Tutorials
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Pax8 Integration Setup and Utilisation in HaloPSA
Learn how to set up and utilise the Pax8 integration in HaloPSA for efficient recurring invoicing.
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Integration Runbooks - Using the Data (HaloPSA)
In this finale of the HaloPSA series, we integrate POST operations to update customer records using data captured from ticket submissions.
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How to Set Up a Licensed Office 365 Mailbox in HaloPSA
Learn how to set up a licensed Office 365 mailbox in HaloPSA, including app registration, permissions, and configuration steps.
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Self-Service Portal in HaloPSA - Setting up a New User Request Form
The video guides viewers on creating a simple service request form in HaloPSA’s self-service portal, emphasising user engagement and efficiency.
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HaloPSA - Awaiting Review - Invoices
Connor discusses the improvements in the HaloPSA “Awaiting Review” feature for invoices, detailing how to categorise and review billable ticket time effectively.
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How to Automate Your Entire Business Process in HaloPSA - Integration Runbooks
Connor introduces a new automation solution using HaloPSA to streamline capturing customer information and updating records, promising a detailed series to follow.
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