HaloCRM Guides

Halo Accounts Integrator Setup

The Halo Accounts Integrator is required to integrate with the following Accounting Software/Tools

Sage 50 UK

Sage 50 Canada

Quickbooks Desktop (All regions)

The Halo Accounts Integrator must be run on the same network as the Accounting Software but connects to Halo using the Halo API.

The latest version can always be downloaded from here - https://s3.halopsa.com/HaloAccountsIntegrator.zip

When starting the Halo Accounts Integrator for the first time you need to enter credentials from an API Application created in Halo. This should be configured as below with the Client ID and Secret option. Also ensure that an Agent is chosen in the "Agent to log in as". The permissions for this API Application are inherited from that Agent but also matched with the permissions added to the permissions tab (as below in 2nd image)