Distribution
4 guides
Ingram Micro Cloud (formerly Cloud Blue/Exertis) Integration
This guide explains how to integrate Cloud Blue (Ingram Micro) with Halo to import client and subscription data. It covers enabling and configuring the module, importing clients and subscriptions, and details the supported regions for this integration. Users must obtain API connection details from the Ingram Micro Xvantage integrations hub, including the API URL, username, and subscription key. The guide also explains how to manage client mappings to prevent duplication and how imported data can be accessed within the Halo system.
Integrating Ingram Micro Reseller (Hardware data) with the Etilize Catalogue
This guide explores integrating Ingram Micro Reseller with the Etilize Catalogue. It covers how to establish a connection, add Etilize/Ingram items to quotations, import quotes into Halo, sync purchase orders to Ingram, and receive updates on order changes. Instructions include enabling integration modules, setting API permissions, configuring tenants, and using webhooks to maintain order consistency. The guide also details how to create notifications based on PO statuses, offering a comprehensive overview of managing quotations, orders, and notifications within the system.
Integrating Tech Data Reseller (Hardware data) with the Etilize Catalogue
This article serves as a guide for integrating Tech Data Reseller with the Etilize Catalogue within the HaloPSA platform. It covers the setup of the Tech Data Reseller Module, connection with Etilize to synchronize catalogue data, and the process of adding Etilize items to quotations. The integration allows users to browse and select products from updated catalogues, featuring real-time pricing and quantity information. Users can filter products based on categories, manufacturers, and attributes to refine search results for more efficient inventory management.
Pax8 Integration
This article provides a comprehensive guide on integrating Pax8 with Halo. It includes steps for connecting to Pax8, importing customer and subscription data, and handling usage-based subscriptions like Azure Consumption. The guide explains how to sync updates automatically, manage billing for Pax8 subscriptions through Halo, and set up recurring invoices that adjust automatically to reflect subscription changes. It also outlines the setup of multiple Pax8 tenants and discusses the significance of using the HaloPSA app for authentication. Instructions for managing subscription details and recurring invoices are detailed throughout the resolution.