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Snipe-IT Integration
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<style>p { margin: 0; }span.fr-emoticon.fr-emoticon-img { background-repeat: no-repeat !important; font-size: inherit; height: 1em; width: 1em; min-height: 20px; min-width: 20px; display: inline-block; margin: -0.1em 0.1em 0.1em; line-height: 1; vertical-align: middle; } span.fr-emoticon { font-weight: normal; font-family: "Apple Color Emoji", "Segoe UI Emoji", "NotoColorEmoji", "Segoe UI Symbol", "Android Emoji", "EmojiSymbols"; display: inline; line-height: 0; } blockquote { border-left: solid 2px #5e35b1; color: #5e35b1; margin-left:0; padding-left:5px;}blockquote blockquote{ border-color: #00bcd4; color: #00bcd4;}blockquote blockquote blockquote{ border-color: #43a047; color: #43a047;} table.grid{ border-collapse: collapse;} table.grid td, table.grid th { border: 1px solid #ddd;} .fr-fic.fr-dib{ display: block; margin: 5px auto;}.fr-fic.fr-dib.fr-fir{ text-align: right; margin: 5px 0 5px auto;}.fr-fic.fr-dib.fr-fil{ text-align: left; margin: 5px auto 5px 0;}.fr-fic.fr-dii{ float: none; margin: 5px auto;}.fr-fic.fr-dii.fr-fil{ float: left; margin: 5px auto;}.fr-fic.fr-dii.fr-fir{ float: right; margin: 5px auto;}img.fr-dib.fr-fir { margin-right: 0; text-align: right;}img.fr-dib.fr-fil { margin-left: 0; text-align: left;}img.fr-dib { margin: 5px auto; display: block; float: none;}img.fr-bordered { box-sizing: content-box; border: solid 5px #CCC;}img.fr-shadow { box-shadow: 10px 10px 5px 0px #cccccc;}img.fr-rounded { border-radius: 10px; -moz-border-radius: 10px; -webkit-border-radius: 10px; -moz-background-clip: padding; -webkit-background-clip: padding-box; background-clip: padding-box;}</style><style> p { margin: 0; } span.fr-emoticon.fr-emoticon-img { background-repeat: no-repeat !important; font-size: inherit; height: 1em; width: 1em; min-height: 20px; min-width: 20px; display: inline-block; margin: -0.1em 0.1em 0.1em; line-height: 1; vertical-align: middle; } span.fr-emoticon { font-weight: normal; font-family: "Apple Color Emoji", "Segoe UI Emoji", "NotoColorEmoji", "Segoe UI Symbol", "Android Emoji", "EmojiSymbols"; display: inline; line-height: 0; } blockquote { border-left: solid 2px #5e35b1; color: #5e35b1; margin-left: 0; padding-left: 5px; } blockquote blockquote { border-color: #00bcd4; color: #00bcd4; } blockquote blockquote blockquote { border-color: #43a047; color: #43a047; } table.grid { border-collapse: collapse; } table.grid td, table.grid th { border: 1px solid #ddd; } .fr-fic.fr-dib { display: block; margin: 5px auto; } .fr-fic.fr-dib.fr-fir { text-align: right; margin: 5px 0 5px auto; } .fr-fic.fr-dib.fr-fil { text-align: left; margin: 5px auto 5px 0; } .fr-fic.fr-dii { float: none; margin: 5px auto; } .fr-fic.fr-dii.fr-fil { float: left; margin: 5px auto; } .fr-fic.fr-dii.fr-fir { float: right; margin: 5px auto; } img.fr-dib.fr-fir { margin-right: 0; text-align: right; } img.fr-dib.fr-fil { margin-left: 0; text-align: left; } img.fr-dib { margin: 5px auto; display: block; float: none; } img.fr-bordered { box-sizing: content-box; border: solid 5px #CCC; } img.fr-shadow { box-shadow: 10px 10px 5px 0px #cccccc; } img.fr-rounded { border-radius: 10px; -moz-border-radius: 10px; -webkit-border-radius: 10px; -moz-background-clip: padding; -webkit-background-clip: padding-box; background-clip: padding-box; } </style><p><strong>In this guide we will cover:</strong></p><p><strong>- What is the Snipe-IT Integration?<br>- Enabling the Snipe-IT Module</strong></p><p><strong>- Connecting to Snipe-IT</strong></p><p><strong>- Customer Import</strong></p><p><strong>- Asset Import</strong></p><p><strong>- Enabling Syncing&nbsp;</strong></p><p><br></p><p><br></p><p><strong><span style="font-size: 14pt;">What is the Snipe-IT Integration?</span></strong></p><p>Snipe-IT can be integrated with Halo to import and manage assets.</p><p><br></p><p><strong><span style="font-size: 14pt;">Enabling the Snipe-IT Module</span></strong></p><p>In Configuration &gt; Integrations &gt; Asset Management and Alerting, hover over the Snipe-IT module, and click the &quot;plus&quot; (+) icon to enable it.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjRjMTdhYjY2LTYyMzctNGM1YS1hMzI2LTliNWU2ZDkyY2U2OSJ9.bm1iUnFWP5IiKixnmnVoW8BvoedEX6Ekgukfo29fiCA" class="fr-fic fr-fil fr-dib" width="518" height="237"></p><p><strong><span style="font-size: 10pt;">Fig 1. Enabling the module.</span></strong></p><p><br></p><p><strong><span style="font-size: 14pt;">Connecting to Snipe-IT</span></strong></p><p>Click into the module, and click &quot;New&quot; in the top right corner to create a new connection. This will open the below screen, where you can enter the URL and API key from Snipe-IT. Also give the connection a suitable name for future reference.