Calendars & Appointments
3 guides
Authentication Methods for Microsoft Integrations
This article provides a guide on authentication methods for Microsoft integrations, including setting up App Registration, and using secret, certificate, and federated credential authentication. It covers the basic setup of App Registration, details on handling permissions, and outlines steps for each authentication method. It emphasizes understanding the types of permissions and configuring policies when integrating with Microsoft systems. The guide includes troubleshooting steps for unsuccessful authentication attempts.
Google Calendar Integration
The Google Calendar Integration for Halo enables the linking of agent calendars to their Google calendars, allowing appointments to be imported into Halo. The integration uses a service account with read and write capabilities to access calendars. Detailed instructions are provided for setting up the Google and Halo configurations, including creating a service account, enabling the Google Calendar API, sharing user calendars with the service account, and setting up Domain-Wide delegation for Google Workspace. Deprecated methods for integration are also discussed, and instructions for on-premise customers using NHServer are provided.
Syncing Exchange Calendars (For On-Prem Web Exchange Only)
This article provides a guide for syncing Exchange calendars for on-premise web Exchange users. It explains the Exchange Integration, how to connect to Exchange, and sync appointments. Users must configure 'App Impersonation' for integration and can monitor sync requests through inbound/outbound logging. Changes in Halo are synced to Exchange immediately, while changes in Exchange sync to Halo on a schedule. It also discusses recurring appointment syncing and troubleshooting integration issues. Note that NHServer is deprecated for hosted customers, but relevant for on-premise users.