Integrations

3CX Integration

8x8 Integration

ADFS Integration

AnyDesk Integration

Armis Integration

This article provides a guide on integrating Armis with Halo for the management of Sites and Assets. It details how to connect to Armis by entering credentials and testing configurations. The guide explains importing sites and assets, setting site and asset rules, and configuring field mappings. It also covers asset type configuration, determining asset types, and synchronizing devices with the Halo Integrator. The Halo Integrator can be set to automatically sync devices and sites, ensuring up-to-date asset management.

Atera RMM Integration

This article provides a guide on integrating Atera RMM with Halo for efficient management and synchronization of customer and device data. It details the steps for connecting the systems, importing customers and assets, and setting up automatic data syncing. The integration enables seamless management of alerts, creating tickets in Halo when an alert is triggered in Atera and resolving alerts and tickets across both platforms. Instructions on enabling the integration and configuring alert processing are also included for effective monitoring and management.

Auvik Integration

This article provides a comprehensive guide on integrating Auvik with Halo, detailing steps for generating an API key, configuring general settings, and mapping sites, networks, and devices between the two platforms. It covers the option to import and manage assets, enabling alert systems via webhooks, and specifying authentication methods such as Basic Authentication and OAuth 2.0. The article also includes instructions for setting up a webhook and associating alerts with notification channels in Auvik. Troubleshooting tips are provided for resolving common import errors.

Azure Automation Integration

Azure DevOps Integration

This article provides a comprehensive guide on integrating Azure DevOps with Halo. It covers setting up connections between the two platforms, syncing tickets to work items, and configuring integration settings. Users are instructed on enabling the integration module, creating personal access tokens, and testing connections. It discusses syncing projects and tickets between the platforms and outlines necessary configuration steps, including setting up webhooks or using the Halo integrator for syncing. Additional sync options for fields and configuration settings for new tickets are also detailed.

Azure Sentinel Integration

This article provides a comprehensive guide for integrating Azure Sentinel with Halo. The integration allows for a two-way sync of incidents, so incidents logged in Sentinel can automatically generate tickets in Halo, and vice versa. The setup includes creating a partner-managed Azure application, configuring client settings in Halo, and mapping fields and priorities between the systems. It discusses importing incidents using Halo Integrator or webhooks and explains how to sync comments and closures. Detailed steps for configuring actions, syncing comments, closures, and creating incidents in Sentinel from Halo are also included.

Azure Sentinel Webhooks

This article provides a guide on setting up webhooks in Azure Sentinel for ticket creation in Halo. It includes steps to create a Logic App in Microsoft Azure using the Multi-tenant Consumption hosting option, add triggers, and configure HTTP actions. Sentinel Automation Rules are also set up, with automation rules created for incident creation and updates, allowing the playbook to send requests to the Halo API. This setup is available from version 2.182.1 onwards.

Beyond Trust Integration

This guide provides detailed instructions for integrating Beyond Trust with Halo. It covers enabling the integration module, configuring remote support, connecting to Beyond Trust, setting up teams and agents, and managing remote session data through webhooks. The guide also explains how to send remote session invites via live chat or tickets, creating specific actions for invitations, and automatically sending invites when logging new tickets. Additionally, it includes linking sessions manually and creating a custom button to open devices automatically in Beyond Trust.

Bvoip Integration

Call Pop-Up for Microsoft Teams

Connecting Through the API

ConnectWise Automate Integration

This article guides users through integrating ConnectWise Automate with Halo for remote device management. It covers user credentials, module configuration, client and asset imports, and alerting setup. Users need to configure an Integrator User to bypass MFA. The module is enabled through the configuration section in Halo, where users enter server URL and credentials. The process includes importing clients, sites, users, and mapping asset types. Alert configurations are also addressed, enabling email alerts and handling ticket updates from ConnectWise. Specific permissions for API-based alerting are required.

Creating API Applications

This article guides users on configuring API applications in the Halo system, including details on API connections and application setup. It covers accessing API configuration for connection details, creating new applications, setting authentication methods (such as Client ID and Secret or static API Key), and using machine identity for application authorization. The guide also includes instructions for assigning roles and permissions to applications to ensure appropriate access control based on principle of least privilege.

