Migrations, Halo Integrations, Miscellaneous

Acronis Integration

Alemba Migration

This article provides a comprehensive guide on using the Alemba Migration Tool to transfer data from Alemba to Halo. It explains the tool’s purpose and details the process of connecting to Alemba using credentials and a Client ID. The guide outlines the steps for configuring the system, testing the configuration, and importing various data types like organizations, users, and tickets. Additionally, it explains how to exclude certain action types from the import and configure entity defaults. Instructions include testing connections and managing import selections efficiently.

Autotask Migration

The Autotask Migration Tool is designed to import data from Autotask into Halo through an API user. It can import entities such as companies, contacts, employees, products, and tickets. The process involves configuring the migration module, connecting to Autotask by entering API user credentials, and testing the connection. Users can then select and import specific Autotask entities, and adjust configurations such as tax rates for certain entities. The tool also allows linking incoming emails to existing tickets based on Autotask numbers.

Azure Key Vault Integration

The article provides a guide on integrating Azure Key Vault with Halo to automate ticket creation when keys, secrets, or certificates are updated, nearing expiry, or have expired. It includes setup instructions for event subscription with a webhook, storing passwords securely, and authorization steps. The integration supports password storage in Azure Key Vault for enhanced security, offering different connection methods such as client ID and secret, and managed identities.

Backend Services Monitoring

This article provides a comprehensive guide on Backend Services Monitoring using Halo. It explains how to monitor backend services such as automations, integration syncs, emails, and webhooks. The guide includes instructions to navigate the monitoring area, set log levels, manage background services, and conduct maintenance. It details various logs like task scheduler, incoming/outgoing emails, and events to troubleshoot issues. Additionally, it covers integration errors and monitoring events to help identify and resolve issues efficiently.

Backend Services: Common Errors, Causes and Resolutions

Connecting Halo to BI Tools: Publish Profiles & Direct Database Access

This article provides instructions on using Publish Profiles in Halo to send report data to BI tools like Power BI and Postman. Users can create a Publish Profile, add reports for publication, and authenticate via basic or bearer methods. The guide explains accessing and connecting data in BI tools, setting up scheduled emails, and exporting reports to SharePoint. With Publish Profiles, users can easily manage large data sets without database access, ensuring seamless data transfer and integration with BI platforms.

CyberCNS (Cyber CNS) Integration

Email Start Tag being Auto-Filled with your email address (Keeper Browser Extension)

Freshdesk Migration

The article provides a detailed guide on migrating data from Freshdesk to Halo. It covers generating a Freshdesk API key, connecting to Freshdesk, mapping fields, and migrating various data types like tickets, articles, and companies. The guide includes using the Halo Integrator for scheduling larger migrations and updating previously imported tickets with new information from Freshdesk. It explains the processes of setting up data mappings and selecting criteria for imports, ensuring a comprehensive transition of data between the platforms.

GitHub Integration

This article explains the GitHub Integration, which is a webhook setup in GitHub. This integration links commits to ticket IDs in the Change Information tab. To configure, set up a webhook in GitHub pointing to your domain's specific API endpoint. The webhook triggers on push and pull requests, with specific actions defined on the integration page. Further guidance on configuration and setup is provided to ensure the integration performs as expected.

Google Analytics in the Self-Service Portal

Google Maps Integration

This guide explains how to integrate Google Maps with Halo to visualize Customers and Opportunities on a map. It details steps for connecting to Google Maps, including obtaining API keys through Google's Cloud Console and configuring map settings. Users can automate indexing of geographical data based on address changes and configure map visuals like marker icons and Opportunity visibility conditions. Additionally, the guide covers bulk data updates for existing Customers and Opportunities, enhancing location tracking and management capabilities within Halo.

Google reCAPTCHA Integration

Halo DB Integrator

This article provides a detailed guide on configuring and using the Halo DB Integrator for on-premise Halo instances. It is a Windows application running alongside the Halo Web Application to perform scheduled integration syncs. Unlike the standard Halo Integrator, it connects directly to the Halo database, bypassing the Halo API. The article explains installation, configuration, and setup processes, including the requirement to run NHserver for 30 days during migration. It also covers creating and managing scheduled tasks for running the integrator, using different configurations for varied sync frequencies, and offers troubleshooting instructions.

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.

Hopewiser Integration

Hosting your own Halo Integrator

Incoming Webhook Processing Service

The Incoming Webhook Processing Service, available from v2.206.1+, allows customization of how webhooks from integrations like QuickBooks Online and Xero are processed. Users can choose between immediate, delayed, or default processing methods, with options for automatic retries. The service reduces third-party API rate limit issues by batching requests. Webhooks and their status can be monitored via logs, with capabilities to view, manage, and retry individual or batch webhooks. This service is configurable through Backend Monitoring settings.

Lookups

This article explains how to set up and use lookups in a database system. Lookups utilize SQL scripts to auto-populate fields with existing information from the database, enhancing efficiency and reducing manual input errors. The guide outlines steps to create a lookup, connect to databases, and script SQL queries. It includes worked examples and discusses using variables for filtering results, allowing dynamic data population based on user interaction and specific field inputs. The article also covers advanced features in recent software updates.

Obtaining API Credentials from AT&T

Opinyin Integration

ScalePad Integration

SeatGeek Integration

ServiceNow Migration

This article provides a step-by-step guide on using the ServiceNow Migration Tool to transfer data from a ServiceNow instance into Halo. It explains necessary prerequisites such as requiring API access and specific roles in ServiceNow. The process includes obtaining login details, connecting to ServiceNow via Halo, and configuring data import settings. The tool allows the migration of various entities like companies, users, incidents, and more. Detailed instructions on importing incident tickets as a specific ticket type are included, culminating in a successful data sync and import.

Setting Up An API Agent

SFTP CSV imports Integration

Shopify Integration

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.

Strety Integration

Trustpilot Integration

UserWay Integration

Using HaloDBLookupService to run custom integration methods on internally facing APIs

Zapier Integration

Zendesk Migration