Document Management
9 guides
CIPP Integration
Confluence Integration
This guide describes the integration of Confluence with Halo. The integration allows importing and updating of knowledge base articles from Confluence into Halo. It uses single directional webhooks, ensuring updates in Confluence reflect instantly in Halo. The guide includes detailed steps on connecting to Confluence, importing spaces and pages, and setting up webhooks for automatic sync. Additionally, it covers access restrictions for articles in Halo and viewing options for Confluence articles in the portal. Importantly, article content imported from Confluence cannot be edited in Halo.
Hudu Integration
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.
N-Able Passportal Integration
PandaDocs Integration
SharePoint Integration
This article provides a comprehensive guide to integrating SharePoint with Halo to sync documents. It covers enabling and configuring the SharePoint module, setting up authentication methods via Azure, and mapping SharePoint sites to Halo folders. The guide includes detailed steps for creating tenants, configuring authentication, and managing document mappings. Additionally, it explains using webhooks for syncing file updates and outlines how to upload scheduled report data to SharePoint for use in PowerBI. The integration facilitates efficient document management and reporting between SharePoint and Halo.
Wordpress.com Integration
Wordpress.org Integration