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 (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]
- Organisation Basics
- Organising Teams of Agents
- Step-by-Step Configuration Walk Through
- Suppliers
- Syncing Exchange Calendars
Email Configuration (13)
- Adding a New Mailbox
- Agent Forwarding and Email Updates
- Azure Mail Integration
- 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 (2)
Project Management (2)
Agent Guides
- Add an external agent to Halo and restrict their access
- Billing - Contract Multiplier
- Calendar and Appointments
- Configuring PDF Templates
- Contracts
- Custom Tables
- Customer, Site and User Records
- Email Hashtags
- 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 in Halo
- Search All Actions on Search Bar
- Searching Entities in Halo
- SMS Set Up
- The Asset Catalogue
- Time Management in Halo
- Transfer Configuration Between Development and Production Environments
- Using Dollar Variables in Actions
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
- AnyDesk Integration
- Atera RMM Integration
- Auvik Integration
- Azure Active Directory Integration
- Azure Automation Integration
- Azure DevOps Integration
- Azure Key Vault Integration
- Azure Monitor Integration
- Azure Sentinel Integration
- Beyond Trust Integration
- Bvoip Integration
- Calendar integration using the Microsoft Graph API
- Call Pop-Up for Microsoft Teams
- Centrify Integration
- ChatGPT Integration
- Cloud Blue (Ingram Micro) Integration
- ConnectWise Automate Integration
- Connectwise RMM Integration Guide
- Creating a New Application for API Connections
- Custom Integrations/Runbooks
- Dataimporter (Data Importer) for custom tables via csv
- Datto Commerce Integration
- Datto RMM Integration
- Domotz Integration
- Dynamics 365 CRM Integration
- Dynamics Business Central Integration
- Embedding your Halo Self-Service Portal into Microsoft Teams
- Embedding your Halo Self-Service Portal into Microsoft Teams with Automatic Sign-in
- Etilize Integration
- Facebook Integration
- Fortnox Integration
- GoIntegrator Integration
- Google Calendar Integration
- Google Mail Setup (Setting up Google Application)
- Google Workspace Integration
- GoToAssist Remote Integration
- Halo Accounts Integrator Setup
- Halo Integrator
- HaloITSM Integration
- How to start using the Halo API
- Hubspot Integration
- Integrating with Sage
- Intune Integration
- IT Glue Integration
Language (1)
FAQs
- [OUTDATED] Halo Migration Spec - On-premise to Hosted
- Action Button Configuration
- Annotating Images in Actions
- Automated Tickets
- Bulk Applying Billing Plan Combinations
- Changing your Halo URL
- Creating Tickets Via Email
- Dynamic SQL - Custom Fields
- Embedding A Form Onto Your Website
- Fair Use Policy
- Followers and Following Tickets
- Halo Migration - On-premise to Hosted
- Importing Additional Fields via CSV
- IP Addresses for Whitelisting
- Linking a Ticket to a Parent Ticket
- Linking Child Tickets to a Parent Ticket
- Live Chat Functionality
- Merging Tickets
- Missing or Deleted Tickets
- My Account
- Pipeline Stages
- Search Tools in Halo
- Statuses
- Surcharges in Halo
- Terminology
- The Activity Feed
- Ticket Areas
- Ticket Views
- Understanding Halo Web-App Software Releases
- Upgrading Halo for On-Premise Instances
- Upgrading NHServer for On Premise installations
- Upgrading to Version 2
- Upgrading to Version 2.88
- Using "Drag and Drop"
- Using Postman
- Using QR Codes on PDF Templates
- Webhook Integration
- Wrong Date Format in Halo
- X.509 for encryption
