The StreamOne Ion Integration is available in Halo. This integration can be used to import your customers and subscriptions as well as update customers licenses on a recurring schedule via the Halo Integrator
To begin integrating, sign in to your StreamOne Ion account(https://ion.tdsynnex.com) and fill in the OAuth Credentials By going to the following settings:
OAuth credentials can be created for any user within your StreamOne Ion account that has the 'Account Admin' user role.
To begin configuring the Integration in Halo, head over to Configuration > Integrations and search for StreamOne, make sure to click the "+" button on the module:
After clicking into the module and clicking new (Top RHS) to create a new account, the credentials from StreamOne Ion can be entered into the integration page on Halo.
The Test Configuration button on the integrations page tests whether the Halo API can connect to the StreamOne Ion API. If successful, a modal screen will appear with the note "Test successful"
Note: StreamOne Ion refresh tokens have a 30 day lifespan, this means the token will expire after 30 days, at which point a new one will need to be generated and entered into Halo.
Customers
Customers can be mapped and imported from StreamOne Ion. Mappings can be set up manually through adding mappings to the table, or through the generate mapping button, mappings will only generate if the customer in Halo matches the exact name of the customer in StreamOne Ion. Customer imports can be done through the UI or the Halo Integrator.
When importing customers from StreamOne Ion that do not have a mapping set up they will be attempted to be matched based on their customer UID. if they cannot be matched a new customer will be created.
There are further options to choose a top level for imported customers if top levels are enabled (Configuration>Users>General Settings) and more than one top level is in use. There is also an option to update the main site address of existing customers "imported" via this integration.
Subscriptions
Subscriptions can be imported for any mapped customer either manually or via the Halo Integrator.
