Calendars and Appointments
4 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.
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.