Benji Pays

In this guide we will cover: – What is the Benji Pays Integration? – Connecting to Benji Pays – Add Payment buttons to the Halo Portal – Add Payment link to Email Template – Use Halo invoice PDF when viewing Invoices in Benji Pays – Additional Integration Features Disclaimer: This is a third party integration, […]

Avalara Integration

In this guide we will cover: – Enabling the Avalara Module – Connecting to Avalara – Importing Customers – Syncing Entities – Voiding an Invoice – Excluding Customers (v2.202.1+) What is the Avalara Integration? The Avalara integration allows you to complete a two way sync of customers between your Halo and Avalara instance. You can […]

KashFlow Integration

In this guide we will cover: – What is the KashFlow Integration? – Enabling the KashFlow Module – Connecting to KashFlow – Tax Rates – Customers – Products – Suppliers – Syncing to KashFlow What is the KashFlow Integration? The KashFlow integration can be used to sync invoices, with the customers, products, and suppliers associated […]

MYOB Integration

In this guide we will cover: – What is the MYOB Integration? – Enabling the Module – Connecting MYOB Tenants – Importing Tax Rates – Importing Clients – Importing Accounts Codes – Importing Products – Configuring Charge Rates – Importing Suppliers – Syncing to MYOB What is the MYOB Integration? MYOB can be integrated with […]

Sage Business Cloud Integration

In this guide we will cover: – What is the Sage Business Cloud Integration? – Enabling Sage Business Cloud – Connecting to Sage Business Cloud – Tax Rates – Accounts – Customers – Products – Syncing to Sage Business Cloud What is the Sage Business Cloud Integration? The Sage Business Cloud integration can be used […]

Accounting Integrations Comparison

Functionality Quickbooks Online Quickbooks desktop Sage Business Cloud Sage 200 Sage 50 Sage Intacct Xero Can import Customers/Clients ✓ ✓ ✓ ✓ ✓ ✓ ✓ Two way sync of Customers/Clients ✓ ✓ ✓ ❌ ✓ ✓ ✓ Can import items ✓ ✓ ✓ ✓ ✓ ✓ ✓ Two way sync of items ✓ ✓ ✓ […]

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 – The Account Integrator has been updated as of v2.210.1+ to be compatible with Sage UK v32 (2026). Sage 50 Canada QuickBooks Desktop (All regions) The Halo […]

SnelStart Integration

In this guide we will cover: – What is the SnelStart Integration? – Generating a SnelStart Key – Linking SnelStart to Halo – Enabling the Halo Integrator – Importing Ledgers, Customers and Products – Invoicing Admin Guides: Accounts Codes  General Settings (Billing)  Tax Rates What is the SnelStart Integration? SnelStart can be integrated with Halo […]

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