HaloCRM Guides
Etilize Integration
This guide outlines how to use the Etilize integration to pull live Product lookups for Quotes & Orders. There are very few steps required to set up the Etilize integration - simply head to Configuration > Integrations > Etilize & enable the module:
Fig 1. Etilize Module
In here, set your default Locale & default Catalog. In this case I am in the UK, so I configure it the following way
Fig 2. Integration Page
Following the above module being enabled, you will find a new option against Quotes, Sales Orders & Purchase Orders: 'Add Etilize Item'
Fig 3. Creating a Quote with Etilize Button Now Showing
Selecting this will open a search window (using the default options selected above). Simply search in the search bar, select the product(s) you want to add to the Quote/Order & click confirm selection:
Fig 4. Product Catalogue
This will automatically create respective products in Halo & place them under the relevant Etilize group (or create a product group if one does not yet exist).
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