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 […]
NinjaOne Integration
The following video covers the setup of the NinjaOne integration: This video from Renada Solutions will Cover the Mapping of Ninja Devices to Users in Halo: In this guide we will cover: – What is the NinjaOne Integration? – Configuring the NinjaOne Module – Organizations and Locations – Devices and Software – Alert […]
Integrating Ingram Micro Reseller (Hardware data) with the Etilize Catalogue
In this guide we will cover: – What is Ingram Micro Reseller? – Connecting to Ingram Micro Reseller – Adding Etilize/Ingram Items to Quotations – Import Quotes from Ingram Micro into Halo – Syncing Purchase Orders in Halo to Ingram – Receive Updates on Purchase Order Changes in Ingram Micro – Creating Notifications based on Purchase […]
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 […]