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
Basic Configuration (4)
Email Configuration (9)
- Access to OData is disabled
- Azure Mail Integration (Azure Mailbox Scan Method)
- Canned Text
- Email Rules
- End-User Closure Confirmation
- Google Mail Using SMTP error- The SMTP server requires a secure connection or the client was not authenticated.
- Microsoft's Deprecation of Basic Authentication
- Notification Types
- Setting Up Message Approval for Outlook
ITIL Processes
Incident Management (5)
Problem Management (1)
Change Management (2)
Admin Guides
Agent Configuration (4)
Service Level Agreements (1)
Knowledge Base (0)
Asset Management (4)
Project Management (4)
Agent Guides
- Add an external agent to Halo and restrict their access
- Asset Management General Settings
- Calendars and Appointments
- Configuring PDF Templates
- Contracts
- Custom Table Examples
- Internal Conversations
- Navigating the Software
- NHServer Deprecation User Guide
- Pre-Pay
- Pulling Report Data into a PDF template
- Quotations
- Sales Orders
- Search All Actions on Search Bar
- SMS Set Up
- Time Tracking
- Using Dollar Variables in Actions
Additional Guides
Integrations (50)
- 3CX Integration
- 8x8 Integration
- Addigy Integration
- ADFS Integration
- Adobe Acrobat Sign Integration
- AI Azure Translator
- AI Emotion Detection (Old functionality)
- AnyDesk Integration
- Atera RMM Integration
- Auvik Integration
- Azure Automation Integration
- Azure Deltas
- Azure DevOps Integration
- Azure Key Vault Integration
- Azure Monitor Integration
- Azure Sentinel Integration
- Beyond Trust Integration
- Bvoip Integration
- Call Pop-Up for Microsoft Teams
- Confluence Integration
- ConnectWise Automate Integration
- Connectwise RMM Integration Guide
- Datadog Integration
- Datagate Integration
- DataImporter (Data Importer) for Custom Tables via CSV
- Datto RMM Integration
- Delinea (Formerly Centrify) Integration
- Dynamics 365 CRM Integration
- Dynatrace Integration
- Embedding The Self-Service Portal within MS Teams with SSO
- Embedding your Halo Self-Service Portal into Microsoft Teams
- Facebook Integration
- GoIntegrator Integration
- Google Analytics in the Self-Service Portal
- Google Calendar Integration
- Google Workspace Integration
- GoTo Resolve Integration
- GoToAssist Remote Integration
- Halo Integrator
- HaloITSM Integration
- Heimdal Integration
- HubSpot Integration
- Hudu Integration
- Ingram Micro Cloud (formerly Cloud Blue/Exertis) Integration
- Integrating Ingram Micro Reseller (Hardware data) with the Etilize Catalogue
- Integrating Tech Data Reseller (Hardware data) with the Etilize Catalogue
- Integrating with Sage
- IT Glue Integration
- Jira Enhancements
- Jira Software Integration
Reporting (11)
- A Quick Guide to Scheduling Reports
- Adding a page break (page-break) in the HTML for PDF documents (IronPDF)
- Configuring Custom Appearances in Reports (using HTML)
- Consignment PDFs
- Creating a Report From an Action
- Deprecation of DCDSite & DCDevNum from DeviceChange
- Deprecation of Summary Contains for Filter Profiles and Filters in Lists
- Report filters in the URI parameters for report links
- Reports and Scheduling
- SDI Reports
- Useful Type lookups for writing SQL reports
Language (1)
FAQs
- A Step-by-Step Guide to Make a Bulk Change in the Halo Database Through the API Using JSON in Postman
- Access Restrictions on Suppliers
- Accessibility Statement
- Accounts Codes
- Action Button Configuration
- Adding and Returning Stock Overview
- Advanced Settings
- Agents
- Agreements (Contracts)
- AI
- AI Article Creation
- AI Article Creation
- AI Azure Translator
- AI Emotion Detection (Old functionality)
- AI Insights
- AI Risk Advisory For Change Management
- AI Suggestions (Tickets and Articles)
- Allow Users to Self-Issue Items
- ALSO Integration
- Annotating Images in Actions
- Anonymous Ticket Logging
- Appointment Types
- Appointments
- Approval Delegation
- Approval Processes
- Areas
- Asset Fields
- Asset Groups
- Asset Management General Settings
- Asset Relationships
- Asset Statuses
- Asset Templates
- Asset Types
- Asset Types/Groups
- Attachments Tab Table View on Tickets
- Automated Tickets
- Automated Tickets - Next Call Date
- Automating Procurement
- Azure Consumption Billing (via Halo CSP Integration)
- Billing General Settings
- Billing Rules (Formerly Billing Plan Combinations)
- Billing Templates
- Boost Ticket Processing using AI
- Budgets
- Calendars and Appointments General Settings
- Call Management General Settings
- Call Scripts
- Canned Text
- Categorisation
- Change Management
