Halo Integrator

In this guide we will cover: – What is the Halo Integrator? – Do I need to Host my own Integrator? – Types of Halo Integrator – Hosted Halo Integrator – Locally Hosted Integrator – DB Halo Integrator – Configuring Halo Integrator Agent Error Notifications – Hosted Halo Integrator only What is the Halo Integrator? […]

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 […]

Xero Integration

In this guide we will cover: – Enabling the Module – Xero Tenants – Connecting to Xero – Tax Rates – Customer Imports – Tracking Categories and Account Codes – Product Imports – Charge Rates – Syncing to Xero What is the Xero Integration? The Xero integration allows you to configure tax rates, customers, items […]

Microsoft Teams Integration

In this guide we will cover: – What is the Microsoft Teams Integration? – Main Configuration – Communicating with Users from Halo using Teams – Communicating in Teams using Chatbots – Prescence Notifications – Importing Shifts from Teams Related Guides: Call Pop-Up for Microsoft Teams Embedding your Halo Self Service Portal into Microsoft Teams Embedding […]

Microsoft CSP Integration

In this guide we will cover: – What is the Microsoft CSP integration? – Configuring CSP – Partner Centre Connection (Single Tenant App Registration) – Authorizing Connection in Halo – GDAP Connection (Multi-Tenanted App Registration) – Tenants – Licenses & Subscriptions – Users   – Assets – Halo Integrator – Subscription Management – Single Sign-On (SSO) […]

Microsoft Entra ID Integration (Formerly: Azure Active Directory)

In this guide we will cover: – What is the Entra integration used for? – Who Can set the integration up – Connecting Entra to your Halo – App Registration Setup – Single Sign-On (SSO) Configuration – Agent/User Import Configuration – Advanced Configuration – Licence Management  – Imports – Halo Integrator – Microsoft Entra ID […]