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

The Quoter integration has recently changed, meaning the alternative (new) setup is mainly on the Quoter side. If your opportunity/sales process is achieved via Quoter, use Quoter's new method. If your opportunity/sales process is handled within Halo, the best option is to use the pre-existing configuration for Quoter (Halo's method). Both integration methods are listed […]

Adobe Acrobat Sign Integration

In this guide we will cover: – Connecting Halo to Adobe Acrobat Sign – Sending Quotes Back into Halo – Signing a Quote in Adobe Acrobat Sign The Adobe Acrobat Sign Integration can be used for signing quotations created in Halo and then transferring them back into Halo. The E-signature can be drawn or a […]

Datto Commerce Integration

In this guide we will cover: – Connecting to Datto Commerce – Customers – Quotes Connecting to Datto Commerce The Datto Commerce integration is found within Configuration > Integrations > *Search for Datto Commerce*. Make sure to enable the integration by clicking on the plus button on the integration module. Fig 1. Enabling the module. […]

Etilize Integration

In this guide we will cover: – Setting up the Etilize Catalogue – Adding Etilize Items to Quotes/Sales Orders/Purchase Orders Setting up the Etilize Catalogue There are very few steps required to set up the Etilize integration – simply head to Configuration > Integrations > Etilize and enable the module. Fig 1. Etilize Module In […]