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 […]

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 […]

QuickBooks Invoice ID Blank

In this guide we will cover: – Troubleshooting a Blank Invoice ID Troubleshooting a Blank Invoice ID When creating invoices 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. If invoices […]

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 : […]

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 ServiceNow webhooks allow you to have tickets in Halo create automatically when incidents, change requests, service requests, change requests and problem tickets are raised in ServiceNow. They also allow work notes and additional comments added to the tickets […]

SCOM Integration

In this guide we will cover: – What is the SCOM Integration? – Enabling the Integration – SCOM Configuration – Halo Configuration – Resolving Alerts in SCOM Related Guides: Email Rules SCCM Integration What is the SCOM Integration? SCOM can be integrated with Halo to create and resolve alerts. Enabling the Integration To enable the […]

Sage 200 Integration

In this guide we will cover: – What is the Sage 200 Integration? – Requirements – NetHelpDesk.Sage200Invoicer – Connecting to Sage – Importing – Invoicing  What is the Sage 200 Integration? The Sage 200 integration allows connection into Halo to create invoices, and the integration is 2-way for easy import of data. You can retrieve […]

Ingram Micro Cloud (formerly Cloud Blue/Exertis) Integration

In this guide we will cover: – What is the Ingram Micro Cloud/Ingram Integration? – Enabling the Module – Configuring the Module – Client Imports – Subscription Imports – Halo Integrator – Supported Regions Related Guides: Licences/Subscriptions Overview What is the Ingram Micro Cloud Integration? Integrating Ingram Micro with Halo will allow for Clients and […]

Halo Asset Discovery (Lansweeper Cloud)

In this guide we will cover: – What is Halo Asset Discovery? – Requirements of the Integration – Connecting to Halo Asset Discovery – Adding Mappings – Optional Configuration – Importing Assets – Connecting to the Halo Integrator What is Halo Asset Discovery? Halo Asset Discovery is the hosted cloud version of Lansweeper, allowing import […]