Accounts Integrations

Avalara Integration

This guide details the integration of Avalara with Halo, enabling two-way customer synchronization and tax calculation for invoices, quotes, and sales orders. The process involves enabling the Avalara module, connecting to an Avalara tenant, importing customers, and setting synchronization preferences for various entities. It also covers voiding invoices and excluding specific customers from automatic tax calculations. The guide provides step-by-step instructions, emphasizing the importance of matching customer names and setting defaults for tax codes and items to ensure accurate synchronization.

Azure Consumption Billing (via Halo CSP Integration)

Dynamics Business Central Integration

This article provides a comprehensive guide on integrating Dynamics Business Central with Halo. It covers enabling the integration, creating an Azure application, and connecting to Dynamics Business Central companies. The integration allows importing of clients, products, dimensions, and suppliers, as well as syncing transactions like invoices between both platforms. Configuration steps for managing imports, setting default companies, and syncing data are outlined, along with instructions for syncing and managing entities such as customers, products, and invoices. Note that this integration is not compatible with on-premise instances of Halo.

Exact Online Integration

This article provides a comprehensive guide to integrating Exact Online with Halo, detailing steps to connect the systems, import and sync data, and manage multiple company connections. It outlines how to enable the Exact Online module, register a new app in Exact, configure app settings in Halo, and import entities like tax rates, accounts, customers, and products. The guide also offers solutions for common errors and explains the importance of establishing a 1-1 relationship between Halo and Exact entities to ensure data integrity during synchronization.

Fortnox Integration

The article provides a detailed guide on integrating Fortnox with Halo. It covers enabling the integration module, connecting to Fortnox tenants, and importing tax rates, products, and customer data. It emphasizes the importance of having a Fortnox License with appropriate permissions. Users can synchronize customer and invoice information between Halo and Fortnox. It also addresses issues like errors during syncing and the necessity of assigning Fortnox IDs to customers for successful data synchronization. The guide recommends setting up tax rates and account codes to enhance efficiency.

GoCardless Integration

Halo Accounts Integrator Setup

This article provides a guide on setting up the Halo Accounts Integrator to work with accounting tools like Sage 50 UK, Sage 50 Canada, and QuickBooks Desktop. The integrator must operate on the same network as the software and uses the Halo API for connection. Setup involves creating an API-only agent in Halo with necessary permissions. Users should download the latest version of the integrator, configure it with client ID and secret, and adjust permission settings to enable functionalities like reading and editing items and invoices.

Peppol e-Invoicing via Tickstar

The article is a comprehensive guide on setting up and using Peppol e-Invoicing via Tickstar. It covers the integration installation process, including the necessary authentication configurations for both Halo and Tickstar APIs, and explains how to customize the integration to ensure accurate transaction details. The document outlines the assumptions made for the integration, such as transactions occurring within one country and using Euros. It also explains how to configure client and MSP details and how to enable the integration and handle errors during the invoicing process.

QuickBooks Desktop Integration

The QuickBooks Desktop Integration allows syncing of invoices, customers, items, and tax rates between Halo and QuickBooks Desktop. It supports two-way sync for updates in Halo. Before setup, ensure only one QuickBooks version per server. Integration requires the Halo Accounts Integrator and API configuration. Enable integration under Configuration and set invoice preferences. Create an API-only agent with specific permissions. Download the Halo Accounts Integrator, and connect it with QuickBooks. Ensure necessary permissions in QuickBooks for sync operations and follow the order for data import/export to avoid errors.

Sage 200 Integration

Sage 50 Canada Integration (All Years)

Sage 50 UK Integration

The article provides a guide for integrating Sage 50 UK with HaloPSA to sync Customers, Products, and Invoices. The integration requires downloading a locally run application that connects to Halo through the Halo API, compatible from Sage v29 onwards. Setup involves creating a new application in Halo, setting authentication, and configuring permissions. Users connect to Sage via a specific username and password, and tax rates are configured in Halo. The article includes information on the company file location and notes that syncing doesn't cover Purchase Orders or Payments.

Sage Intacct Integration

The Sage Intacct Integration guide provides a comprehensive walkthrough of connecting and integrating Halo with Sage Intacct. It covers syncing invoices, credit notes, bills, and purchase orders between the platforms. The guide outlines steps to import customers, products, suppliers, and configure tax rates. Instructions for using both Halo and personal sender credentials, multi-entity and multi-currency setups are included. Key configurations such as accounts, tax mappings, and syncing options are detailed to ensure seamless data flow between the systems.

Stripe Integration

This article provides a comprehensive guide on integrating Stripe with Halo for handling payments. It covers setting up Stripe, syncing customer data, and configuring payment methods for both automatic and manual transactions. Users can update their payment methods through the Halo or Stripe portal. The guide also details setting up email notifications for payments, configuring Stripe webhooks, and managing invoice access. The integration allows agents and customers to manage payments securely and efficiently.