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 and Purchase Orders – Syncing with Sage Intacct – Integrating when using Multi-Entity Distributed (MED) or […]
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 […]
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. […]
Microsoft Teams Call pop setup
Microsoft Teams can display a pop-up window during a PSTN inbound call To activate it, in Teams Admin Center under the menu Voice > Calling Policies. This will allow you to display useful information to your users who receive calls from your customers. The URL to use can be found in the Halo Configuation > Call Management > General Settings and is similar […]
ServiceNow Webhooks
In this guide we will cover: – How to set up Webhooks used with the ServiceNow integration Before configuring webhooks for ServiceNow, you will need to connect your customers/suppliers ServiceNow instance to Halo. See our guide on how to do this here: ServiceNow Integration. How to set up Webhooks used with the ServiceNow integration With […]
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 […]
SCOM Integration
In this guide we will cover: – Enabling the Integration – SCOM Configuration – Halo Configuration – Resolving Alerts in SCOM Related Guides: Email Rules SCCM Integration Enabling the Integration To enable the SCOM integration, navigate to Configuration > Integrations > Asset Management and Alerting, and enable the module using the plus icon in the […]
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 […]
Cloud Blue (Ingram Micro/Exertis) Integration
In this guide we will cover: – Enabling the Module – Configuring the Module – Client Imports – Subscription Imports Related Guides: Licences/Subscriptions Overview Integrating Ingram Micro with Halo will allow for Clients and their associated subscription counts to be imported into Halo. The Ingram Micro/Cloud Blue integration is also a multi-tenanted integration, allowing you […]