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjE1ZmQ5NGM3LTM0MTktNGI2Yy1iOTRkLTQ0YWFlMjQxNGU5ZCJ9.cpotdT2xNkARx7XMGlSd3HFbQJSec4nkx4EVKLQrDJQ" class="fr-fic fr-fil fr-dib" width="1217" style="width: 1219px; height: 319.698px;" height="320"></p><p><strong><span style="font-size: 10pt;">Fig 2. Entering Snipe-IT credentials.</span></strong></p><p><br></p><p>Upon saving, a &quot;Test Configuration&quot; button will appear. Click this to check the connection, and troubleshoot any errors if they appear on the popup.</p><p><br></p><p><strong><span style="font-size: 14pt;">Customer Import</span></strong></p><p>The next tab along is &quot;Customers. Here you can map your Snipe-IT customers to Halo customers. If the name in both is the same, the Snipe-IT customer will update the Halo customer.</p><p><br></p><p>If you have top levels enabled (Configuration &gt; Users &gt; General Settings &gt; &quot;Show an additional level (&quot;Top Level&quot;) for grouping Customers&quot;), you can also set the top level for the imported customers here.</p><p><br></p><p>At the bottom is the &quot;Import Customers&quot; button. Click this upon configuring the above to manually import your customers from Snipe-IT.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjJiMmI4YjM0LWRhNGMtNGM2Yi04Yzc4LTY5OTdjMWUwODgzZiJ9.2u-xK7Jq-25gxL8fywwJI-7pWIMU-p9O2p40zlqm1rw" class="fr-fic fr-fil fr-dib" width="1215" style="width: 1217px; height: 385.317px;" height="385"></p><p><strong><span style="font-size: 10pt;">Fig 3. Customer import configuration.</span></strong></p><p><br></p><p><strong><span style="font-size: 14pt;">Asset Import</span></strong></p><p>The next tab is for asset import.</p><p><br></p><p>First, set a default site in Halo. Assets will be imported to this site if their assigned user in Snipe-IT does not match within a customer in Halo.&nbsp;</p><p><br></p><p>Then, choose an asset matching field. This will be the field used to match assets between Snipe-IT and Halo.</p><p>By default, the Snipe-IT ID will always be checked first. If matched, the existing records in Halo will be updated from Snipe-IT.</p><p><br></p><p>You can also add field mappings here between the two, allowing information from Snipe-IT to be imported and set against a field within Halo. You can map either a asset system field or a custom field of entity type &quot;Asset&quot;. Creation of these fields is covered in the &quot;<a href="https://usehalo.com/haloitsm/guides/1785" target="_blank" rel="noopener noreferrer"><strong>Asset Fields</strong></a>&quot; guide.&nbsp;</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjBlYjNiYTZkLWFkNzEtNDlhNC04YjRiLTM4ZDZhZDczOTRjZSJ9.lR7mYZfcpSWWSU_4JfQMy7W6hebgXyKw8ufBOSmLC8E" class="fr-fic fr-fil fr-dib" width="1219" style="width: 1221px; height: 361.408px;" height="361"></p><p><strong><span style="font-size: 10pt;">Fig 4. Asset mapping and matching.</span></strong></p><p><br></p><p>Scrolling down, you will then see the configuration for asset types. Here, you can set a default group for new asset types, a default asset type, and how to determine an asset&#39;s type. If set to use a field or rules to determine the type, an additional field or table will show to set these.&nbsp;</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjNkYjY5ODYxLWZkMDEtNGM4YS1hMGEzLTk0OGE4ZTg0NTMxMiJ9.90RlUwAeKbl4aAu3-ynubMeYZOFBZWIIiAtSfRw1Xr0" class="fr-fic fr-fil fr-dib" width="228" height="260"></p><p><strong><span style="font-size: 10pt;">Fig 5. Asset type configuration.</span></strong></p><p><br></p><p>Underneath this, there is finally the miscellaneous configuration. Here, you can configure if you want assets to be created, updated or deactivated in certain events.&nbsp;</p><p><br></p><p>Here you will also find the &quot;Import Assets&quot; button. After configuring the above, you can manually import your assets to ensure correct configuration before enabling the integrator syncing.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjU0ODFkNTk5LWJjZTktNGE2OS1iYjE0LTg1NjJiMTAzZWYwYiJ9.gCviZtFV_URWvGy0Zp1Z2xsmr8PJm8Iu1CUEHvIQNUU" class="fr-fic fr-fil fr-dib" width="532" height="416"></p><p><strong><span style="font-size: 10pt;">Fig 6. Miscellaneous settings and import button.</span></strong></p><p><br></p><p><strong><span style="font-size: 14pt;">Enabling Syncing</span></strong></p><p>If you are happy with your configuration and manual imports, you can enable the Halo integrator to automatically sync the imports for you. Enable the checkbox, and then the &quot;Entities to Import&quot; field will appear. You can set this to import customers, devices, or both.</p><p><br></p><p>Below will also show the last sync and the last error from a sync if applicable.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImYzMTljMTM0LTYxYjEtNDRkNy1iZDU3LTA0ZjYyOWI2ODliYyJ9.IHx9qV3eYho2fkByLKpZ7vQGrKPtIkbCosikAfuwQP0" class="fr-fic fr-fil fr-dib" width="1217" style="width: 1219px; height: 333.537px;" height="334"></p><p><strong><span style="font-size: 10pt;">Fig 7. Integrator configuration.</span></strong></p><p><br></p>
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