AT&T Integration
This article will outline how to connect to your AT&T Services and how to add the services onto your quotes in Halo. AT&T integration has been added to the 'Product Catalogs' integration group: Fig 1. Product Catalogue Integrations Make sure to enable the integration module by pressing the "+" icon on the module: Fig 2. […]
Pax8 Integration
In this guide we will cover: What is the Pax8 integration? How to connect to the Pax8 integration Customer Imports Subscription Imports Importing Usage-based subscriptions, Azure Consumption & Arrears data Automatically sync customers and/or subscriptions updates Billing for subscriptions from Pax8 Related Guides: Licences/Subscriptions Overview What is the Pax8 integration? The Pax8 integration can be […]
Vorboss Integration
In this guide we will cover: – Enabling the Integration – Connecting to Vorboss – Using the Integration Enabling the Integration The Vorboss integration can be found in the 'Product Catalogs' integration group. Make sure to enable the module by hovering over the Vorboss module and clicking the "+" sign in the top right hand […]
Westcoast Cloud Integration
In this guide we will cover: – What is the Westcoast Cloud integration – How to connect to the Westcoast Cloud integration – How to import customers from Westcoast Cloud – How to import subscriptions from Westcoast Cloud – Importing on a schedule Related Guides: Also Integration Licences/Subscriptions Overview What is the Westcoast Cloud integration? […]
Sherweb Integration
In this guide we will cover: – Enabling the Sherweb Integration – Connecting Sherweb – Customers – Subscriptions – Halo Integrator Related Guides: Licences/Subscriptions Overview This guide will cover the setup and use case of the Sherweb Integration. Sherweb can be used to import customers and subscriptions, with the ability to sync the information over […]
Also Integration
In this guide we will cover: – What is the Also integration – How to connect to the Also integration – How to import customers from Also – How to import subscriptions from Also – Importing on a schedule Related Guides: Licences/Subscriptions Overview What is the Also integration? Halo can integrate with Also to import […]
StreamOne Ion Integration
In this guide we will cover: – OAuth Credentials – Configuring the Integration – Customers – Subscriptions Related Guides: Licences/Subscriptions Overview The StreamOne Ion integration can be used to import your customers and subscriptions as well as update customers licenses on a recurring schedule via the Halo Integrator. OAuth Credentials To begin integrating, sign in […]
TD Synnex/StreamOne Stellr Integration
In this guide we will cover: – Connecting to StreamOne Stellr – Customers – Subscriptions Related Guides: Licences/Subscriptions Overview The TD Synnex Module will be the option found in versions before v2.146.13, customers on v2.146.13 will have the module named "StreamOne Stellr". The functionality is the same, the only difference is the module name. The […]
Integrating Tech Data Reseller (Hardware data) with the Etilize Catalogue
In this guide we will cover: – Setting up the Tech Data Reseller Module – Connecting Tech Data with Etilize – Adding Etilize Items to Quotations Setting up the Tech Data Reseller Module Make sure to enable the respective integration module on the Configuration > Integrations page, the product catalog now has its own section […]
Datagate Integration
The integration is configured mainly within Datagate. HaloPSA Integration with Datagate All tax is handled on the Datagate side. Read this document for an overview of how to configure the Halo integration. If you have any questions, don’t hesitate to contact the Services Team. 🚨 Important Note: Please contact Datagate Support via email support@datagate-i.com, for guidance on […]
