HaloPSA help
HALOPSA ACADEMY
Get up to Speed with Free Easy Videos, Guides and Quizzes
HaloPSA Academy offers online courses, product user guides, best-practices guides, certifications, and live Webinars for the HaloPSA platform.
Available to trialists, new and existing customers.
Getting Started
Setting Up HaloPSA (10)
- Call Management in Halo
- Creating Agents and Editing Agent Details
- Departments, Teams and Roles
- Importing Data
- Multiple New Portals with different branding for one customer [Hosted]
- Organisation Basics
- Organising Teams of Agents
- Step-by-Step Configuration Walk Through
- Suppliers
- Syncing Exchange Calendars
ITIL Processes
Problem Management (2)
Change Management (2)
Admin Guides
Agent Configuration (2)
Service Level Agreements (2)
Knowledge Base (2)
Asset Management (5)
Project Management (1)
Agent Guides
- Add an external agent to Halo and restrict their access
- Calendar and Appointments
- Configuring PDF Templates
- Contracts
- Custom Tables
- Customer, Site and User Records
- Emailing Users
- Internal Conversations
- Invoicing in Halo
- Manually Creating a Ticket
- Navigating the Software
- Notifications
- Parent and Child Tickets
- Pre-Pay
- Purchase Orders
- Quotations
- Sales Orders
- SMS Set Up
- The Asset Catalogue
- Time Management in Halo
- Using Dollar Variables in Actions
Additional Guides
Integrations (50)
- 3CX Integration Methods
- Active Directory Integration (LDAP)
- ADFS Integration
- AnyDesk Integration
- Atera RMM Integration
- Azure Active Directory Integration
- Azure Automation Integration
- Azure DevOps Integration
- Beyond Trust Integration
- Calendar integration using the Microsoft Graph API
- Centrify Integration
- ConnectWise Automate Integration
- Datto RMM Integration
- Dynamics 365 Business Central Integration
- Dynamics 365 CRM Integration
- Facebook Integration
- Google Calendar Integration
- Google Workplace Integration
- Halo Integrator
- Integrating with Sage
- Intune Integration
- Jamf Integration
- Jira Integration
- Lansweeper Integration
- LogMeIn Rescue Integration
- Logs from the Halo Integrator
- Meraki Webhooks Integration
- Microsoft CSP Integration
- Microsoft Teams Integration
- Ninja RMM Integration (API V1)
- Ninja RMM Integration (API v2)
- Okta Integration
- PagerDuty Integration
- Password Custom Fields
- PowerShell Integration
- PRTG Integration
- QuickBooks Online Integration
- QuickBooks QBFC13/QBFC6
- Sage 200 Integration
- Sales Mailbox Integration
- Salesforce Integration
- SCCM Integration
- SCOM Integration
- Slack Integration
- SolarWinds N-Central Integration
- SolarWinds Orion Integration
- SolarWinds RMM Integration
- SolarWinds Take Control Integration
- Splunk Integration
- TeamViewer Integration
Language (1)
FAQs
- Action Button Configuration
- Annotating Images in Actions
- Creating Tickets Via Email
- Followers and Following Tickets
- Linking a Ticket to a Parent Ticket
- Linking Child Tickets to a Parent Ticket
- Merging Tickets
- Missing or Deleted Tickets
- My Account
- Search Tools in Halo
- Statuses
- Terminology
- The Activity Feed
- Ticket Areas
- Understanding Halo Web-App Software Releases
- Upgrading Halo
- Upgrading NHServer for On Premise installations
- Upgrading to Version 2
- Using "Drag and Drop"
- Wrong Date Format in Halo
