Sage50 Canada Integration (Beta Release)
In this guide we will cover: – Downloading the Application – Connecting the Application Downloading the Application Download the latest Integrator Application from : https://s3.halopsa.com/HaloAccountsIntegrator.zip Connecting the Application Connect to the API. Enter credentials and file path for the .SAI file (location can be found by going to File > Properties in Sage) Follow instructions […]
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: – 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: – Enabling the Module – Customer Imports – Viewing Payments The GoCardless integration with Halo does not currently support payment processing, this will be available in the near future. Enabling the Module To begin integrating with GoCardless, you must enable the integration module in Halo (Configuration > Integrations), by […]
QuickBooks QBFC13/QBFC6
For 2016 + editions of QuickBooks you will need the new QBFC13 file attached. Download, extract and install where you have QuickBooks. https://s3.eu-west-2.amazonaws.com/s3.nethelpdesk.com/ftp/QBFC+Files/qbfc6_0installer.exe https://s3.eu-west-2.amazonaws.com/s3.nethelpdesk.com/ftp/QBFC+Files/qbfc13_0installer.exe
Avalara Integration
In this guide we will cover: – Enabling the Avalara Module – Connecting to Avalara – Importing Customers – Syncing Entities – Voiding an Invoice 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 also send invoices, quotes […]
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: – Requirements – NetHelpDesk.Sage200Invoicer – Connecting to Sage – Importing – Invoicing Link for Halo Sage Integrator – https://s3.halopsa.com/Sage200Invoicer.zip Requirements Before you can begin configuring the integration in Halo, there are a selection of minimum requirements that must be met, and some additional work outside of the Halo application […]
Dynamics Business Central Integration
In this guide we will cover: – Enabling the Integration – Creating an Azure Application – Connecting to Dynamics Business Central Companies – Setting a Default Company – Syncing Disclaimer: This Integration is not compatible with On Premise Instances of Halo. Enabling the Integration By enabling this integration, the tax fields against all customers and […]
