Getting Started > Setting Up Halo
4 guides
Creating Agents and Editing Agent Details
Halo Integrator
The Halo Integrator is an application for executing scheduled integration imports with the Halo Web Application. It offers hosting for specific users and requires configuration through the Halo Integrator module, which involves downloading the latest version, setting up an API-only agent profile, and managing integrations. Hosted customers have additional considerations regarding client secrets and connection settings. For self-hosted installations, organizations can follow steps for downloading and configuring the application. The Integrator also supports scheduling recurring sync tasks. Notifications for errors can be configured for agents.
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.
Organising Teams of Agents