Custom Integrations/Runbooks

This article provides a comprehensive guide to creating and managing custom integrations and runbooks in the Halo platform. It covers the basic building blocks of runbooks, runbook statistics, various trigger options, and how to use output variables in subsequent steps. The guide also includes methods for integrating with external APIs, using Halo API actions, and securing sensitive data through encryption. Practical examples are given to illustrate the steps required to configure and use runbooks effectively, including triggering actions based on ticket workflows and custom buttons.

DataImporter (Data Importer) for Custom Tables via CSV

Datto Commerce Integration

Datto RMM Integration

This article provides a comprehensive guide on integrating Datto RMM with the Halo platform. The integration allows automatic import and synchronization of assets and sites from Datto into Halo, with options for remote access and alerting. Key steps include enabling API access in Datto, configuring customer and site imports, setting up asset field mappings, and defining asset types and matching criteria. The guide also covers setting up scheduled imports and alerting via email or webhooks, including necessary configurations and troubleshooting tips.

Delinea (Formerly Centrify) Integration

Device42 Integration

Domotz Integration

Dynamics 365 CRM Integration

The article provides a comprehensive guide on integrating Microsoft Dynamics 365 CRM with Halo, covering registration of an Azure application, enabling the integration, and importing contacts and accounts. It offers step-by-step instructions on setting up API permissions, configuring authorization, and handling account and contact imports. It also explains custom table syncs, field mapping, and the use of the Halo Integrator for data import and synchronization. The guide includes specific details on configuration settings, handling multi-tenancy, and ensuring synchronized data flow between Dynamics CRM and Halo.

Dynamics Business Central Integration

This article provides a comprehensive guide on integrating Dynamics Business Central with Halo. It covers enabling the integration, creating an Azure application, and connecting to Dynamics Business Central companies. The integration allows importing of clients, products, dimensions, and suppliers, as well as syncing transactions like invoices between both platforms. Configuration steps for managing imports, setting default companies, and syncing data are outlined, along with instructions for syncing and managing entities such as customers, products, and invoices. Note that this integration is not compatible with on-premise instances of Halo.

Embedding your Halo Self-Service Portal into Microsoft Teams

This guide explains how to embed the Halo self-service portal into Microsoft Teams, enabling users to access the portal directly within Teams for tasks like logging service requests and reporting incidents. The process involves two main parts: firstly, embedding the portal into Teams by creating and configuring Azure and Teams applications, and secondly, enabling automatic sign-in using single sign-on (SSO) with specific setup requirements from 2025 onwards. The guide includes step-by-step instructions for both embedding the portal and configuring SSO to enhance user convenience.

Eracent Integration

This article provides a comprehensive guide on integrating Eracent with Halo for importing assets. It covers steps such as connecting to Eracent, configuring site and user mappings, and managing asset imports. The integration allows for asset import from Eracent and attempts to match associated users and software to Halo users. It details configuration of asset types and miscellaneous settings for syncing, like matching imported software to customer licenses and asset status updates. The integration supports multiple Eracent URLs and allows for scheduled syncing through the Halo integrator.

Etilize Integration

Fortnox Integration

The article provides a detailed guide on integrating Fortnox with Halo. It covers enabling the integration module, connecting to Fortnox tenants, and importing tax rates, products, and customer data. It emphasizes the importance of having a Fortnox License with appropriate permissions. Users can synchronize customer and invoice information between Halo and Fortnox. It also addresses issues like errors during syncing and the necessity of assigning Fortnox IDs to customers for successful data synchronization. The guide recommends setting up tax rates and account codes to enhance efficiency.

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.

GoIntegrator Integration

Google Business Integration

The article provides a comprehensive guide on Google Business Integration with Halo. It explains how to set up the integration, import reviews and questions from Google Business as tickets, and respond to them directly from Halo. The process includes enabling the integration, connecting a Google Business account, configuring import settings, and setting a review score threshold for ticket creation. The article also covers automatically importing reviews/questions on a schedule, setting up ticket actions to respond back to Google, and managing ticket updates linked with Google Business.

