Tutorials
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Starting with Integration Runbooks in HaloPSA
In this video, we delve into custom integration runbooks, focusing on retrieving ticket information from HaloPSA and posting it to other locations.
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Custom RMA Area - Update Assets from Tickets - HaloPSA
In this video, Connor discusses a complex RMA process in HaloPSA and advises against custom integrations due to potential risks and maintenance challenges.
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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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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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Minimum Stock Levels HaloPSA (Custom Solution)
Connor shares a custom solution for setting minimum stock levels in HaloPSA, enhancing stock management for better tracking and notifications.
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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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Where to next?
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