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 – Customer Imports – Quote Imports – Sales Order Imports – Halo Integrator What is the Datto Commerce Integration? Datto Commerce can be integrated with Halo to import and view Customers, Quotations and Sales Orders from Datto […]

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 […]