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.

Google Mail Setup (Setting up Google Application)

This article provides a comprehensive guide on setting up a Google Mail App for integration with Halo. It begins by outlining prerequisites, such as the need for a dedicated Google license. The setup process involves creating a project in the Google Cloud console, enabling the Gmail API, and configuring OAuth consent and credentials. Detailed instructions for both Workspace and non-Workspace users are provided. The guide also covers connecting the app with Halo, authorizing access, and configuring mailbox settings, including setting default mailboxes and assigning deletion labels.

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 Workspace Integration

This article details the process of integrating Google Workspace with Halo. It covers configuration steps, including obtaining client IDs, setting up project credentials in Google Cloud, and enabling necessary APIs. The integration allows for user and agent imports, site/agent mappings, advanced mappings, and asset imports. License management and subscription data imports are also addressed. Special configurations for Google resellers and automated data syncing via the Halo Integrator are provided. Common errors and solutions are discussed, along with options for enabling Google Sign-In within Halo.

GoToAssist Remote Integration

Halo Accounts Integrator Setup

This article provides a guide on setting up the Halo Accounts Integrator to work with accounting tools like Sage 50 UK, Sage 50 Canada, and QuickBooks Desktop. The integrator must operate on the same network as the software and uses the Halo API for connection. Setup involves creating an API-only agent in Halo with necessary permissions. Users should download the latest version of the integrator, configure it with client ID and secret, and adjust permission settings to enable functionalities like reading and editing items and invoices.

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.

HubSpot Integration

This article explains the HubSpot Integration with Halo, detailing steps to connect the two platforms and sync data between them. It covers the importing of companies, contacts, products, quotations, and deals, and outlines how to map fields and configure bi-directional synchronization to ensure data consistency. Instructions are provided for setting authentication methods, enabling webhooks for real-time updates, and syncing action notes between systems. The integration aims to simplify sales processes by allowing seamless data management across HubSpot and Halo.

Intune Integration

This article provides a comprehensive guide on integrating Microsoft Intune with Halo's asset management system. It covers initial Azure setup, including registration and configuration of an Azure application, and configuration within Halo. The guide details how to map fields, import settings, manage synchronization, and handle asset types and users. It also discusses authentication methods and provides specific configurations for field mappings, asset imports, and the use of Halo Integrator for scheduled syncing. This integration helps improve IT support and asset lifecycle management by ensuring accurate, up-to-date device information.

IT Glue Integration

This article provides guidance on integrating Halo with IT Glue, enabling users to import and sync customer, asset, and user data. It outlines steps to connect the systems, configure mappings to import data like customers, assets, and configurations, and schedule regular imports using the Halo Integrator. Additionally, it covers two-way syncing capabilities, ensuring that changes in Halo are reflected in IT Glue. A feature to quickly access linked IT Glue records from within Halo is also discussed.

Iterative Runbooks

Jira Software Integration

The article provides a detailed guide on integrating Jira Software with the Halo platform. It covers prerequisites on both sides, connecting Halo to Jira, and syncing tickets and issues between the two applications. Key topics include importing and linking projects, custom field and priority mappings, and managing linked issues. It also explains how to sync updates between the systems, including comments and other field data. Additionally, the guide offers troubleshooting tips for monitoring sync requests and understanding webhook processing for seamless integration.

Kaseya VSA Integration

This article provides a guide on integrating Kaseya VSA with Halo to import and sync assets, customers, and alerts. It details obtaining OAuth 2.0 credentials from Kaseya, configuring the integration by entering credentials in Halo, and setting up redirect URLs depending on your Halo version. The Kaseya VSA Integration works primarily with Halo for syncing alerts, and offers instructions for importing clients and assets. The article also covers how to adjust field mappings and asset type overrides during setup.

Kaseya VSA X Integration

The article provides a detailed guide on integrating Kaseya VSA X with Halo, covering aspects such as customer and asset imports, alert webhooks, and syncing with the Halo Integrator. It includes step-by-step instructions for connecting to Kaseya VSA X, creating and configuring tokens for API access, and setting up customer and site mappings. It also details how to handle asset imports by configuring asset types, fields, and synchronization settings. Additionally, it explains the process for enabling alert webhooks to log tickets in Halo and the use of the Halo Integrator for automatic synchronization.

