Importing Data

Asset Type & Asset Import - CSV/XLS/Spreadsheet Method

This article provides a comprehensive guide on importing assets using CSV/XLS spreadsheets in the Halo system. It details steps for importing new and existing assets, adjusting asset and custom fields, and resolving errors during import. Key instructions include setting unique identifiers, managing blank spaces in identifiers, and ensuring required data like Customer Name and Site are pre-existing in Halo. It also addresses limiting import rows and utilizing developer tools for troubleshooting. Additional guidance is provided for using and importing custom asset fields.

Configuration Change Tracking and Instance Pipeline Management

The article provides a detailed guide on managing configuration changes and synchronization between UAT and production environments for Halo. It explains how to enable configuration change tracking, manage and synchronize instances, and roll back changes when necessary. The system offers a comprehensive audit trail of changes, supports multiple entities, and provides best practices for configuration management. It also details how to manage multiple instances, improve module loading, and configure mailboxes for testing environments. The article emphasizes the importance of syncing, planning changes, and maintaining security measures.

Customers and Importing/Migrating Data

Importing Additional Fields via CSV

Importing Data

This article provides a comprehensive guide on importing data into the Halo platform using spreadsheets. It covers the use of spreadsheet templates, the process for completing imports, and how to handle specific field imports. Key topics include the update of existing entities by including identifiers, managing errors during the import process through the developer console, and steps for adding custom fields. The article also outlines where to find import settings for various entities, such as tickets, assets, clients, and more.

Importing Opportunity Tickets

This article explains how to import opportunity tickets in Halo, detailing the process for both existing and new customers. For existing customers, the ticket import spreadsheet is used, with restrictions on certain fields. It is crucial to use correct column headers to ensure data matching. Custom fields can be added by using a specific prefix. For new customers, opportunities are imported with specific customer data, as they are not yet in the system. Import templates and guidelines for handling custom fields are provided to streamline the process.

Recurring Billing Profiles (Import Recurring Invoice Lines)

This article explains how to manage Recurring Billing Profiles for importing invoice data into Halo. It details creating billing profiles, mapping spreadsheet columns to corresponding invoice fields, and importing recurring invoice lines. A step-by-step guide outlines configuration of billing profiles in HaloPSA to update invoices, allowing for the addition of new lines if necessary. The article also covers troubleshooting import issues and provides a worked example, illustrating how to use these profiles to efficiently update invoice quantities.

Services Import - CSV/XLS/Spreadsheet Method

SQL Imports

This article provides a guide on setting up SQL imports using Halo's integrations. It covers creating new records, choosing integrators, and setting password storage methods. The article discusses the differences between the Halo Integrator and the Halo DB integrator, focusing on how passwords are managed and stored. It also includes detailed instructions on configuring SQL connections and mapping fields for data import into Halo, with considerations for importing large datasets into custom tables. Specific options for managing the behavior of SQL imports are outlined as well.