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 […]

Adding Extra Webhook Endpoints in Stripe for more dynamic Payment Syncing

In this guide we will cover: – Creating a Stripe Webhook The Stripe integration within Halo can update Invoice Payments records for the following events: Payment Success Payment Failure Payment Processing Payment Cancelled Payment Requires Action By default, everyone should have webhook subscriptions for both payment success and payment failure, however 'Processing', 'Cancelled' and 'Requires […]

Stripe Integration

In this guide we will cover: – What is the Stripe Integration? – How to connect to Stripe – Syncing Customers – Configuring Invoices Payment – Automatic Payments – Manual Payments – Making Payments – Have Customers Update their Own Payment Methods – Email Notifications/Confirmations for Payments What is the Stripe Integration? The Stripe integration […]

Sage 200 Integration

In this guide we will cover: – What is the Sage 200 Integration? – Requirements – NetHelpDesk.Sage200Invoicer – Connecting to Sage – Importing – Invoicing  What is the Sage 200 Integration? The Sage 200 integration allows connection into Halo to create invoices, and the integration is 2-way for easy import of data. You can retrieve […]

Dynamics Business Central Integration

In this guide we will cover: –  What is the Dynamics Business Central Integration? – Enabling the Integration – Creating an Azure Application – Connecting to Dynamics Business Central Companies – Imports – Setting a Default Company – Syncing to Dynamics Business Central – Applying Templates from Dynamics Business Central What is the Dynamics Business […]

QuickBooks Online Integration

In this guide we will cover: – What is the QuickBooks Online Integration? – Enabling the Module – Connecting to QuickBooks Online – Tax Rates – Customer Imports – Product/Item Imports – Suppliers – Syncing to QuickBooks Online – Automatic Sales Tax – Avalara and QuickBooks Online What is the QuickBooks Online Integration? The integration with QuickBooks […]

Fortnox Integration

In this guide we will cover: – What is the Fortnox Integration? – Enabling the Module – Fortnox Tenants – Connecting to Fortnox – Tax Rates – Product Imports – Customer Imports  – Accounts Codes Imports – Syncing to Fortnox – Errors Please note that you need a Fortnox Licence with a subscription of appropriate […]

QuickBooks Desktop Integration

In this guide we will cover: – What is the QuickBooks Desktop Integration? – Things to Note Before Setting Up  – Setting up the Integration  What is the QuickBooks Desktop Integration? The QuickBooks Desktop integration allows you to sync your invoices from Halo over to QuickBooks Desktop. Allowing you to create invoices in Halo but […]