Liongard Integration

The article provides a detailed guide on integrating Liongard with Halo. It covers setting up the connection, configuring customer and asset imports, and syncing updates between the two platforms. Users can import Liongard environments as customers and systems as assets in Halo, either manually or automatically. The guide also explains how to manage field mappings, configure asset types, and enable automatic imports. Customer updates can be synced to Liongard, and outgoing logs can be viewed for troubleshooting. The overall integration helps maintain consistent data between Liongard and Halo systems.

LogMeIn Rescue Integration

This guide explains the integration of LogMeIn Rescue with Halo for remote device access. Users can initiate sessions from the Self-Service Portal or through agent tickets. Configuration involves enabling the integration in Halo’s settings and setting up remote support options like session templates and agent IDs. It outlines sending remote session invites via live chat, tickets, or actions, and discusses how to link sessions manually if not automatically connected to tickets. The guide also covers using webhooks to send session data back to Halo, enhancing ticket resolution tracking.

Mailchimp Integration

Microsoft CSP Integration

The Microsoft CSP integration is designed for importing user data from Azure tenants managed under the Microsoft Cloud Reseller Program (CSP). It's mainly used by organizations with multiple client Azure tenants through CSP and facilitates user and device information retrieval. The article details the setup process, including configuring app registrations in Azure, setting API permissions, and managing customer and tenant mappings. It also addresses user and asset import settings, licensing, and subscription management. The integration requires specific configurations in the Halo system and permissions in Azure.

Microsoft Entra ID Integration (Formerly: Azure Active Directory)

The article provides a comprehensive guide on integrating Microsoft Entra ID (formerly Azure Active Directory) with Halo applications. It details the setup process for app registration, single sign-on (SSO) configuration, and agent/user import. It explains how to grant permissions to non-admin agents for setup, utilize multi-tenancy, and select authentication methods. The guide covers advanced configurations, including field and site mappings, role and team mappings, license management, and import synchronization using the Halo Integrator. Additionally, it discusses delta queries and inbound logging for efficient data management.

Microsoft Teams Integration

The article provides a comprehensive guide on integrating Microsoft Teams with Halo. It covers configuration steps, enabling notifications, chat management, and chatbot communications within Teams. Users can configure workflows, set up webhooks for notifications, and customize templates. It details methods for agents to communicate via Teams directly from Halo, including calls, messages, and chats, as well as managing these interactions within the platform. The integration includes importing shifts from Teams and setting up presence notifications. Chatbot setup for end-user interactions and branding customization is also explained.

Microsoft TeamsBot

This article provides a guide on integrating Microsoft TeamsBot with Halo, allowing Halo actions to be triggered from Teams chats. It details manual installation steps, configuring Halo for bot usage, and using the bot to handle tasks like ticket creation and management. The guide also includes instructions for connecting, disconnecting, following, and unfollowing tickets, as well as searching for tickets via Teams. Additionally, it outlines network requirements such as IPs for whitelisting and necessary communication protocols and ports.

N-Able N-Central Integration

This article provides a comprehensive guide on integrating N-Able N-Central with Halo. The integration enables the import and sync of customer and asset information, alert management, and scheduled imports. The guide covers connecting to N-Central, setting up customer and asset mappings, importing from N-Central, and configuring alert management using webhooks. Miscellaneous settings and common error resolutions are also included to ensure successful integration and ongoing operations.

N-Able N-Sight RMM Integration

This article provides guidance on integrating N-Able N-Sight RMM with Halo. It covers key steps such as generating an API key, configuring the module, and importing customers, sites, and assets. The integration enables alerting functionalities and the use of the Halo Integrator for automatic syncing. Users are instructed on mapping fields between systems and configuring alerts to ensure communications and data exchanges are effective. The article emphasizes the importance of configuration checks to ensure seamless integration.

