HaloPSA Help
HALOPSA ACADEMY
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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 (13)
- Asset Import - CSV/XLS/Spreadsheet Method
- Call Management in Halo
- Creating a New Application for API Connections
- Creating Agents and Editing Agent Details
- Departments, Teams and Roles
- Halo Integrator
- Importing Data
- Multiple New Portals with different branding for one customer [Hosted]
- NHServer Deprecation User Guide
- Organisation Basics
- Organising Teams of Agents
- Step-by-Step Configuration Walk Through
- Suppliers
Email Configuration (17)
- Access to OData is disabled
- Adding a Mailbox Without The Use of Azure or Google
- Additional Email Settings
- Agent Forwarding and Email Updates
- Agent Level Error Notifications for the Halo Integrator/ Email Processing
- Azure Mail Integration (Azure Mailbox Scan Method)
- Azure Mail Integration (Webhook Method Included)
- Canned Text
- Email Rules
- End-User Closure Confirmation
- Forwarding an Action
- Google Mail Using SMTP error- The SMTP server requires a secure connection or the client was not authenticated.
- How to Deal with Out of Office Automatic Replies from customers
- Microsoft's Deprecation of Basic Authentication
- Notification Types
- Setting Up Message Approval for Outlook
- Variables in Email Templates
ITIL Processes
Problem Management (2)
Change Management (3)
Admin Guides
Service Level Agreements (3)
Developers (7)
Agent Guides
- Add an external agent to Halo and restrict their access
- Additional Agents
- Billing - Contract Multiplier
- Calendars and Appointments
- Configuring PDF Templates
- Contracts
- Custom Tables
- Customer, Site and User Records
- Email Hashtags
- Emailing Users
- General Settings
- Internal Conversations
- Invoicing in Halo
- Manually Creating a Ticket
- Navigating the Software
- NHServer Deprecation User Guide
- Notifications
- Parent and Child Tickets
- Pre-Pay
- Pulling Report Data into a PDF template
- Purchase Orders
- Quotations
- Sales Orders in Halo
- Search All Actions on Search Bar
- Searching Entities in Halo
- SMS Set Up
- The Asset Catalogue
- Time Tracking
- Transfer Configuration Between Development and Production Environments
- Using Dollar Variables in Actions
- Virtual Agent for Technician Operations
Additional Guides
Integrations (50)
- 3CX Integration Methods
- 8x8 Integration
- Active Directory Integration (LDAP)
- Addigy Integration
- Adding Extra Webhook Endpoints in Stripe for more dynamic Payment Syncing
- ADFS Integration
- Adobe Acrobat Sign Integration
- AI Azure Translator
- AI Emotion Detection
- AnyDesk Integration
- Atera RMM Integration
- Auvik Integration
- Avalara Integration
- Azure AI Search
- Azure Automation Integration
- Azure Deltas
- Azure DevOps Integration
- Azure Key Vault Integration
- Azure Monitor Integration
- Azure OpenAI and OpenAI Integrations (Improve Agent Responses)
- Azure Sentinel Integration
- Beyond Trust Integration
- Bvoip Integration
- Call Pop-Up for Microsoft Teams
- Centrify Integration
- ChatGPT Integration
- Cloud Blue (Ingram Micro) Integration
- Confluence Integration
- ConnectWise Automate Integration
- Connectwise Control Integration
- Connectwise RMM Integration Guide
- Creating a New Application for API Connections
- Custom Integrations/Runbooks
- Datadog integration
- Datagate Integration
- Dataimporter (Data Importer) for custom tables via csv
- Datto Commerce Integration
- Datto RMM Integration
- Deferred Revenue for Pre-Pay
- Domotz Integration
- Dynamics 365 CRM Integration
- Dynamics Business Central Integration
- Dynatrace Integration
- Embedding The Self-Service Portal within MS Teams with SSO
- Embedding your Halo Self-Service Portal into Microsoft Teams
- Etilize Integration
- Exact Online Integration
- Facebook Integration
- Fortnox Integration
- GoCardless Integration
Reporting (18)
- A Quick Guide to Scheduling Reports
- Adding a page break (page-break) in the HTML for PDF documents (IronPDF)
- Adding Dashboards to Custom Tabs
- AI Report Builder
- Charts and Graphs in Reports
- Configuring Custom Appearances in Reports (using HTML)
- Consignment PDF's
- Creating a Report From an Action
- Dashboard Publishing Guide
- Direct SQL Connection Deprecation
- Halo In-App Dashboard
- How to Restrict Users Access to Reports
- Keeping Track of Feedback
- Report Builder
- Report filters in the URI parameters for report links
- Reports and Scheduling
- Restricting Agent Reporting Access
- The Report Screen Explained
FAQs
- Create Custom Navigation Buttons Which Link to a Custom URL
- A Step-by-Step Guide to Make a Bulk Change in the Halo Database Through the API Using JSON in PostMan
- Accessibility Statement
- Action Button Configuration
- Advanced Settings
- Allow users to self-issue items
- Annotating Images in Actions
- Anonymous logging for certain ticket types, can be embedded on website or accessed via a specific URL
- Appointments
- Approval Delegation
- Approval Process Approvers
- Asset Fields
- Asset Template Creation
- Asset Types/Groups
- Asset Views
- Attachments Tab Table View on Tickets
- Automated Tickets
- Automated Tickets - Next Call Date
- Automating Percentage Increase of Invoices
- Automating Prices in Recurring Invoices
- Automating Procurement
- Awaiting Review/Ticket Review Processing
- Billing Rules (Formerly Billing Plan Combinations)
- Billing Templates
- Bulk Applying Billing Rules
- Changing your Halo URL
- Charge Type Overrides Explained
- Charge Types
- Client Custom Field Agent Restrictions
- Concurrent Licensing and Agent App Session Improvements
- Config Change Tracking and Transfer of Configuration from UAT to Production environments
- Configuring HaloPSA for a Co-Managed Support Setup
- Consignment PDF's
- CORS Policy on Halo API
- Creating a Report From an Action
- Creating Quotations
- Creating Tickets Via Email
- Database Lookup for Attaching the User's Role to a Ticket.
- Distributing Tickets in Halo (Intelligent Routing, Load Balancing, Round Robin, Qualification Matching)
- Document Management Area
- Document Management for Customers, Sites and Users
- Dynamic SQL - Custom Fields
- Email Configuration(High Level)
- Embedding A Form Onto Your Website
- Enable HTTP strict transport security (HSTS)
- Enabling Secure Cookies in the Web Application
- Event Management
- Example All You Can Eat Agreement Client
- Example Combination Client
- Example Pay As You Go Client
