HaloPSA

HaloPSA Guides

Documentation to assist with the setup and configuration of the HaloPSA platform

Guides > Datto Commerce Integration

Datto Commerce Integration

In this guide we will cover:

- Connecting to Datto Commerce

- Customers

- Quotes



Connecting to Datto Commerce

The Datto Commerce integration is found within Configuration > Integrations > *Search for Datto Commerce*. Make sure to enable the integration by clicking on the plus button on the integration module.


Fig 1. Enabling the module.


Within the tenant you'll find the Datto Commerce Details where you can set your Datto Credentials, Customer Imports where you can setup your field mappings for customers in the tenant, Quote imports, Sales Order imports and the Halo Integrator for enabling the syncing of all the areas mentioned for this application (Customers, Quotes and Sales Orders). An important point to note is that the Datto Commerce Integration will not sync historic records to Halo, historic data must be manually imported via XLS spreadsheet.


If there are errors being thrown when manually importing data, you can check the errors given on the developer tools, this is due to Halo being an API driven application, it uses a REST API, so lots of the errors are better explained on the response from the API logs. To do this you click Fn + F12 to open the developer tools on your browser. Other errors may be related to a mandatory field not being populated on the import spreadsheet, for example you may get an error stating "X field is mandatory" and this will mean you need to add that field to all lines being imported.


If you are having import issues that are unresolved after trouble shooting, please contact Halo Support.


Fig 2. Datto Commerce configuration.


Firstly, navigate into tenants and create a new tenant, use the URL of your Datto commerce instance (https://instance.mydattocommerce.com) and navigate to the developer API inside Datto Commerce.


Fig 3. Developer API in Datto.


Create a new API key which you can then enter into the tenant in Halo to connect to Datto Commerce. This will make customers, quotes and sales order imports appear for the tenant you have connected to, which can be used to import your customers, quotes and sales orders from Datto Commerce.


Customers

Fig 4. Customer configuration.


The fields which can be mapped to in Halo will be custom fields of entity type "Customer", refer to this guide on custom fields for more information: Adding Custom Fields. Make sure to enable the integrator for this integration so that quotes, sales orders, and customers are imported on a recurring basis via the Halo Integrator. Customers that are on-premise may use the Halo DB Integrator for this.


Quotes

Quote imports will be mapped based on the Product Groups in Halo being referenced to the Product Categories in Datto Commerce, these are configured from the products area in Halo by right clicking on groups in the "Products By Group" view.


Fig 5. Viewing/editing asset groups.


Statuses from Commerce can be mapped to Halo, so that the system knows if a certain status change is made in Commerce, it can update Halo's quote to the mapped status given on the table, this is a one way sync, status changes in Halo . 


You will find an option under the Quote import configuration to also import products when importing Quotes, this will update the products list in Halo.


Fig 6. Import items when creating quotes option.


When importing Products into Halo, we import name, price (recurring price is product is marked as recurring in Datto Commerce), billing period (if recurring), date created/last modified, is consignable (marked as 'true' in halo when the product is serialised in Datto), group, tax and SKU.


Once the Datto Commerce integration module is enabled a new button will show in the quotations list under the three dots where you can open the new quote screen for Datto Commerce.


Fig 7. Raise Quote in Datto Commerce system action.


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 you will be able to do all standard halo actions on a quote except for specifically editing and deleting (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.


Fig 8. View Quote in Datto Commerce button.


Additionally, 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.

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