N-Able Passportal Integration

N-Able Take Control Integration

Nagios XI Integration

The guide explains how to integrate Nagios XI with Halo to generate tickets for alerts. It details the steps to enable the integration, create passwords, and map alert statuses to ticket priorities. Users must set up outgoing webhooks in Nagios XI for Host-Alert and Service-Alert events to send data to Halo. This data generates tickets and matches them using fields like 'metric_name', 'problem_id', and 'hostname'. Alerts are updated as actions in the ticket, with 'Up' and 'Ok' statuses resolving alerts and closing tickets.

Ninja Systray Icon

Nixtla TimeGPT Integration

The Nixtla TimeGPT Integration allows Halo users to forecast future ticket volumes based on historical data. To integrate, users must generate an API key in Nixtla TimeGPT and configure it within Halo's AI integration settings. Forecasting options are expanded with Nixtla TimeGPT models, which allow users to incorporate events that might impact ticket volumes, such as holidays or marketing campaigns. Users can create and run new forecasts, selecting models that best suit their forecasting needs and utilizing features like event integration for accuracy.

Okta Integration

This article is a guide on integrating Okta with Halo. It covers the creation of tokens and applications in Okta, setting up Okta Single Sign-On (SSO) in Halo, and configuring mappings and user roles. It also details how to handle errors and set up SSO for multiple Halo instances. The guide emphasizes using the "Super Admin" role in Okta and outlines steps for manual and automatic user imports. Additionally, it provides solutions for potential login issues when using Okta with Halo.

Opinyin Integration

PagerDuty Integration

This article provides a guide on integrating PagerDuty with Halo instances for incident synchronization. The integration facilitates two-way updates between the platforms, ensuring changes in one reflect in the other. The deprecated NHServer method is replaced with webhooks for setup. The setup involves enabling the PagerDuty module in Halo, generating an API key in PagerDuty, and configuring webhooks for various incident and ticket events. Additionally, service mappings and email settings are required for successful syncing. Testing involves verifying incident and ticket creation and updates between the two platforms.

Pax8 Integration

This article provides a comprehensive guide on integrating Pax8 with Halo. It includes steps for connecting to Pax8, importing customer and subscription data, and handling usage-based subscriptions like Azure Consumption. The guide explains how to sync updates automatically, manage billing for Pax8 subscriptions through Halo, and set up recurring invoices that adjust automatically to reflect subscription changes. It also outlines the setup of multiple Pax8 tenants and discusses the significance of using the HaloPSA app for authentication. Instructions for managing subscription details and recurring invoices are detailed throughout the resolution.

PowerShell Integration

This article explains how to integrate PowerShell with Halo for running scripts based on events. It covers setting up PowerShell, writing accessible scripts, and configuring Halo to run these scripts. The guide includes details on declaring variables, passing parameters using base64 encoded JSON, and mapping fields to ensure correct data transfer between Halo and the script. It also explains configuring action or approval process triggers for script execution and recommends creating scripts with identifiable results to track success or failure, which will be documented in Halo's ticket system.

PRTG Integration

QuickBooks Desktop Integration

The QuickBooks Desktop Integration allows syncing of invoices, customers, items, and tax rates between Halo and QuickBooks Desktop. It supports two-way sync for updates in Halo. Before setup, ensure only one QuickBooks version per server. Integration requires the Halo Accounts Integrator and API configuration. Enable integration under Configuration and set invoice preferences. Create an API-only agent with specific permissions. Download the Halo Accounts Integrator, and connect it with QuickBooks. Ensure necessary permissions in QuickBooks for sync operations and follow the order for data import/export to avoid errors.

QuickBooks Online Integration

The QuickBooks Online Integration guide provides detailed instructions on how to connect HaloPSA with QuickBooks Online for streamlined billing and financial management. The integration allows for two-way synchronization, facilitating the import and management of customers, products, tax rates, and suppliers between the platforms. It covers module activation, authentication options, and requirements for syncing invoices and purchase orders. The guide also addresses issues like automatic sales tax and error handling, ensuring accurate data transfer and invoice management within QuickBooks Online.

