Distribution/Product Catalogues

ALSO Integration

The ALSO Integration guide outlines the process for connecting Halo with ALSO to synchronize customer and subscription data. It involves enabling the integration module, entering necessary login details, and configuring customer mappings. Customers and subscriptions can then be imported into Halo, either manually or automatically, based on set schedules. The integration allows for the periodic syncing of data, automatic invoice calculations based on subscription details, and ensures updated customer information. It also provides options for managing license deactivations and importing cost and price data.

ArrowSphere Integration

The article provides a comprehensive guide on integrating ArrowSphere with Halo, allowing for the import of customers and subscriptions. It explains the process of connecting to ArrowSphere, including generating API keys and testing the configuration. It outlines steps for importing customers by generating mappings or manually creating them if names do not match. Additionally, it describes the procedure for importing subscriptions and how to maintain up-to-date information using the Halo Integrator. The integration is designed to support multiple instances, making it versatile for various setups.

AT&T Integration

This article explains the AT&T integration with Halo, which automates telecom solution quoting and billing. The process involves connecting to AT&T via the 'Product Catalogs' integration group, requiring API credentials from AT&T. The system allows adding AT&T products to quotations using the catalog interface. Users must fill in address details for service searches, and results can be compared in terms of key characteristics and pricing. Once a product is selected, it can be added to quotes as a recurring monthly product.

Datagate Integration

Dicker Data Integration

The article provides a guide on integrating Dicker Data with Halo, focusing on importing customers and subscriptions. It describes enabling the Dicker Data module, connecting using region details and an API token, and testing the configuration. It also explains mapping Dicker Data customers to Halo, either automatically or manually, depending on name matches, and setting options for customer import. Subscriptions are imported after customers. The Halo Integrator feature is highlighted for ongoing synchronization. This allows for continuous import updates, ensuring customer and subscription data stays current.

Giacom Integration

The Giacom Integration guide details how to connect and synchronize customer and subscription data between Giacom and Halo. The integration allows for automatic importing and updating of data on a scheduled basis. Key sections cover enabling the integration, obtaining and validating Giacom API keys, importing customers and subscriptions, and handling customer transitions from Inty to Giacom. It ensures that subscription billing and recurring invoice lines are accurately managed and synchronized with Giacom data.

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.

Sherweb Integration

This article provides a guide on the Sherweb Integration, outlining how to enable and connect it, manage customers and subscriptions, and use the Halo Integrator for data syncing. It covers enabling the integration through the configuration settings, connecting Sherweb using credentials, and testing the connection. The process of mapping customers from Sherweb to Halo and importing subscriptions is described, with options for manual adjustments. The Halo Integrator allows for daily syncs and managing subscription deactivation in Halo.

Sophos Integration

StreamOne Ion Integration

TD Synnex/StreamOne Stellr Integration

This guide explains the integration between TD Synnex's StreamOne Stellr platform and Halo. It covers the setup process, including connecting to StreamOne Stellr, importing customer and subscription data, and importing quote lines, starting from version 2.208. Users need to sign in to their account, configure permissions, and enable the module in Halo. Customer and subscription data can be imported manually or via the Halo Integrator. Quote lines from TD Synnex can also be imported into Halo if API access is granted and necessary permissions are set.

Vorboss Integration

Westcoast Cloud Integration