ServiceNow Integration

In this guide we will cover: – What is the ServiceNow Integration? – Connecting to ServiceNow – Creating tickets in ServiceNow – Updating Records in ServiceNow through Halo – Syncing back to Halo What is the ServiceNow Integration? The ServiceNow integration allows you to connect a ServiceNow account to each of your customers and suppliers. […]

Hudu Integration

Hudu Documentation

TD Synnex/StreamOne Stellr Integration

In this guide we will cover: – What is the TD Synnex/StreamOne Stellr Integration? – Connecting to StreamOne Stellr – Customers – Subscriptions – Importing Quote Lines  Related Guides: Licences/Subscriptions Overview What is the TD Synnex/StreamOne Stellr Integration? The StreamOne Stellr integration can be used to import your customers and subscriptions from StreamOne Stellr into […]

Datadog Integration

In this guide we will cover: – What is the Datadog Integration? – Connecting to Datadog – Creating an Authorisation Application – Additional Configuration for Security Alerts – Default Ticket Type and End User – Creating the Webhooks – Triggering Webhooks for Monitoring Alerts – Triggering Webhooks for Security Alerts – Customise the Created Alert […]

Exact Online Integration

In this guide we will cover: – How to connect your Halo instance to your Exact Online  – How to import and sync entities from Exact online – How to connect multiple exact online companies The Exact Online integration uses a one way sync to push data from Exact online into Halo, allowing you to […]

Quickbooks Online with Combined Tax Rates (GST/PST/HST)

HaloPSA does not import the Tax Rates for combined Tax Rates as the concept does not yet exist. To work around this you can create a Tax Rate manually that represents this and set the Tax Rate to one of the Combined Tax Rates and the Tax Code to the Combined Tax Code as below.

Sage Intacct Integration

In this guide we will cover: – What is the Sage Intacct Integration? – Connecting to Sage – Tax Rates – Accounts – Importing Customers – Importing Products – Supplier Import – Currency  – Syncing Invoices, Credit Notes, Bills, Purchase Orders, and Sales Orders – Syncing Projects (v2.224.1+) – Syncing with Sage Intacct  – Integrating […]

Snow Integration

In this guide we will cover: – What is the Snow Integration? – Connecting to Snow – Customers – Assets – Software Licences – Syncing What is the Snow Integration? On-Prem instances of Snow can be integrated with Halo to import and manage assets. The integration will work for both internal and publicly accessible instances […]

Integrating Tech Data Reseller (Hardware data) with the Etilize Catalogue

In this guide we will cover: – What is the Tech Data Reseller Integration? – Setting up the Tech Data Reseller Module – Connecting Tech Data with Etilize – Adding Etilize Items to Quotations What is the Tech Data Reseller Integration? Tech Data Reseller can be integrated with Halo to browse up-to-date catalogue prices. Setting […]

Sage 50 Canada Integration

In this guide we will cover: – What is the Sage 50 Canada Integration? – Downloading the Application – Connecting the Application What is the Safe 50 Canada Integration? The Sage 50 (Canada) Integration allows Canadian-based Sage accounts to connect into Halo to sync invoices. Downloading the Application Download the latest Integrator Application from : […]