Halo Service Desk Guides
Documentation to assist with the setup and configuration of the Halo Service Desk platform
The following delineates the configuration that must be carried out in Halo in order to facilitate the integration.
To enable the PRTG integration in Halo, go to Configuration > Integrations, and enable the module. Once the module has been enabled, click the menu icon for the module to begin configuring it.
The first piece of configuration is to specify your PRTG server URL. You then need to supply the username and password of a PRTG user.
Before you can import Assets, there are some configuration steps that must be completed. The first option is to choose a default site and default asset type, so that if an Assets site has not been imported from PRTG before, the Asset can still be created with the correct initial configuration.
Once you have specified the above mappings, you can then move on to creating field mappings. Clicking the plus icon in the top right-hand corner of the field mapping table will open an input screen with 3 options.
The first option is to choose what type of field you would like to map to in Halo. You can map to standard custom fields here, or you can map to Asset fields.
The next two options allow you to choose one of the pre-determined fields from PRTG to map to a Halo field. If you have chosen a field type of Asset Field, there is an additional option allowing you to create a field during the next import. If chosen, Halo will try to create a new field during your next import with the name equal to the PRTG field that you are mapping too. If a field with that name already exists, the mapping will be updated to map to the pre-existing field.
Once you are happy with your field mappings, there is one last configuration option to consider before you can begin importing, which is the Asset Matching Field. This contains your full list of asset fields, along with an extra PRTG option.
The Asset Matching Field should be set to the value shown above if you do not yet have Assets imported into Halo. If you already have your Asset list in Halo, and would like to update your old records, you will need to choose an Asset field to match on, because your old Assets will not have a PRTG ID associated with them yet.
This field should be unique. Halo will then use the value of this field to match pre-existing Assets and avoid creating duplicates of your data.
Once happy with your configuration, use the "Import Assets" button to begin importing.
Once you are happy with the configuration, you can then setup regularimports using Halo Integrator:
Once you have enabled the PRTG for Halo Integrator, you will be able to use the importer for recurring imports:
- Asset Import - CSV/XLS/Spreadsheet Method
- 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
- Syncing Exchange Calendars