Azure Consumption Billing (via Halo CSP Integration)
In this guide we will cover: – What is Azure consumption billing? – Configuring Azure Consumption Billing – Setting up invoices to use Azure consumption data – Setting up Invoices to use Azure Reserved Instances Data Related Guides: The CSP Integration Products Pre-requisites: You must be on v2.176 or above of Halo A Tier 1/Direct […]
Sage 50 UK Integration
In this guide we will cover: – What is the Sage 50 UK Integration? – Downloading the Application – Setting up the Integration What is the Sage 50 UK Integration? The Sage 50 integration allows UK-based Sage accounts to connect to Halo and sync Customers, Products and Invoices. Downloading the Application The Sage 50 UK […]
Halo Accounts Integrator Setup
In this guide we will cover: – Setting up the API Application The Halo Accounts Integrator is required to integrate with the following Accounting Software/Tools: Sage 50 UK Sage 50 Canada QuickBooks Desktop (All regions) The Halo Accounts Integrator must be run on the same network as the Accounting Software but connects to Halo using […]
Sage Canada 2023
The link below returns a version of the Accounts Integrator that should work for Sage Canada 2023. This will not work for any previous version of Sage Canada – other account platforms should be fine. https://s3.nethelpdesk.com/ftp/HaloAccountIntegratorSageCA2023.zip
Exact Online Integration
In this guide we will cover: – How to connect your Halo instance to your Exact Online – How to import and sync entities from Exact online – How to connect multiple exact online companies The Exact Online integration uses a one way sync to push data from Exact online into Halo, allowing you to […]
Sage Intacct Integration
In this guide we will cover: – What is the Sage Intacct Integration? – Connecting to Sage – Tax Rates – Accounts – Importing Customers – Importing Products – Supplier Import – Currency – Syncing Invoices, Credit Notes, Bills and Purchase Orders – Syncing with Sage Intacct – Integrating when using Multi-Entity Distributed (MED) or […]
QuickBooks Invoice ID Blank
In this guide we will cover: – Troubleshooting a Blank Invoice ID Troubleshooting a Blank Invoice ID When creating invoices in Halo and syncing across to QBO there can be an issue where the invoices don't have an ID number inside of QuickBooks. You want to turn off custom transaction numbers using the guide below. […]
Sage 50 Canada Integration
In this guide we will cover: – What is the Sage 50 Canada Integration? – Downloading the Application – Connecting the Application What is the Safe 50 Canada Integration? The Sage 50 (Canada) Integration allows Canadian-based Sage accounts to connect into Halo to sync invoices. Downloading the Application Download the latest Integrator Application from : […]
Sage 50 Canada Integration
In this guide we will cover: – Downloading the Application – Setting up the Integration Downloading the Application The Sage 50 Canada Desktop integration has recently moved to a new application that is run locally but connects to your Halo instance using the Halo API. It can be downloaded from https://s3.halopsa.com/HaloAccountsIntegrator.zip Setting up the Integration […]
GoCardless Integration
In this guide we will cover: – What is the GoCardless Integration? – Enabling the Module – Customer Imports – Viewing Payments What is the GoCardless Integration? GoCardless can be integrated with Halo to import customers, assign custom fields to them, and sync payment statuses. The GoCardless integration with Halo does not currently support payment […]
