Datto Commerce Integration
In this guide we will cover: – What is the Datto Commerce Integration? – Connecting to Datto Commerce – Customer Imports – Quote Imports – Sales Order Imports – Halo Integrator What is the Datto Commerce Integration? Datto Commerce can be integrated with Halo to link and view Customers, Quotations and Sales Orders. These can […]
ITQuoter Integration
In this guide we will cover: – What is the ITQuoter Integration? – Configuring ITQuoter What is the ITQuoter Integration? The ITQuoter integration allows you to configure actions that create a quote in ITQuoter. It will also provide a shortcut to view quotes that have been made by ITQuoter. Configuring ITQuoter First head to Configuration […]
Zomentum Integration
The Zomentum integration was developed by Zomentum so the documentation is produced by them and can be found via the link below. https://help.zomentum.com/support/solutions/articles/44002400466-halo-psa-integration
Quoter Integration
In this guide we will cover: – What is the Quoter Integration? – Quoter's Method – Halo Method – Extra: For When both Quoter and Halo are Integrated with Xero Important: There are two integrations available for Quoter, one built by Halo and one built by Quoter. If your opportunity/sales process is achieved via Quoter, use […]
Adobe Acrobat Sign Integration
In this guide we will cover: – What is the Adobe Acrobat Sign Integration? – Connecting Halo to Adobe Acrobat Sign – Sending Quotes Back into Halo – Signing a Quote in Adobe Acrobat Sign What is the Adobe Acrobat Sign Integration? The Adobe Acrobat Sign Integration can be used for signing quotations created in […]
Datto Commerce Integration
In this guide we will cover: – What is the Datto Commerce Integration? – Connecting to Datto Commerce – Customers – Quotes What is the Datto Commerce Integration? Datto Commerce can be integrated with Halo to link and view quotes. Connecting to Datto Commerce The Datto Commerce integration is found within Configuration > Integrations > […]
Etilize Integration
In this guide we will cover: – What is the Etilize Integration? – Setting up the Etilize Catalogue – Adding Etilize Items to Quotes/Sales Orders/Purchase Orders What is the Etilize Integration? Etilize can be integrated with Halo to bring in a catalogue of items to add into quotations. Setting up the Etilize Catalogue There are […]