This section will take you through the steps of integrating your HaloPSA with QuoteWerks.

Setup

Select the Contacts -> Setup Contact Manager menu and select the HaloPSA option:

Then click on Integration Settings:

For more on setting up the HaloPSA Integration:

•Creating an API-only HaloPSA Agent

•Obtaining your HaloPSA Credentials

•Setting up the HaloPSA Integration in QuoteWerks

oHaloPSA Account Tab

oHaloPSA Opportunity Tab

oHaloPSA Settings Tab

oHaloPSA User Mapping Tab

•DataLink Setup

For more on using the HaloPSA Integration:

•Using the HaloPSA Integration