How to Switch off Approval Process in Halo PSA?
To seamlessly import data to Halo PSA, it is crucial to disable the Approval Process. This will guarantee that your ticket statuses, such as "Open" or "Closed," get accurately moved to the target platform.
Here are the few steps to turn off Approval Process:
1. Access your Halo PSA account.
2. Navigate to the Configuration section in the left menu.
3. Select Ticket Types under the Tickets category in the dropdown menu.
4. Open each ticket type that you intend to migrate to Halo PSA.
Note: If you plan to import all ticket types, disable the Approval Process for each of them before proceeding with the migration.
5. Press on the Edit button.
6. In the Default settings, choose "No" for the Start an Approval Process field.
7. Save your changes to apply the new settings.
8. Repeat this process for each ticket type you wish to transfer.
Note: Once the Full Data Migration is done, you can turn on the Approval Process for all ticket statuses.