Rapid7 Integration

The article provides a guide on integrating Rapid7, covering what the integration entails, how to enable the Rapid7 module, connect to Rapid7, and utilize runbooks. The Rapid7 integration supports runbook-based ticket creation and alert management. To enable, navigate to Configuration > Integrations > Asset Management and Alerting and activate the module. Once enabled, relevant runbooks will be added to your instance for easy access. The guide includes sections on connecting to Rapid7 and specific runbooks available for use.

RingCentral Integration

This article provides a guide on integrating RingCentral with Halo to manage call functions. It explains how to enable the Call Management module via the Administration Console and connect RingCentral by configuring general settings and integrating the required URL from Halo into RingCentral's settings. Users can customize when the call screen launches and add parameters, enhancing their call management capabilities with RingCentral integration.

Sage 200 Integration

Sage 50 UK Integration

The article provides a guide for integrating Sage 50 UK with HaloPSA to sync Customers, Products, and Invoices. The integration requires downloading a locally run application that connects to Halo through the Halo API, compatible from Sage v29 onwards. Setup involves creating a new application in Halo, setting authentication, and configuring permissions. Users connect to Sage via a specific username and password, and tax rates are configured in Halo. The article includes information on the company file location and notes that syncing doesn't cover Purchase Orders or Payments.

Sage Intacct Integration

The Sage Intacct Integration guide provides a comprehensive walkthrough of connecting and integrating Halo with Sage Intacct. It covers syncing invoices, credit notes, bills, and purchase orders between the platforms. The guide outlines steps to import customers, products, suppliers, and configure tax rates. Instructions for using both Halo and personal sender credentials, multi-entity and multi-currency setups are included. Key configurations such as accounts, tax mappings, and syncing options are detailed to ensure seamless data flow between the systems.

Salesforce Integration

This article provides a comprehensive guide for integrating Salesforce with Halo. It includes steps for creating a managed application in Salesforce, enabling OAuth settings, and configuring CORS exceptions. The integration facilitates account, contact, opportunity, case, and case comment synchronization between Salesforce and Halo. Essential configurations in Halo include inputting Salesforce URL, consumer key, and access token retrieval. The guide also covers field mappings and syncing options for various entities and details the necessary steps for importing data. Note that integration is possible only with production Salesforce instances.

ScalePad Integration

SCCM Integration

This guide explains the integration of SCCM with Halo, which involves importing assets from the SCCM SQL database into Halo. It includes steps for enabling the integration module, configuring SQL connection details, and setting key fields and field mappings. Advanced configuration options allow control over asset assignment and updates. The integration requires the Halo Integrator application, with options for password storage in Halo or Azure Key Vault. Recommendations are provided for using different integrators and securing access to integrations.

SCOM Integration

The article provides a comprehensive guide on integrating SCOM with Halo for alert management. It outlines steps for enabling the integration by configuring both SCOM and Halo settings, such as adjusting SCOM alert templates and using the Halo interface for asset and alert configuration. Additionally, it details the process for resolving alerts automatically in SCOM through the Halo integrator application, offering guidance on authentication, deployment, and choosing between different integrators based on security needs. Recommendations and related settings for managing client access and scheduling imports are also included.

SeatGeek Integration

Sending Requests Across 2 Instances

This article provides a guide on configuring requests between two instances using the HaloCRM and HaloITSM API. It explains how to set up the Suppliers Module, configure API access, and send requests across instances without using email integration. The process involves enabling the suppliers module, creating supplier records, and configuring API credentials for two-way communication between instances. The article also covers setting up client and supplier records, creating actions to send requests, and managing ticket updates. This enhances ticket logging and response coordination between the linked systems.

ServiceNow Integration

ServiceNow Webhooks

Setting Up An API Agent

Shopify Integration

Slack Integration

The article provides a comprehensive guide on integrating Slack with Halo, detailing various functionalities across different application versions. The integration allows users to connect Slack channels to Halo, send notifications, create tickets from Slack messages, and use shortcuts and slash commands, especially in version 2. Users can create and manage Slack channels through Halo and integrate end-user chatbots for interactive communication. It covers setting up notifications for approvals, creating tickets, and leveraging AI virtual agents within Slack. Detailed instructions for configuring these integrations and functionalities are provided.

