HaloPSA Guides
Documentation to assist with the setup and configuration of the HaloPSA platform
Etilize Integration
This guide outlines how to use the Etilize integration to pull live Product lookups for Quotes & Orders. There are very few steps required to set up the Etilize integration - simply head to Configuration > Integrations > Etilize & enable the module:
Fig 1. Etilize Module
In here, set your default Locale & default Catalog. In this case I am in the UK, so I configure it the following way
Fig 2. Integration Page
Following the above module being enabled, you will find a new option against Quotes, Sales Orders & Purchase Orders: 'Add Etilize Item'
Fig 3. Creating a Quote with Etilize Button Now Showing
Selecting this will open a search window (using the default options selected above). Simply search in the search bar, select the product(s) you want to add to the Quote/Order & click confirm selection:
Fig 4. Product Catalogue
This will automatically create respective products in Halo & place them under the relevant Etilize group (or create a product group if one does not yet exist).
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