Configure client, NinjaRMM, and SMTP settings. Halo credentials live in Netlify environment variables.
Client Information
Numeric Halo client ID (107 = Imagen Dental Partners)
HaloPSA
Connected via HALO_CLIENT_ID and HALO_CLIENT_SECRET set in Netlify environment variables. Use the 🔍 Halo Discovery tab to explore your Halo instance IDs.
NinjaRMM
SMTP (SMTP2GO)
Must be verified in SMTP2GO
SMTP2GO API Key is set in Netlify Environment Variables (SMTP2GO_API_KEY)
Halo Discovery
Probe your HaloPSA instance to find the correct IDs for statuses, teams, and clients.
Clients (search: Imagen)
ID
Name
Ticket Statuses
ID
Name
Teams
ID
Name
Priorities
ID
Name
Ticket Source Values (last 300 tickets)
Source Value
Ticket Count
Source-related fields on a detailed ticket:
Halo Lookup tables (may contain source labels):
Sample Ticket (raw fields)
Report Schedule
Configure automatic report delivery. The report runs every Monday at 8:00am Arizona time.
Schedule Settings
Enable Automatic Reports
Send the weekly report automatically every Monday morning
Add one email address per line. The report Excel will be attached to each send.
Sends the full report + Excel to this one address only