Documentation to assist with the setup and configuration of the HaloPSA platform
Datto Commerce Integration
The Datto Commerce Integration is now available under Configurations > Integrations > Miscellaneous. Here you'll be greeted by 3 field groups, Datto Commerce Details where you can view your tenants/urls, Customer Imports where you can setup your field mappings for customers for the tenants and Halo Integrator for enabling the halo integrator for this application.
Firstly navigate into tenants and create a new tenant, use the URL of your datto commerce instance and navigate to developer API inside Datto Commerce and create a new API key which you can then enter below:
This will cause customer and quote imports to appear against the tenant which can be used to import your customers and quotes from datto commerce:
Make sure to enable the integrator for this integration such that quotes and customers are imported on a recurring basis.
Once this integration is enabled a new button will now show in the quotations list under the three dots where you can open the new quote screen for datto commerce:
Also, on any quotes imported from datto commerce there will be no option to edit the quote as the api for Datto Commerce is read-only so we can only retrieve data from there but not post updates to it. However, there are two options available instead, Linking quotes directly to tickets in halo and viewing quotes in datto commerce. Also please note that coming in a soon to be released version of stable (2.81.15 or after), you will be able to do all standard halo actions on a quote except for specifically editing and deletion (e.g. create sales order, send) and please note that any changes to the quote made using these actions (e.g. sending updating status) will not be reflected in datto commerce:
Also, please note that only Price to the client can be picked up currently as the complicated relationship Datto Commerce uses for cost means that no cost is provided to any appropriate entity for us to import and we'll be in contact with Datto Commerce in future to try and rectify this.
- Asset Import - CSV/XLS/Spreadsheet Method
- Call Management in Halo
- Creating a New Application for API Connections
- Creating Agents and Editing Agent Details
- Departments, Teams and Roles
- Halo Integrator
- Importing Data
- Multiple New Portals with different branding for one customer [Hosted]
- Organisation Basics
- Organising Teams of Agents
- Step-by-Step Configuration Walk Through