Use this article to adjust any sync settings for your HaloITSM integration in ScalePad.

Navigate to Integrations, and select HaloITSM.

Enable Two-Way Sync

1. In the Enable Two-Way Sync Fields section, check the appropriate boxes to enable Two-Way Sync for these fields.

2. Select the Purchase Date and/or Warranty Expiration to enable Two-Way Sync for this field.

3. Click Save HaloITSM Setup.

Select asset statuses to sync

Depending on the statuses in your Halo ITSM instance, select the ones that you want to sync into ScalePad. Likewise, clear the types which you would prefer not to sync.

Select asset Types to Sync

HaloITSM Asset Types map to hardware types in ScalePad. For each type of asset you want to sync into ScalePad, you'll need to map the Asset Type to a ScalePad Hardware Type.

For example, Laptop and Workstation would map to Workstation. Likewise, if you'd prefer not to sync a certain Asset Type, set its mapping to blank.

Sync assets without serial numbers

While we're unable to perform warranty look-ups on hardware assets without serial numbers, there is value to adding these assets to your ScalePad account.

We always recommend having all assets synced to your account to ensure you have a complete picture of your assets under management. This ensures that every team member has the full insights needed to consult and service each client effectively.

Additional value

• reporting on all of your managed assets

• possible software insights information (depending on the integration)

• the surfacing of critical issues and alerts

1. Select Include hardware assets without serial numbers (optional)

2. Click Save HaloITSM Setup.

Previous

• Halo ITSM integration instructions

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