Snow Integration

The article explains how to integrate Snow's on-premise instances with Halo to manage assets, including customers, devices, and software licenses. It describes the process of connecting to Snow, mapping and importing customers and assets, determining asset types using various methods, and field mappings for data import. It also covers importing software licenses and setting up automatic updates using the Halo Integrator. The integration involves ensuring proper configuration settings for site and user matching, asset type determination, and syncing of data between Snow and Halo.

SolarWinds Orion Integration

The article provides a comprehensive guide on integrating SolarWinds Orion with Halo. It explains the prerequisites for integration, such as using SolarWinds Orion version 2020.2 or later, and details the configuration process to enable and set up the integration. The integration allows automatic creation and management of alert tickets within Halo, linking them to specific agents, teams, and assets. It discusses how to configure trigger and reset actions, receiving and updating alerts, and the use of Halo Integrator for communication with SolarWinds API. The guide also covers password storage options and client ID restrictions for enhanced security.

Splunk Integration

The article provides a comprehensive guide on integrating Splunk with Halo to automate the logging of alerts as tickets. It covers the setup process, including enabling the integration module, configuring webhook processing types, and authenticating webhooks. Users can create webhooks for Splunk alerts and view detailed alert results from Halo. Different processing methods are explained, with specific instructions for adding URLs to Splunk's webhook allow list. The guide aims to streamline alert management for technicians by synchronizing Splunk alerts within Halo.

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.

Syncing Exchange Calendars using the Microsoft Graph API

This guide explains how to sync Exchange/Office365 calendars with Halo using the Microsoft Graph API. It includes instructions for various connection methods: using an Azure application, connecting through a single account with delegate access, or each technician connecting individually. Steps to register and configure an Azure application, set permissions, and generate secrets are detailed. The guide also covers enabling appointment syncing, using immutable IDs and webhooks for real-time updates, and importing existing appointments from Exchange. Additionally, it addresses syncing appointment details, managing common errors, and configuring integration settings.

TeamViewer Integration

This article explains the TeamViewer Integration, a feature that allows seamless remote support through Halo sites and assets by enabling TeamViewer codes. It covers steps for creating TeamViewer Fields, configuring a site and an asset, and utilizing the integration on a ticket. Users can add TeamViewer fields to sites or assets in Halo to generate a button for direct remote access via the TeamViewer API. Additionally, the article discusses the settings for upgrading to the new TeamViewer protocol and provides visual guides for each configuration step.

Trustpilot Integration

Twilio for SMS Integration

This article provides guidance on integrating Twilio for SMS with Halo, allowing SMS messages to log tickets in the system and enabling agents to respond via SMS. It details how to connect Twilio, set up incoming and outgoing SMS, configure call notifications, and utilize SMS templates. Important considerations include using API keys for authentication, enabling ticket creation via inbound SMS, and using correct country codes for phone numbers. The integration supports multiple phone numbers for receiving calls but restricts SMS sending to a default number.

Twilio for WhatsApp Business Integration

This article covers integrating Twilio with WhatsApp Business in HaloCRM, allowing seamless message exchanges between WhatsApp and Halo. It details the steps to enable and configure the module, manage incoming and outgoing messages, and handle attachments and voice notes. The guide also explains using content templates for automating messages, setting workflow automations, and restricting account access. It includes instructions for transcribing voice notes and enabling the Halo Integrator for backup message processing. The integration facilitates ticket creation from WhatsApp messages and interaction within the Halo environment.

UserWay Integration

Using Apidog

Using HaloDBLookupService to run custom integration methods on internally facing APIs

Xero Integration

The article provides a comprehensive guide on integrating Xero with another system, covering various aspects such as enabling the module, connecting to Xero, setting tax rates, importing customers, products, and suppliers, and syncing entities to Xero. It includes instructions on managing Xero tenants, authentication options, and configuring tracking categories and account codes. The guide also addresses the importance of linking tax and product codes for successful invoice syncing and offers troubleshooting tips for import and sync issues. Additional features like webhooks, default settings, and automatic generation of customer/product IDs are also explained.

Zoom Integration