
Filter Profiles
Grouping Tickets by Ticket Type to Improve Ticket List View
How To Bulk Update Tickets, Drag and Drop Tickets Into Different Queues, an explanation of Ticket Symbols
Lists
Navigating the Software
Search Tools in Halo
Searching Entities in Halo
Sort Client Level Tickets Tab by Ticket Area
Ticket Dashboards
Ticket Views
Tile and Kanban HTML $ Variables
Using and Editing the Tile View
Working on Tickets
Virtual Agent Chat Bot
Agent Analyst for Technician Operations & Team Leaders
AI Virtual Support Agent
Chat Bot and Chat Profiles
Virtual Agents in the Chat Bot
Workflows
Modifying and Adding Workflows
Operational-Level Agreements (OLAs) on Workflows
The Opportunity Workflow
Updating Workflow Step Based on the Stage that is Clicked
Workflow Automated Quick Actions
Workflow Step Rules
Workflows
Integrations
Accounts & Payment Processing
Adding Extra Webhook Endpoints in Stripe for more dynamic Payment Syncing
Avalara Integration
Dynamics Business Central Integration
Exact Online Integration
Fortnox Integration
GoCardless Integration
Halo Accounts Integrator Setup
Quickbooks Desktop Integration
QuickBooks Invoice ID Blank
QuickBooks Online Integration
Sage 200 Integration
Sage 50 Canada Integration
Sage 50 UK Integration
Sage Canada 2023
Sage Intacct Integration
Sage50 Canada Integration (Beta Release)
Stripe Integration
Xero Integration
AI
Additional AI Functionalities
Agent Analyst for Technician Operations & Team Leaders
AI – Article Creation
AI Azure Translator
AI Emotion Detection
AI Insights
AI Knowledge and Ticket Matching
AI Suggestions
AI Surveys
AI Virtual Support Agent
Azure OpenAI and OpenAI Integrations (Improve Agent Responses)
Boost Ticket Processing using AI
Configuring the Azure OpenAI Connections for AI Driven Ticket Matching
Connecting AI to Halo
Improve search using AI
Leveraging AI in Halo
Virtual Agent and Azure AI Search
Virtual Agents in the Chat Bot
Asset Management
AWS Integration (EC2)
Cisco Meraki Integration
Domotz Integration
Halo Asset Discovery (Lansweeper Cloud)
Intune Integration
Jamf Integration
Lansweeper Integration
LapSafe Integration
Liongard Integration
ManageEngine Endpoint Central Integration
SCCM Integration
SentinelOne
Snow Integration
Tenable Integration
Virima Integration
Automation Tools
1. Runbooks – Authorising API Access into Your Own Halo Instance
A Step-by-Step Guide to Make a Bulk Change in the Halo Database Through the API Using JSON in Postman
Azure Automation Integration
Creating a New Application for API Connections
Filtering responses via the ‘datesearch’ query parameter
Microsoft Power Automate Integration
PowerShell Integration
Uptime Solutions API setup Integration
Using Postman
Calendars & Appointments
Google Calendar Integration
Syncing Exchange Calendars (For On-Premise Web Exchange Only)
Syncing Exchange Calendars using the Microsoft Graph API
Call Management
8×8 Integration
Bvoip Integration
Call Pop-Up for Microsoft Teams
GoIntegrator Integration
IPECS Integration
RingCentral Integration
Communication
CrewHu Integration
Embedding The Self-Service Portal within MS Teams with SSO
Embedding your Halo Self-Service Portal into Microsoft Teams
Facebook Integration
Locate your Facebook Business Manager ID (FB BM ID)
Microsoft Teams Integration
Microsoft TeamsBot
Pushing the Teams Embedded Self Service Portal to Customers Microsoft Teams Tenants
Slack Integration
Twilio for SMS Integration
Twilio for WhatsApp Business Integration
Zoom Integration
CRM and Project Management
Azure DevOps Integration
Dynamics 365 CRM Integration
HubSpot Integration
Jira Integration
Salesforce Integration
VCIO Toolbox Integration
Distribution/ Product Catalogues
Also Integration
Cloud Blue (Ingram Micro) Integration
Giacom Integration
Integrating Ingram Micro Reseller (Hardware data) with the Etilize Catalogue
Integrating Tech Data Reseller (Hardware data) with the Etilize Catalogue
Managing Recurring Invoices/ Recurring Invoice Lines
Pax8 Integration
Sherweb Integration
StreamOne Ion Integration
TD Synnex/ StreamOne Stellr Integration
Vorboss Integration
Westcoast Cloud Integration
Documentation Management
Confluence Integration
Hudu Integration
IT Glue Integration
N-Able Passportal Integration
SharePoint Integration
Email
Azure Mail Integration (Azure Mailbox Scan Method)
Azure Mail Integration (Webhook Method Included)
Custom Table Import via Email and CSV – Scheduled Imports
Email to SMS
Google Mail Setup (Setting up Google Application)
Sales Mailbox Integration
Incident Management
Azure Sentinel Integration
Jira Service Management Integration
PagerDuty Integration
ServiceNow Integration
ServiceNow Webhooks
XSOAR Integration
Migrations, Halo Integrations, Miscellaneous
Azure Key Vault Integration
Custom Table Import via Email and CSV – Scheduled Imports
CyberCNS (Cyber CNS) Integration
Datagate Integration
GitHub Integration Guide
Google Analytics in the Self-service portal
Halo Integrator
Lookups
Obtaining API Credentials from AT&T
ScalePad Integration
Setting Up An API Agent
Shopify Integration
SQL Imports
Strety Integration
Using HaloDBLookupService to set up a Database Lookup for an external SQL Server Database
Using Publish Profiles to Send Report Data to BI Tools
Zendesk Migration
Quotation Management
Adobe Acrobat Sign Integration
Datto Commerce Integration
Etilize Integration
Quoter Integration
Zomentum Integration
Remote Support
AnyDesk Integration
Beyond Trust Integration
Connectwise Control Integration
GoTo Resolve Integration
GoToAssist Remote Integration
LogMeIn Rescue Integration
N-able Take Control Integration
Splashtop Integration
TeamViewer Integration
RMM's and Alerting
Addigy Integration
Atera RMM Integration
Auvik Integration
Azure Monitor Integration
Azure Sentinel webhooks
Cisco Meraki Integration
ConnectWise Automate Integration
Connectwise RMM Integration Guide
Datadog integration
Datto RMM Integration
Dynatrace Integration
Event Management
General Procedure for Integrating with an RMM
Heimdal Integration
Kaseya VSA Integration
LogicMonitor Integration
N-able N-central Integration
N-able N-Sight RMM Integration
Ninja Systray Icon
NinjaOne Integration
PRTG Integration
SaaSAlerts Integration
SCOM Integration
SolarWinds Orion Integration
Splunk Integration
Super Ops RMM Integration
Triggering Automation Policies in RMM via HaloPSA
Zabbix Integration(Alerting)
Users/ Agents/ Identity Management
Active Directory Integration (LDAP)
Azure Deltas
Centrify Integration
Google Workspace Integration
KeyCloak Integration
Microsoft CSP Integration
Microsoft Entra ID Integration (Formerly: Azure Active Directory)
Okta Integration
SAML 2.0
Single Sign On (SSO) For Entra/CSP Users and Agents
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