Setting up the HaloPSA Integration in QuoteWerks

1. In QuoteWerks navigate to the Setup Contact Manager window by selecting the Contacts dropdown menu and selecting Setup Contact Manager...

2. Select Halo PSA from the Select Contact Manager area on the left hand side of the window.

3. Click on HaloPSA Setup to open the Halo PSA Setup Window.

The HaloPSA setup window contains the following tabs:

•HaloPSA Account Tab

•HaloPSA Opportunity Tab

•HaloPSA Settings Tab

•HaloPSA User Mapping Tab

For information on using the HaloPSA Integration:

•Using the HaloPSA Integration