The integration with HaloPSA includes the ability to search for clients, users, create/update Opportunities, create/update Quotes and upload quote attachments to HaloPSA. DataLink is supported for Users, Clients, Opportunities, Quotes and LineItems. Once configured, the HaloPSA Product Database will be available in the Product Lookup Window. You can attach files to the HaloPSA Opportunity from the PDF Preview window, the Links tab, and the Print window.

There is a button on the SoldTo/ShipTo tab to display the SoldToContact, ShipToContact, or BillToContact in HaloPSA. There is a link on the Links tab that you can click to view the HaloPSA Opportunity in HaloPSA and there is a link on the tab to view the HaloPSA Quote in HaloPSA. Additionally, emails sent from QuoteWerks are logged in the HaloPSA Opportunity Progress tab. The Corporate Edition of QuoteWerks is required to integrate with HaloPSA.

For more information on the HaloPSA integration, please see:

•Setting up the HaloPSA Integration

oObtaining your HaloPSA Credentials

oSetting up the HaloPSA Integration in QuoteWerks

•HaloPSA Account Tab

•HaloPSA Opportunity Tab

•HaloPSA Settings Tab

•HaloPSA User Mapping Tab

•DataLink Setup

•Using the HaloPSA Integration

oQuoteWerks searches for your HaloPSA Contacts

oAutomatically create and update Sales Opportunities

oWrite Line Items into HaloPSA Opportunity

oAttach Additional Documents/Files to the Opportunity

oCreate Document Attachments

oCreate new HaloPSA Accounts and Contacts

oCompleting or Updating a Completed Sale in HaloPSA